Alternatives to Commcise

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience. Key features of BoldTrail include: - Transaction Management - Commission Automation - Accounting - Agent Management - Reporting and Analytics Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes: - Expert and Responsive Customer Service - Integration Marketplace along with an Open API - Organized Implementation Strategy - Comprehensive Product Documentation - Availability of Professional Services This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.

Core Commissions is a powerful and flexible sales commission management system that automates every stage of the commission process. Sales organizations of any size can choose the package that best suits their needs, including Enterprise or our fully Managed Services program. Integrate Core with your CRM, ERP or other financial management apps to import data, and easily apply complex commission rules. Instantly generate detailed analytics and metrics. You can run your entire commission cycle in one click. Then generate individual reports and email them each payee in another click.

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.

OneBill is an integrated subscription management, billing and revenue management platform that powers customer lead-to-revenue generation. OneBill supports all types billing models, including subscription billing, usage-based billing, one-time billing, and subscription billing. Open APIs make OneBill easy to integrate with other enterprise systems, such as payment gateways, carriers & service providers and accounting & admin. The platform covers all aspects a business, including CPQ, automated order activation, billing & Invoicing, billing & invoicing, revenue reporting, customer subscription management and channel partner commission management. OneBill is a revenue management and billing solution that integrates with the most trusted solutions in the world. It has helped SMBs, SMEs and large enterprises reduce billing errors, compliance risks, and drive greater efficiency.

Xoxoday’s Compass is an end-to-end solution that streamlines sales commission management by automating incentive calculations and centralizing data from multiple sources like CRM, ERP, and payroll systems. The platform supports more than 85 integrations, including Salesforce, HubSpot, SAP, and Google Sheets, ensuring a unified and accurate sales compensation process. With AI-driven gamification, Compass enhances sales rep motivation, making the commission process transparent and engaging. Its user-friendly dashboard offers customizable widgets for monitoring sales performance by geography, team, or plan. Compass reduces administrative overhead by replacing manual commission calculations with automated workflows and built-in data validation. The platform provides global payroll integration and robust support with a dedicated account manager and 24/7 assistance. Businesses benefit from faster ROI through accurate payouts and improved sales team alignment. Flexible pricing and expert onboarding ensure a smooth implementation tailored to company needs.

Kademi helps companies transform transactional relationships into long-term, valued partnerships by onboarding partners and incentivizing growth. Discover the powerful features of Kademi's all in one PRM Software, which customers use to create highly successful channel partner solutions. Manage all aspects of the partner lifecycle, including onboarding, automating engagement and targeting, as well as managing data. Tools to reward loyalty and sales growth, calculate payouts, motivate sales targets and incentivize partners. Kademi's eCommerce capabilities allow you to sell product online and set up workflows for collecting payments. You can share enablement resources, create targeted online training courses, and reward training results. Find out why Kademi's partner management software is so popular with companies around the world.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

Axia stands out as an award-winning, web-based investment management software that is compliant with MiFID II regulations. Utilizing advanced technologies, the Axia Suite offers a wide array of features designed to not only meet but also surpass the rigorous demands of investment management. Each user role benefits from a customizable dashboard tailored to their specific needs. The software facilitates client management through various functions such as onboarding, CRM, document handling, and compliance oversight. It also streamlines order and transaction processing, along with position tracking, performance evaluations, and cost assessments. Additionally, Axia provides in-depth analyses of asset allocation, profitability, performance, and risk, applicable to both internally and externally managed assets. Users can access consolidated reporting for clients and management, ensuring transparency and efficiency. The system includes robust fees management and boasts automated integrations with custodian banks and market data feeds. With its multi-tenant capabilities, Axia serves as a premier enterprise-wide solution capable of addressing diverse requirements seamlessly. All essential functionalities are conveniently integrated into a single platform, ultimately saving users time and optimizing their limited resources by enhancing process efficiency. Moreover, the automated connections to custodians and market providers further streamline operations, allowing clients to focus on more strategic initiatives.

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

Arctera Enterprise Vault is an advanced data archiving solution that helps organizations maintain compliance with global regulations. It captures data from a wide array of communication platforms, ensuring compliance with industry standards like GDPR, SEC, and MiFID II. The platform features intelligent classification tools to organize and retain data according to specific needs, improving data supervision, search, and eDiscovery. Arctera supports fast and accurate data retrieval with Elasticsearch, delivering quick results for complex queries. Deployment options are flexible, offering on-prem, hybrid, or cloud solutions, including secure encryption and WORM storage. With enhanced security features like multi-factor authentication and privileged account management, Arctera ensures the integrity and confidentiality of sensitive information while maintaining compliance.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

Castine Consulting LLC, previously known as Cogent Consulting, has been a prominent global provider of management solutions for over three decades. Its established products are utilized in more than 60 countries, with installations exceeding 4,000 locations. With expertise in the software, we are equipped to provide exceptional support. Castine's product range features top-tier solutions tailored for the investment sector, focusing on compliance, commission management, as well as compensation and performance reporting. The firm's leaders are acknowledged as pioneers in various aspects of commission management, including 28(e), CSA, RPA, and MiFID II, as well as in compliance operations and due diligence processes. Furthermore, Castine's principals have earned recognition as experts in broker reviews and compensation solutions. Collaborations with partners like Integrity Research enhance the depth and variety of our offerings. By leveraging cutting-edge technology, Castine ensures an up-to-date experience for all its clients, solidifying its reputation in the industry. As we continue to evolve, we remain committed to delivering innovative and effective management solutions that meet the changing needs of our clients.

Comissio is a specialized platform dedicated to managing insurance commissions, providing a centralized, automated solution that enhances and simplifies the entire process of commission management, from tracking to reporting, enabling agencies to move away from cumbersome spreadsheets and disjointed tools in favor of a cohesive cloud-based system. It facilitates both single and multi-carrier commission processing, efficiently managing new and recurring commission runs in one streamlined batch, while allowing users to customize pay codes, schedules, and hierarchies tailored to the diverse commission structures of their agents. The platform automates various aspects such as commission calculations, adjustments, and chargebacks, generates ACH files for direct commission payments, and offers real-time dashboards and detailed reporting to enhance visibility into starting balances, advances, recoveries, and final agent balances. Designed specifically for businesses in health, life, and accident insurance, Comissio plays a crucial role in minimizing human error, speeding up payout processes, and simplifying the intricacies of complex hierarchies and reconciliation by unifying data into one accessible location. This comprehensive approach not only increases efficiency but also allows agencies to focus on their core operations without the distraction of manual commission management tasks.

Equip your organization with adaptable and scalable tools that allow for quick adjustments in response to shifting competitive and market dynamics. Empower your sales team by providing them with collaborative, real-time analytical resources, detailed sales commission statements, and constructive performance feedback. Enhance the precision and promptness of sales incentives and commissions while simplifying the oversight of your sales territories and quotas. NetCommissions offers companies a means to boost their sales force effectiveness through top-notch online Sales Performance Management Solutions. Our established history showcases our ability to create and implement innovative solutions that ensure not only timely and accurate payments but also deliver the most integrated, comprehensive, and motivational web-based Sales Incentive and Commission Management Software in the industry. Delivered as a Software as a Service, we proudly emphasize that our focus is on exceptional service. By choosing NetCommissions, organizations can stay ahead of the competition and maximize their sales potential.

The foundation of an aggregator's operation relies heavily on cultivating strong relationships. One of the key interactions in this dynamic is the commission payment process, which must be seamless, efficient, and devoid of errors. However, managing numerous brokers and lenders with their varying commission structures can pose a significant challenge. The tasks of manipulating and validating data from different lender files, as well as processing and distributing commission payments to multiple parties, often prove to be labor-intensive, costly, and prone to mistakes. Consequently, there is a pressing need for a comprehensive solution that automates these processes, adapts to the evolving requirements of your business, and minimizes the need for extensive labor investments. Importantly, such a solution should be deeply rooted in an understanding of the aggregator business model, encompassing not just the mechanics of payment but also a thorough, current awareness of the constantly shifting compliance landscape. By ensuring these elements are in place, you can enhance operational efficiency and maintain stronger relationships with your brokers.

Ensuring security and compliance in contemporary collaboration platforms is crucial for enterprises aiming to mitigate risks related to data exposure, security, and acceptable use during interactions. This approach enables organizations to effectively oversee what is shared, communicated, and documented throughout collaborative sessions. With cloud-based solutions that are quick and simple to integrate, businesses can facilitate safe collaboration across remote locations and a distributed workforce. Furthermore, aligning video conferencing and collaboration practices with security, risk, and compliance mandates empowers organizations to utilize modern communication tools without concern. Theta Lake offers a specialized compliance suite designed for the automatic identification of regulatory risks, streamlined compliance processes, and archiving solutions for video marketing, conferencing, and audio recordings. As the demand for video marketing and conferencing continues to surge, it coincides with a rise in regulatory requirements such as MiFID II, FCA, GDPR, FINRA, and FFIEC, highlighting the need for robust compliance measures. Consequently, companies can confidently embrace these communication technologies while adhering to necessary regulations.

With its user-friendly web interface, KEN™ stands out as the pioneer in multi-platform fully automated web crawling, allowing individuals to archive web content seamlessly. The KEN™ Web Archiving Platform offers an all-encompassing Cloud suite that empowers users to gather various web materials, maintain them in their original format, and access them as if they were still live. It guarantees adherence to compliance and non-repudiation standards set by E-records keeping regulations, making it an invaluable tool for E-discovery professionals navigating SEC and FINRA regulations, as well as for public records management. In addition to meeting data protection requirements in the EU under GDPR and within the financial sector as per MiFID II, KEN™ provides both professionals and everyday users the ability to manage their online personal data, including websites and social media. Featuring native support for the WARC Iso file format and the capability to capture multiple websites at the highest quality, KEN™ simplifies the process of creating institutional web archive collections. This innovative tool eliminates the complexities traditionally associated with web archiving, allowing anyone to easily archive a website and replay its content effortlessly. The convenience and versatility offered by KEN™ make it an essential solution for modern web archiving needs.

MaxBill is a catalyst for operational transformation, helping businesses to achieve hyperautomation, which allows them to market, create, and monetize existing services. Our smart BSS solution is designed for both SMBs and enterprises. It serves as a solid foundation to the company's digital ecosystem that is data-driven, compliant, intelligent, customer-centric, data-driven, and partner-centric. Our solution has been implemented successfully to support the growth of telecommunications, utilities, gaming, and energy service providers in highly competitive, changing markets. You can take complete control of your commercial operations through seamless integration of service connections with a complete cash-to-meter functionality that includes billing, metering and payments. Maximize market trends and grow your business with MaxBill technology-powered automated billing and revenue management platform.

Fullcast Pay transforms how companies manage commissions by automating calculations, workflows, and reporting. Leaders can use its built-in dashboards and reporting engine to track payouts, monitor performance, and catch anomalies before they escalate. Reps are empowered with real-time access to their commissions and performance metrics, reducing disputes and improving motivation. Automated workflows replace days of manual work, making compensation faster, more reliable, and less stressful for finance and sales ops teams. Fullcast Pay adapts instantly to territory changes, quota updates, and new plan structures without disrupting the sales process. Every payout is backed by compliance with SOC 2 and GDPR standards, ensuring sensitive data remains secure. Its flexible pricing model scales as your business grows, offering cost-effective value at every stage. By cutting commission processing from weeks to hours, Fullcast Pay drives efficiency, accuracy, and growth across sales organizations.

EvolveNXT’s platform is designed for health insurance carriers and any commission-based business, providing a customizable suite of solutions that enhance sales performance and simplify the management of intricate business processes. With over ten years of experience collaborating with top insurance carriers, we have crafted a solution tailored to meet the demanding requirements of competitive and regulated markets. Our compliance-focused approach allows organizations to boost the efficiency of their sales channels while promoting sustainable growth in enrollment. Notably, the intricate commission structures that apply to Medicare brokers are among the most challenging to navigate; EvolveNXT facilitates the management and automation of Medicare compensation while ensuring adherence to CMS regulations. By utilizing our commission management software, insurance carriers can not only streamline their operations but also empower their teams to achieve peak sales performance, paving the way for greater success in an ever-evolving industry.

Experience a comprehensive and compliant communications solution that integrates voice, video, chat, and SMS for enhanced connectivity. Boost your operational efficiency while offering a superior Cloud Contact Centre as a Service (CCaaS) that ensures a fluid digital customer journey from a unified platform. All the necessary channels and functionalities are accessible through a single, secure Cloud infrastructure. Seamlessly integrate with Microsoft Dynamics and Dynamics Phone for a fully immersive Teams Contact Centre environment. Communicate swiftly, autonomously, and en masse, connecting all your communication and CRM tools from any location at any time. Effortlessly transition between text, phone, or video calls, making channel switching a breeze. Solgari complies with all necessary regulations, including GDPR, PCI DSS, and MiFID II, ensuring your data security and privacy. Upgrade to a multi-channel Cloud contact center that features automated, voice-activated enhancements for an improved quality of life in your communications. This innovative solution not only streamlines your operations but also elevates customer interactions to new heights.

BPMaaS represents a comprehensive approach to overseeing business processes, empowering users to take control over them. This model distinctly sets apart enterprise cloud computing from typical consumer cloud services. Unique and proprietary business processes often provide strategic benefits that enable companies to stand out in the competitive landscape. BPMaaS encompasses the entire lifecycle of business processes, including their creation, design, execution, and optimization, all supported by a powerful workflow engine. By shifting the management of these processes from individual users to the provider of a subscription service, organizations can realize enhanced efficiencies and benefit from economies of scale. For new subscribers, establishing a customized instance of Glocent PRIME+ typically takes between ten to sixteen weeks. This timeframe allows for careful configuration and tailoring to meet the specific needs of each organization.

An all-encompassing solution for managing commission expenses that guarantees adherence to the most recent ASC 606 and IFRS 15 regulations. This system automates adjustments for true-up changes resulting from various contract events, such as modifications to contracts, changes in employee status, or customer cancellations. Furthermore, it automatically triggers impairments for any alterations, including adjustments to start dates or modifications in the benefit period. With a comprehensive perspective on the entire lifecycle of commission expenses, users can access an extensive library of automated reports and dashboards, which feature amortization schedules, profitability analyses, accounting model comparisons, and summarized roll forwards by group. Xactly CEA offers a thorough, end-to-end solution that streamlines compliance with ASC 606, accommodating both full and modified retrospective methods. It integrates smoothly with existing organizational systems, including CRM, HRIS, CLM, and CPQ platforms. Additionally, Xactly CEA efficiently manages multiple accounting books and works seamlessly with all downstream accounting ledgers. This ensures that organizations maintain a clear and accurate record of their commission expenditures throughout their financial reporting processes.

Numerous customers utilize our remote application known as RPMSCloud, which enables users to access RPMS from any location with an Internet connection. Similarly, RPMS desktop users enjoy comparable functionality; by leveraging Microsoft Remote Desktop, employees working from home can connect to their office computers and manage them remotely. In a significant development, RPMS and Repfabric announced a collaborative partnership yesterday, aimed at integrating the robust capabilities of the Repfabric CRM into RPMS for users across the board. Additionally, this alliance will enhance Repfabric users’ experience by providing them access to the superior financial management software offered by RPMS, specifically tailored for manufacturers' representatives. The latest release, RPMS Version 8.5, is now fully available and has been integrated into RPMSCloud for all users in the cloud environment. For those using desktop systems, the installation program can be downloaded from the Support tab above. Among the new features in this update, the Report Preview interface has undergone a modernization, and a new Presentation Mode has been introduced to enhance user experience further. This ensures that all users can benefit from the latest advancements in the software.

beqom CompComplete Pay Management provides a complete solution for the most demanding compensation needs, delivering corporate comp that is clear, complete, aligned with your organization's structure and goals. Effortlessly create, configure, and manage any compensation plan, without compromise. With a broad range of process coverage and intuitive UI, you have the freedom to design compensation structures that align perfectly with your business objectives and employee needs. beqom CompComplete infuses deep compensation expertise into a suite of easy to use comp mgmt modules - all built on an extensible and intelligent comp platform. All your compensation and performance processes can be managed in one place, including Salary, Bonus, Long Term Incentives, Deferred Compensation, Sales Performance, and Performance Management, and all within a framework of Pay Equity. beqom is based on 4 product pillars: - Pay Management to deliver total comp simply and without compromise. - Pay Intelligence to optimize pay with data-driven recommendations. - PayAnalytics by beqom to close pay gaps for good and create a culture of fairness. - Pay Transparency to provide clarity for employees on pay and performance.

Empower your brokerage with the ability to collaborate digitally and oversee your back office tasks from any location. CommissionTrac serves as the ultimate platform for managing all aspects of your business, from tracking deal pipelines and opportunities to processing commission payments, while also allowing you to build your own internal database of comparisons. Equip your principals, agents, and back office staff with the resources needed to run a productive and profitable operation without the hassle of sifting through spreadsheets and paper documents. Say goodbye to traditional spreadsheets and paper forms for managing your pipeline and new deals. With CommissionTrac, everything is centralized, eliminating the need for redundant data entry. The platform offers streamlined workflows for your agents and back office personnel, enhancing productivity and profitability for all users. By fostering transparency, organization, and efficiency, CommissionTrac provides a comprehensive solution that integrates the agent's deal pipeline with back office automation and reporting, ensuring that every aspect of your brokerage runs smoothly and efficiently. This all-in-one approach to management not only simplifies processes but also drives better decision-making across the board.

Qobra is the all-in-one sales compensation and commission management platform built for revenue, finance, and operations leaders who want to replace spreadsheets with automation, transparency, and control. Designed to handle the most complex commission structures, Qobra connects seamlessly to your CRM and data tools, providing real-time insights and 100% reliable calculations. With Qobra, teams can design and automate any compensation plan—from recurring commissions to bonuses, SPIFs, and draw models—using a no-code, drag-and-drop interface. Finance teams ensure accuracy and compliance through audit trails and validation workflows, while sales reps gain live visibility into earnings, targets, and performance dashboards that build trust and motivation. Qobra empowers leaders to analyze performance and model scenarios with actionable analytics that align incentives with business goals. Its flexible architecture supports multi-currency, multilingual, and multi-hierarchy structures, enabling global scalability with ease. Rated among the best sales compensation solutions by G2 and Capterra, Qobra helps companies reduce commission processing time by up to 80% and increase sales performance by 20%. From startups to enterprise organizations, Qobra is the trusted partner to automate, secure, and optimize your sales compensation strategy, so you can focus on growth, not spreadsheets.

Iconixx enhances sales efficiency and elevates profitability by streamlining commission and incentive procedures. Achieve your goals with our Sales Performance Management and Incentive Platform designed specifically for your distinct needs. Regardless of whether you operate in sales, finance, human resources, IT, or channel partner management, the comprehensive capabilities of the Iconixx platform will propel your processes forward and maximize the effectiveness of your organization’s sales and incentive compensation strategies. Our offerings are fully adaptable to fit your specific application requirements, ensuring you get the most out of your investment. With Iconixx, you can unlock new levels of performance and success in your sales operations.

Movius MultiLine has received full support from both IT departments and compliance teams, ensuring that client interactions remain secure and legitimate, including those conducted through WhatsApp. This innovative platform allows users to effortlessly send trade confirmations and research via text, providing a sense of freedom in communication. IT professionals appreciate MultiLine for its efficiency and user-friendly design, as it meets all necessary compliance standards, can be deployed within a matter of weeks, and empowers users to resolve issues independently without overwhelming them. With MultiLine, you can be confident that all regulatory requirements are addressed, as it includes automatic safeguards for personal information and inappropriate language that adapt and enhance over time. It also enables you to demonstrate that you are effectively capturing communications, allowing for quick searches to address inquiries or investigate potential claims. This unified application integrates business calling, texting, and WhatsApp messaging, ensuring compliance with various regulations, including MiFID II, FCA, SOX, GLBA, FINRA, and many others, making it an essential tool for modern businesses. By utilizing MultiLine, organizations can streamline their communication processes while maintaining strict adherence to compliance regulations.

CATS Sales Performance Management (SPM) ensures businesses remain aligned with an all-encompassing suite of applications designed for planning, designing, allocating, and overseeing incentive compensation, alongside data integration and transformation, territory and channel management, quota and target oversight, goal setting, modeling, business intelligence, enterprise analytics, and workflow process automation. Offered as a secure cloud service through Centsoft or as an on-premise solution, CATS SPM guarantees immediate availability and universal access, all at a highly competitive price without any upfront costs or long-term commitments. Enhancing the capabilities of CATS SPM is the CATS Portal, an ideal online hub and communication center that maintains your sales team operating at peak efficiency. Accessible from any device, anytime and anywhere, it features a secure, customizable platform for the swift delivery and exchange of vital information essential for the success of your sales initiatives. This integration fosters seamless collaboration among team members, ultimately driving improved performance and results.

VERMEG has developed SOLIFE, a robust policy administration system specifically designed for life and health insurance providers. This system streamlines the complete management of new business activities, policies, and claims, featuring capabilities such as cash and events management, seamless accounting integration, and oversight of distribution and fees. It also addresses reinsurance, tax and legal compliance, dedicated reporting, and efficient claims handling. With over two decades of industry experience informing its design, SOLIFE adopts a client-centric model and is regularly updated to align with evolving regulatory requirements, including MiFID and PRIIPs. The platform is built to facilitate digital processing via APIs and responsive design, ensuring a modern user experience. Its high degree of automation not only minimizes administrative expenses but also includes a versatile product-design workbench that enhances the speed of market delivery. Furthermore, the system accommodates various distribution models, making it adaptable to a wide range of business requirements, ensuring that it remains relevant in an ever-changing marketplace. This flexibility empowers insurance companies to optimize their operations and meet their unique challenges effectively.

PayKickstart has the most comprehensive checkout, recurring billing and affiliate management solution on the market. It also has global capabilities. It's a virtual extension of your accounting and product/dev teams. Track and manage recurring charges throughout the customer's lifecycle. Automate everything, from simple subscriptions to complicated usage and event-based charging models. With a suite advanced dunning and revenue-recovery tools, you can plug revenue leaks and reduce churn. Protect your customers' data and protect them with enterprise-grade compliance and security standards.

AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.

CommissionCalc automates the calculation of commissions and rebates, significantly reducing time spent on these tasks, minimizing errors, and enhancing the motivation of sales personnel. It can cut down the time that the Accounting Department dedicates to commission calculations by as much as 90%. Moreover, it reduces the hours that salespeople and their managers invest in "shadow accounting," which involves validating their commissions instead of focusing on sales. The manual calculation of complex commissions typically carries an error rate ranging from 2% to 5%, and these unaddressed mistakes often lead to overpayments, as those receiving commissions tend to identify underpayment issues more readily. While companies often adopt CommissionCalc to save time, they frequently discover that the increase in accuracy brings even greater benefits. Ultimately, the primary goal of commissions is to incentivize sales, which requires that recipients promptly see their rewards, receive clear reports, and trust the payment's correctness. By addressing these needs, CommissionCalc not only streamlines the process but also fosters a more productive sales environment.

You often find yourself dedicating excessive time to manually compute quotas and commissions using intricate spreadsheets, often long after the deals have been finalized, leading to frustration among sales representatives who are tired of waiting for slow reports and having to verify the outcomes themselves. Imagine the impact on your organization if this tedious manual process was automated, allowing commissions data to be delivered directly to the sales team in less than a day. What transformative effects could this have on your operations? By implementing a straightforward single-sign-on solution that integrates seamlessly with your Salesforce data, you could eliminate many of these challenges. This system would be designed to evolve in tandem with your business's growth, accommodating features like multi-currency capabilities and compliance with ASC 606 accounting standards. Additionally, it would provide ongoing operational support, ensuring a partnership that extends well beyond just the initial setup and onboarding phases. Ultimately, this shift could lead to increased efficiency and satisfaction within your sales team.

Genesis stands at the forefront of the global digital asset markets, serving as a comprehensive digital currency prime brokerage. Each month, Genesis handles billions in trades, loans, and digital currency transactions. Our experienced team, drawing on years of expertise from leading Wall Street investment banks, possesses an intricate knowledge of cryptocurrency markets. We offer a unified platform that simplifies access to digital asset trading, derivatives, lending, borrowing, custody, and prime brokerage services. This all-in-one solution is designed to meet all your digital asset requirements. As a fully operational digital currency prime broker, Genesis ensures that investors have a safe and efficient marketplace for trading, borrowing, lending, and storing their digital currencies. Clients can swiftly and dependably execute large orders. We operate as an OTC digital asset trading firm, fully regulated as a securities broker-dealer by the SEC and FINRA. Additionally, Genesis empowers clients to lend and borrow digital assets while gaining access to alternative liquidity options for hedging, speculation, and working capital needs, thereby enhancing their trading strategies and financial flexibility.

Dolfin allows you to automate, track and review commissions. All from a single platform powered by AI. Gain complete control over your sales commissions. Get real-time access to your commission data. Dolfin’s logic-based interface allows you to create compensation plans quickly and easily. It can handle any complexity or exception. Manage your entire commissions process from a single place, leveraging collaborative features to keep everyone on the same page. Motivate your revenue teams to work harder and better by allowing them to focus on their passions. Real-time performance of your team. Identify top performers and who needs additional support. Find out at a glance which deals and payouts have triggered commissions, and how much your entire team earns. All data is stored on ISO-certified Irish servers.

We handle a vast number of leads daily, enabling our clients to purchase, sell, and integrate leads while adhering to compliance standards such as TCPA, GDPR, and MiFID. Lead Verified captures every interaction on your website and generates heatmaps that highlight which areas attract attention and which may go unnoticed. These heatmaps can be utilized for conversion rate optimization (CRO) and to confirm that necessary compliance disclaimers are visible to visitors. Additionally, Lead Verified functions as a backup system for lead submissions, evaluates each lead using our unique grading methodology, and provides a certificate of authenticity for every lead processed. Furthermore, Lead Verified takes snapshots and records videos of every form submission or designated event, archiving each lead with a distinct token in your preferred Google Drive or FTP location, ensuring both security and accessibility. This comprehensive approach not only enhances user engagement but also bolsters the integrity of lead management.

Take charge of your communications with Oak's advanced and compliant call recording solution that works seamlessly with any phone system. Oak offers a robust call recording feature specifically designed for Microsoft Teams, which has become a key communication tool in the era of remote work. Our solution ensures compliance with multiple regulations, including FCA, PCI DSS, MiFID II, GDPR, and HIPAA, right out of the box. Enhanced with cutting-edge security protocols and features, it also provides transcriptions, automated scoring, detailed reports, alerts, and much more. The intelligent AI we employ can analyze your recordings, significantly reducing the need for manual oversight. Additionally, our quality management tools enable performance scoring across individuals, departments, and locations, giving you a comprehensive view of your operations. You can easily access recordings directly from your CRM, and benefit from numerous pre-built integrations, such as with Salesforce, or utilize our API for customized solutions tailored to your specific requirements. With Oak, you can ensure that your communication processes are not only efficient but also secure and compliant.

JOOPY, a cloud-based Sales Performance Management platform (SPM), is a leader in helping global sales organizations increase their sales and profitability. JOOPY allows tier 1 sales teams to manage all product categories on a single platform. It combines identical operational processes and policies, and provides an enterprise's sales channels (internal or external) with a web portal to increase engagement. This will help to optimize business results. JOOPY uses a 'Sales Channel' approach to motivate its entire distribution network to reach its goals and objectives. This allows the global sales organization the ability to translate its strategic goals into tangible sales targets and goals.

PryvateNow serves as an all-encompassing communication platform that ensures the encryption and protection of voice and video calls, instant messages, emails, and conference calls, whether conducted on or off a network. Designed for small to large businesses, it enables organizations to maintain complete oversight of their communications and data security. Among its standout features are Post-Quantum ZRTP encryption, which guarantees top-tier data protection, as well as integrated auditing and compliance that meet the standards of MiFID II, HIPAA, and GDPR. Additionally, it offers white-labeled OEM versions of Pryvate Closed User Groups (CUG) for customized user experiences. The platform also includes a Secure Integration Kit for VoIP, facilitating the smooth incorporation of Pryvate's secure communication tools into existing systems. Moreover, PryvateNow's technology encompasses not only encrypted voice and video calls but also secure options for email, file transfer, storage, and hosting voice and video conferences with utmost security. This holistic approach ensures that users can communicate confidently and securely across various channels.

We recognize that each client operates under distinct organizational structures, objectives, and priorities, which is why our tailored Incentive Compensation Management service is crafted to ensure maximum adaptability and alignment with your business goals. Our cutting-edge Sales Performance Management platform delivers a wealth of information and insights at your fingertips, enabling you and your team to enhance productivity and accomplish more of your strategic ambitions. With a newly revamped, future-ready engine, XTIVA integrates sophisticated features designed to bolster your business’s success. Our extensive experience, spanning decades, is a significant asset that influences the way you and your team function. At XTIVA, we focus exclusively on Financial Services firms, allowing us to fully understand the unique and complex nature of your business requirements, which encompasses a diverse array of challenges related to producers, regulators, operations, shareholders, and customers. We pride ourselves on delivering solutions that are finely tuned to address these multifaceted issues effectively.

For those seeking to grasp the dynamics of recurring income, manage financial obligations, and plan investments effectively, Telarus is the go-to partner. We set the standard in the sector with our clear and reliable recurring commission structures. Instantly access real-time updates on billings, commissions, and payments, or delve deeper into commission specifics categorized by order, supplier, or customer. Develop personalized trends and forecasts based on suppliers and products to gain insights. Assess fluctuations in forecasted commissions to help identify any significant variances. Additionally, monitor alerts for order inquiries that you or Telarus have started. You have the capability to independently resolve any commission discrepancies by submitting inquiries specific to orders. Following this, the Telarus Commission Experience team will analyze supplier statements and commence variance inquiries on your behalf, ensuring that all aspects of your earnings are accurately represented. This comprehensive approach not only simplifies the management of commissions but also enhances your confidence in financial planning.

Utilize Integral to handle both individual and event sales through a comprehensive, cloud-based platform designed for direct selling and ecommerce. This unified platform enables you to recruit, cultivate, and retain a diverse sales force across various industries seamlessly. Equipped with essential tools, Integral helps you not only sustain but also expand a thriving direct sales business. Our all-in-one solution caters to the needs of your staff, sales teams, and customers, and is available on any device for your convenience. With the ability to adjust features to fit your brand, you can integrate it with your preferred tools through our open API capabilities. Our software stands out as a robust ecommerce solution, empowering your sales force to effectively sell to customers and recruit new members. With over two decades of experience in direct sales, commission processing, and providing our SaaS solution, we are committed to your success, ensuring you can grow your business without the hassle of changing systems. As your company evolves, Integral adapts, supporting your journey every step of the way.