Alternatives to Commissionly Tracker

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

incentX isn't just another sales commission software; it's a game-changer for businesses keen on optimizing their incentive management. In a world where efficiency is paramount, incentX delivers by making complex calculations feel effortless. Align your sales team's ambitions with the company's direction, creating a cohesive work environment. Manual calculations? They're a thing of the past. With our platform, you get quick and accurate results. Integration is seamless, especially with powerhouses like SAP and Oracle NetSuite, ensuring your data is always connected. But it's not just about crunching numbers; our analytics provide a deeper understanding, shaping your future strategies. The streamlined processes reduce potential errors, ensuring all teams, from sales to finance, are aligned. Every customer interaction is an opportunity, and with incentX, these moments are maximized, leading to lasting relationships. With incentX, you're not just managing; you're excelling.

Verity is a comprehensive policy administration system that VRC Insurance Systems offers for P&C insurers. Verity is designed to meet the business requirements of program administrators, MGAs, and carriers allowing companies to consolidate software solutions onto a single platform and scale. Verity's features include built-in rating, policy issuance, claims processing, billing and accounting, online payment, batch renewals, insured portals, agent portals, carrier portals, API access, on-demand reporting, batch cancellations for non-payment, surplus lines, third-party integration options, and more. Services include custom development, training, data conversion, operational reviews, and system configuration. Contact VRC today to find out if Verity is right for you.

Automated commission tracking to ensure teams are productive and aligned. We believe hard work should be recognized and that there is a better way. All your data sources can be connected under one roof to enable real-time calculations every time. To get the best out of every team, you can build, preview, and launch a commission plan. To ensure everyone is motivated and aligned, share customized reports that are easy to understand. To run accurate, fast calculations, connect your data sources directly to our system. Automatically sync commission data across all teams to generate reliable calculations in real-time. Integrate your data source directly into our Commission system to save time each month in cleaning and collecting data. To provide reliable and accurate commission statements, run monthly commission calculations using the exact same data source each month. You don't need to manually enter data or make updates.

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.

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.

AgencyBloc is a management platform for life and health insurance agencies that helps them grow and secure their business. It includes sales enablement, quoting, client and policy management, commissions processing, and more. AgencyBloc is your life and health insurance agency. It has all the features you need to manage your agency, communicate with prospects and clients, and grow your business from any location.

The only system that is dedicated to the insurance industry and is enterprise-grade. He has over 30 years of insurance and technology experience. His personal mission is to inspire, motivate and support his clients' growth with innovative technology and exceptional service. We have spent 18 years studying commission processes and working directly with CEOs, COOs and commission teams of insurance agencies. Over the years, we have seen that growth-oriented agencies like yours get caught up in the pitfalls of the commission process. These traps can cause a bottleneck, slow down or restrict your growth, and prevent you from pursuing profitable opportunities. He founded a company called SPI Software Solutions in 2000. It later renamed as GreenWave. They provide software and consulting to banks, financial, insurance, manufacturing and law enforcement agencies.

By having Commission Tracker on your team, you'll experience the seamless streamlining of your commission process. This robust tool empowers you to effortlessly compensate agents, create reports, and accomplish so much more. Many agencies face initial challenges when it comes to commission tracking, often using inadequate tools that lead to overwhelming situations, making it difficult to generate essential reports. However, Commission Tracker has the potential to entirely transform this experience. Gain immediate access to your data from anywhere! No need for downloads, installations, updates, or backups ever! This is especially advantageous when multiple users require access from different locations while still sharing the same database.

EvolveNXT's platform allows you to create a suite to streamline your sales performance as well as the day-to-day management and administration of complex business processes. We have spent more than a decade working with top insurance carriers and creating a solution that addresses the complex needs of highly regulated and competitive markets. Our compliance-based solution will allow you to improve your organization's sales channel efficiency and achieve sustainable enrollment growth. Medicare brokers are paid the most complicated and highly regulated commissions. EvolveNXT can help you manage and automate Medicare compensation, while maintaining CMS compliance. Our software for managing commissions for insurance carriers improves operational efficiency and enables teams to achieve optimal sales performance.

We offer comprehensive solutions to small and medium businesses that improve quality and productivity at a very affordable price. MIAS is specifically designed for Insurance Agents and Insurance Agencies. It is powerful, affordable, simple to use, and easy to integrate. It can handle daily tasks and accounting statements. We can import data from the current program to MIAS. You can enter quotations, endorsements, renewal notices and payments. You can also generate outstanding payments and sales reports. You can scan all documents, including Proposal Forms and Schedules, CIs, Endorsements, claims, and link them to policies. Templates are designed input screens that correspond to each type of insurance. You can search for policies by any information (e.g. Phone number, address, policy number, endorsement number, etc

Our insurance agency system is a powerful tool for connecting carriers' feeds, clients, policies and other contracting systems and compliance systems into a single platform. Equisoft/centralize, a management system for insurance agencies, connects all stakeholders to streamline insurance distribution and commission administration. Our insurance agency software is designed by industry experts to provide you with business processes that are ready-to-use. Reports on sales of policies and commissions are among the most important reports used to track operations. Equisoft/centralize allows you to track leads and highlight advisor sales performance. Payouts can be processed with ease, even when the hierarchy is complex. Disparities between expected and received compensation are clearly identified. Support for all commission structures and custom compensation types. Integration of all data feeds from insurance carriers and medical requirements companies.

Reduce errors and save time. Receive real-time visibility into commission accruals, and payouts. Your rules can trigger payouts. Your data can be centralized in one source of truth. Our commission plan designer makes it easy to set up complex calculation logic. Trust is built with transparent and auditable commissions that are paid on time. Calculate commissions automatically in real time. You can save time and let your team concentrate on what is most important. Palette gives your sales team personalized performance dashboards that are updated in real time. This ensures transparency and visibility. Your commission data can be used to answer the most critical questions for your business. You can A/B test your compensation plans to see how they might impact your cash flow, and your business goals. Optimize ramp-up, set better quotas and budget commission costs, and forecast future payouts. Extract mission Critical insights

Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant Services Companies, Financial Services and Education, Telecoms and Energy Companies. The Commissionly platform can calculate commission on initial contracts and on residual payments. Data Custom Data templates allow multiple data formats to be imported with ease. Data can be altered by supplier to adjust the commissionable value to be applied to the commission plans. Our API can be used to import data direct from open platforms. Commission Hierarchy Assign downline agents and split values automatically based on Transaction data such as ID, Customer, Policy Number, MID number or any other unique identifier. Access to downline information in the system can be controlled by role. Additional data can be added to imported data through the creation of lookup tables. Reporting Custom reports can be created to fit the requirements of the business. Unpaid Commissions Closed deals that have nit yet reach a commissionable status can be calculated for planning and accruals. Future Commissions Our built in future commission report can use contract terms to calculate future commission revenue for the business

Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date.

The only enterprise-grade solution for sales performance management that is easy to use and can be up and running in a matter of weeks.

A comprehensive general insurance software that can be used by insurance companies to process all lines of business, including personal and commercial. All TIS modules are drawn from the same instance database and business rule repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated subwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Software for managing claims. Management of agent commissions.

Automated Group Benefits (AGB) is a business automation software designed specifically for General Agencies and the Employee Benefits Industry. AGB allows GA's integrate state-of-the art software seamlessly to improve productivity and efficiency. Fully turn-key automated group benefits can be offered. Our dedicated support staff provides all support so that you can concentrate on your business. AGB has an integrated tasking system that links tasks and notes to each record. This makes it easy to complete renewals, deadlines, and other tasks. AGB provides reporting tools that allow you to manage clients and related books of business, including payment history, plan information and summary of benefits. AGB can track commissions and account information. It can also split commissions, calculate checks, send electronic payment and manage payment history.

The SurePath Network, a web-based surety bond management system, significantly lowers the cost of managing and executing surety bonds. SurePath allows clients, brokers/agents and obligees to efficiently manage their surety bonds through the automation of Administration, Processing and Reporting functions. You can share program information between accounts. You can define your own rate groups to be used across all of your programs. Notifications of account activity are sent on an account-by account basis. Calculate commissions and premiums manually or automatically. Clients can request bonds online. Agents execute bonds without having to re-key data.

Premium Finance Software does more than just billing and quoting. It is an enterprise loans management software that provides cash management, receivables monitoring, income monitoring, client servicing and compliance, as well as financial reporting. An enterprise-grade solution that is specifically designed to manage the workflow and situations associated with healthcare payment plans will give you peace of mind. Our platform was specifically designed for Realtor Commission and Commission Advances. It focuses on reducing overhead while maintaining a strong relationship with your clients. One platform that connects service providers, carriers, clients, and dealers. We offer customized payment plans, service the contract, and keep you in control of your business. Third Eye Solutions is a leader in the industry due to its industry knowledge, state of the art technology platforms, and ability guarantee rapid speed to market. Our commitment to our customers is unmatched!

CommissionCalc automatically calculates your rebates and commissions. This will cut down on time, eliminate errors and boost salesperson motivation. It cuts down on 90% of the time your Accounting Department is spending computing commission. It also reduces the time salespeople and managers spend on "shadow Accounting" - i.e. It allows them to check their commissions rather than selling. Complex commissions are often calculated manually at error rates between 2% and 5%. Uncorrected errors will result in net overpayments because commission recipients are the best at correcting underpayments. While companies often install CommissionCalc to save their time, they often discover that it has more value once they use it. Commissions are designed to motivate people to sell. To achieve this, recipients need to see their rewards quickly, have easy-to-understand reports, be confident in the accuracy of payments, and have confidence that they will receive them.

Automate your commissions to save time and improve accuracy. Automating your commissions will save you time and ensure accuracy. Get a better understanding of your team's performance. Do not make any more errors about commission amounts. Sales compensation is your best tool to drive business strategy. Connect your data to our native, seamless integrations and never import or export files manually again. Our platform does not require any coding. Integrate your compensation plan in a matter of clicks. Real-time data on targets and commissions. Your sales reps can access their commissions in real time, reducing frustration and increasing motivation. Notify your reps when they earn new commissions. Create SPIFF with just a few mouse clicks to motivate and stimulate your sales reps. Qobra allows you to create and manage the hierarchy of your sales team and its associated commissions. Stay flexible by collaborating with ease using the discussion and comment functionality.

OneLink was designed with the agency owner at heart. OneLink was created out of the desire for a more comprehensive and advanced technology platform for the insurance industry. OneLink is the industry's leading provider of a comprehensive and diverse solution. OneLink gives you total control over your agency. You can easily create hierarchies and manage access. Keep track of new clients and repeat business. Find new opportunities to expand your insurance services all within the same system. You can easily track payments and process commissions. OneLink is fully customizable and can handle manual and automated processing. OneLink generates multiple reports that include production data, policy summaries and call performance. It also tracks commissions. OneLink provides this data almost immediately. We understand that the insurance industry requires unique functionality in lead management. OneLink uses ForcedLead technology for support to your agency with the most up-to-date contact opportunities.

CellarStone's QCommission software is cloud-based and on site for sales commissions. QCommission is a powerful cloud-based and on-premises sales commission software that allows compensation administrators to quickly and accurately calculate salespeople's compensation. It includes tiered rates, flat rates/amounts and quota-based rates. QCommission can be used as a standalone application or integrated with SugarCRM Salesforce, Oracle Fusion Sage, QuickBooks, Microsoft Dynamics, Sage, and other solutions.

MGAs, MGUs, and wholesale brokers need to be able to cover the hard-to-write risk segments. AIM is a centralized system for managing general agents and managing general underwriters. It streamlines your underwriting, accounting and claims operations, making it easier to run a profitable and efficient insurance business. AIM provides an intuitive solution for unique transactions and processes, functionality that eliminates duplicate information entry, real-time reports capabilities and integrations with industry partners. With the ability to clear and bind, invoice, and clear from one system, AIM is more efficient and profitable. Verify that your invoicing, taxes, fees, and commissions are correct. You can simplify operations by being able to track, track, and pay claims, while also monitoring for fraud.

Avoid double redirects - Enrollment on one platform is simplified while you complete Special Enrollment Period verifications, complex eligibility situations, and report life changes. All this without having to visit 'healthcare.gov. Efficient APIs - Application-programming Interfaces (APIs) in our EDE platform transfer data between the Federally-Facilitated Exchange for faster submissions, eligibility checks and renewals. APIs quickly calculate the premium tax credits and cost sharing reductions that are appropriate. Medigap Filters is a Medicare feature that meets regulations. BrokerEngage now allows you to compare, add, and compare Medigap plans without having to search through carrier portals. Healthcare Providers and Drugs - You can now find plans for your clients that include prescription drugs & the healthcare providers they require.

Surefyre is the best submission platform for modern P&C MGAs and wholesalers. Surefyre's flexible, no-code configuration makes it possible to automate almost any type of P&C insurance. Workflows can be tailored to your business process, from full automation to high-touch subwriting. You can create web applications that meet embedded underwriting requirements right from your website. All the information you need to provide immediate approvals. Automation can increase the efficiency, speed, and accuracy of your staff. Surefyre automates everything. With custom reports, you can quickly see how your business is doing. Surefyre turns your data into a valuable asset that allows your entire team to make data-driven decisions. Integrates with third-party systems for carriers, accounting and claims, rating, backend, and custom solutions. Through Surefyre's API, you can also leverage any new enterprise or insuretech application.

With actionable insights delivered via mobile apps, you can increase the performance of your sales team. Transparency and trust are promoted in the salesforce by enhancing plan communication and governance. Innovative comp model builder simplifies the process of comp plan building for analysts. Using dispute and payment management processes, you can increase sales commission administration productivity. With actionable performance insights, you can improve the quota performance of your salesforce. Through quota and adjustments communication, you can promote transparency and trust within the salesforce. Innovative quota model builders simplify the quota-setting process for analysts. A variety of quota analyses are available to analysts to improve the effectiveness of the quota-setting process. Map-based visualizations of territory level data can improve salesforce execution.

You can stop wasting time renewing renewals. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder™. It is difficult to track carrier commissions. BrokerageBuilder makes it simple. You can track commissions from any carrier easily. You can easily process and validate payments received and gain greater insight into your agency’s commissions revenue. You can centralize your data and create custom workflows for your agency. Users will receive a daily checklist of tasks due and upcoming items to be completed each day. This will help ensure that nothing slips through the cracks.

SIbro software for insurance brokers helps you organize and track each stage of a policy, from prospect management and renewal follow-ups to preparing RFQs, comparing quotes, collecting payments, delivering the policies to clients in order, endorsements and more. Sibro's insurance claim management module automates and simplifies your in-house claims process. Sibro provides the necessary documents for a claim. It can retrieve real-time claim updates via TPA Integration. They can help you in ways that you never imagined. Sibro's accounting module corrects errors and ensures that insurance brokers receive their due receivables. It allows you to track each receivable invoice, and their reconciliation. It also reveals cases where we have missed receiving brokerage. Sibro simplifies your IRDAI Compliance process.

Telarus is the place to go when you want to forecast investment plans, understand recurring income streams and meet your financial obligations. We are the only company in the industry to offer transparent and predictable recurring payments. View real-time snapshots of billings, payments, and commissions. Or, get commission details for orders, suppliers, or customers. Create custom trends and projections based on suppliers and products. Compare forecasted commissions and their relative variations to identify potential discrepancies. Track order inquiry alerts initiated by Telarus or you. You can easily and efficiently dispute discrepancies in commissions by yourself. Simply submit order-specific inquiries. The Telarus Commission Experience Team will review supplier statements, and initiate variance inquiries for you.

This software system for agency management, marketing, and tracking is designed to help independent agents and agencies track and manage their agency more efficiently using best practices. The software is installed in administration mode. After the administrator signs into the system, they begin the setup process. This includes adding carriers' information, agents, lead sources, drip campaign letters, and carriers' information. They can also input individual and group commissions, create and upload customized letters, and set-up all client accounts for each agent. The software allows queries by carrier, lead source, type of lead, and agent. Administrators can create reports that show closing ratios such sales vs. callsbacks and dead-leads.

Our system was developed using top security methods such as encrypted databases, extensive testing, EVSSL certificate, and secure hosted servers with Azure Platform. This allows us to maximize the availability of our clients through auto-scaling. We are HIPAA compliant. We keep a log of every action and monitor any database anomalies. We specialize in building systems for insurance organizations that provide all the tools they need to increase awareness through Integrated-Rating and Billing, SMS, Emails. Calls automation and scheduling.

BriteCore is a cloud-native core insurance platform for P&C insurers that unlocks business growth, delivers greater productivity, and provides a modern customer experience. With the BriteCore Platform, insurers easily administer policies, manage billing and claims, rapidly configure new products, and access detailed reporting and analytics in an all-in-one core system, including agent and policyholder portals. Trusted by over 90 insurers across North America, BriteCore’s policy administration solution enables medium size carriers and MGAs to efficiently manage their insurance operations and effectively compete with the largest providers.

Mobile apps that are private-labeled and allow your customers to shop, schedule services, accept payments, and more all from their mobile devices. Easy online shopping solutions that integrate seamlessly with your software system. Self-service kiosks and cashiering stations that accept all types of payments. We have a long history in insurance and offer many services to help you sell and serve online. In easy-to-understand dashboards, you can see your sales and marketing results in real time. Our call center technology offers a reliable payment option and service option via phone. QuotePro offers web, mobile, and kiosk solutions that allow you to quote, sell, and accept payments securely and accurately online and in-store. Our analytics dashboard allows your team to accurately measure and identify growth opportunities.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

The vendor presents A1 Tracker as a robust and configurable risk management system that can be used standalone or in conjunction with other business segments within an organization. Risk Management & Threat Assessment: Register of risks to track risks at all levels within an organization. This includes entity, project, asset and contract, vendor, divisions, business units, regions, and more. Real-time risk reports and heat maps, dashboard metrics alerts & notifications. Contract Management Contract module to track all types of contracts with customers, vendors, employees, and customers. Claims & Incident Management Reporting on claims and incidents for any type of claim: injury, medical, customer, insurance or asset, liability, work comp, liability, etc. Certificates & Policies in Insurance: Policies & certificates for insurance tracking with reminders and renewals. For agencies & carriers policy management includes tracking clients.

Agency Master is a state of the art insurance agency management software solution that was specifically designed for the trucking, equine and aviation industries. Agency Master is available in cloud or local settings. It promotes paperless offices by providing powerful capabilities such as workflow, certificates accounting, ACORD, company-specific forms and integrated e-mail. Reporting, carrier access, history and more. Agency Mater features an intuitive toolbar with task list and everything an agency needs in order to seamlessly manage their client base.

Your agency providing meaningful value to policyholders is the key to strong retention. HawkSoft's Retention Alerts help you identify clients that need your attention so your staff can provide proactive service. Every interaction should be a "wow" experience. Do in 5 minutes what others agencies do in 25 minutes. Get more out of your existing clients and sales pipeline. HawkSoft's Lead Management categories help you see where your clients are in the sales funnel. Built-in cross-sell or upsell reports allow you to identify policyholders for whom you can offer additional services. To reach clients, you can use batch email, letters and text messages as well as scheduled communications. If data is difficult to access or hard to act upon, it is useless. Key indicators and vitals of agency. Monthly close ratio by producer. Policies per client. Commissions by carrier. Retention. Book of business reports. You can send batch emails from the report view because our reports are actionable.

Spiff will save you hours of tedious spreadsheet work every month. Your reps will be able to improve their quality and receive personalized, real-time commission portals. We'll also work together to increase sales by as much as 10%. Our commission engine is simple yet powerful. How do you do it? It's modular, so you can combine 5 concepts to create any plan. We support flat, tiered and accelerator plans as well as override plans. Spiff can be connected to all your commission systems, including ERP, payments and payroll. Machine learning can match records and eliminate errors between systems. Spiff True-Up Guarantee: If you find an error, we'll pay twice. Change is the only constant in commissions. Test new rules against real data, create new plans, and optimize, baby! Spiff will create smarter and more intelligent recommendations tools. We're impatient too! We want you to see the value of Spiff as soon as possible.

Mobinsure Software Pvt Ltd, an Insurance domain-specific software company, focuses on developing world-class software products for Insurance Intermediaries using SAAS or Cloud models. These applications include Premium Calculator, Premium Quotes, Partner or Channel Management and Lead Management. Policy Management, Renewal, Meeting Reminders, Birthday, Festival and MIS Reporting are some of the features. It's an end-to-end Insurance CRM for all intermediaries.

EbixASP is an online agency management system that was built from the ground up to fully take advantage of the internet. An agency no longer needs to worry about updating agency management software or if a backup is valid. Microsoft Internet Explorer 11.0 is all that is required. Access to your data is now available anywhere, anytime, and anyplace. Your EbixASP system can be extended to your cell phone, so your agency can keep you updated with important messages while your doing what you love - selling insurance! EBIX, an international leader in On-Demand software, E-commerce services for the insurance industry, Ebix, Inc. (NASDAQ: EBIX), provides end-to-end solutions, including carrier systems, agency systems, risk compliance solutions, and custom software development for all entities involved with the insurance industry.

Five Sigma was founded with the mission of enabling claims organizations to innovate. Five Sigma's suite of tools and platform for claims management is what Insurers require to adapt to the rapidly changing world. Our suite of Claims First Cloud-Native products and User-Centric products allows adjusters to better manage claims and do so much faster. Automating administrative tasks allows adjusters to focus on making the right decision, while the system takes care everything else. The complete suite of claims management tools, including an in-system omnichannel communication platform, automated documentation and workflows, reporting, and open APIs. The state-of-the-art claims management platform allows you to go live in just weeks. Five Sigma's unique SaaS offerings, agile methodology, and weekly upgrades make it possible for carriers to improve their claims operations.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

Fully integrated system includes Sales Force Automation (SFA), Customer Relationship Management, (CRM), Accounting, and Business Intelligence. Supports unlimited classes with itemized risk at different rates. Rates can be changed during billing or quotation. Auto premium calculation is based on the tariff for motor classes. Automation can be added to other insurance classes as part of the scalable architecture. Proven and tested since 2001. Reduced operational costs and reduced time. Customer satisfaction and overall efficiency are improved. Increase trust in introducers (statements to be introduced). Insurers prefer to work in efficient agencies, which increases principal trust. Better business systems lead to higher profits.

INSURA is an insurance technology partnership for the insurance industry. We help them increase their market, give more options for their agents, and enhance their corporate image. We offer secure web and mobile-based apps that can be accessed from anywhere and anytime. Insura is a digital transformation partner for clients and provides services and solutions that are based on business and technology consulting. This allows clients to seamlessly translate their strategies into action. Batavianet is an insurance member. Based on the risk profile, analyze the customer's financial requirements. It is easy to make proposals from client gadgets, and it is available anywhere and at any time. Transmit new business instantly, integrated to the payment gateway After submission, agents will be notified by Head Office System of the status of their customer's application. Agents e-submission eq is open to feedback and comments from new businesses. Inadequate ID document, not readable birth date, etc.

Software for modern sales teams that automates commissions. Automate any commission plan. The easy-to-use design tool for sales incentive plans allows you to automate any sales commission structure. Welcome to the world transparent sales commission plans that are updated with real-time sync. Are you looking for custom fields in your CRM? No problem. Complex workflow with multiple logical conditions. You can walk in the park. All thanks to the intuitive sales incentive plan creator at your disposal. All the tools you use in one touch. CRMs, Invoicing, Accounting, Prospecting, Payroll, etc. A powerful commission tracking software allows you to design highly nuanced sales incentives plans. You can set up automated workflows for commission approval, tracking, and payment. They will run like clockwork. Just a few clicks and you can make any changes.

I-underwrite delivers world class auto-underwriting. We offer a complete set of software modules that can be used to deliver an end-to-end, online insurance sales process. This includes needs analysis and quote, digital signature, auto-underwriting and up-sell or cross-sell, offer and acceptance, payment processing and reporting. Auto-underwriting software Our auto-underwriting rules engine is the foundation of our digital insurance software. It is easy to quickly and easily configure underwriting rules to auto-decision life and critical illness, disability, income protection, and medical products to meet any insurer's specific needs. The rules engine can be used as a'self-contained module' that can be integrated into an insurance's hosted environment, or as a Software – as a Service model. You can access the i-underwrite U/W engine via any electronic distribution system.

AGENCYMATE acts as a best friend, supporting Agents in all aspects of their businesses. We like to think of ourselves a virtual extension of your agency, your own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. Every single. Every day. There are so many insurance products and agencies on the market. It is important to find a platform that will help you keep your edge and win customers. AGENCYMATE makes it easy to set up your agency in just minutes. It also includes intuitive guides that will help you get started on leads right away. Your leads will be impressed by your personal responses and your team will have an easy lead nurturing process to ensure that you never miss a sale. AGENCYMATE is the only mobile agency platform that's all-inclusive and designed by agents for agents. It allows you to manage, but also thrive.

One Inc is a single platform that allows insurance companies to process claims payments and premiums. It's the only solution that you need to provide a seamless payment experience. ClaimsPay® allows you to pay claims digitally and close claims faster. Digital claims payments can be delivered through preferred payment channels and methods to increase customer retention, reduce operating costs, and reduce compliance risk. You can give policyholders the digital payment options that they need without having to change your core systems or processes. Securely capture payment information without it being stored on your network. Reporting and reconciliation are quick, simple, and painless. You can put money back in your pocket by electronically processing outbound and inbound payments. No more long-winded paper checks or manual reconciliation and reporting.