Commissionly Tracker

Commissionly Tracker

Commissionly
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About

Comissio is an insurance-specific commission management platform that centralizes, automates, and streamlines the entire lifecycle of insurance commission processing, tracking, and reporting so agencies can replace manual spreadsheets and fragmented tools with one cloud-based system. It supports single and multi-carrier processing, handles new and recurring commission runs in a single batch, and lets users set customized pay codes, schedules, and hierarchies for agents with varying commission structures. It automates commission calculations, adjustments, and chargebacks, creates ACH files for direct commission payments, and provides real-time dashboards and reporting to improve visibility into beginning balances, advances, recoveries, and ending agent balances. Designed for health, life, and accident insurance businesses, Comissio helps reduce human error, expedite payouts, and simplify complex hierarchies and reconciliation by consolidating data.

About

For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance. Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines. Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data. The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies, carriers, FMOs, and finance teams that want a dedicated platform to automate, track, and report commission calculations and payouts accurately

Audience

Commission tracker solution for Medicare and other lines of Insurance

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$249 per month
Free Version
Free Trial

Pricing

$899 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Comissio
United States
comissio.com

Company Information

Commissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly

Alternatives

Commission Tracker

Commission Tracker

Commission Tracker Software LLC

Categories

Categories

Compensation Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
QuickBooks Cash
Salesforce
Xero
Zendesk
Zoho CRM

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
QuickBooks Cash
Salesforce
Xero
Zendesk
Zoho CRM
Claim Comissio and update features and information
Claim Comissio and update features and information
Claim Commissionly Tracker and update features and information
Claim Commissionly Tracker and update features and information