Motivate insurance agents with earnings visibility and gamification

Simplify insurance agent compensation with transparent incentive structures and how deals translate to forecasted earnings.

Track agent performance with data visualizations across multiple programs

Replace the traditional diagrams and subjective interpretation with a customizable real-time reporting dashboard that provides actionable insights for maximizing ROI.

Build, test and launch commission programs within minutes

No code rule builder
Build commission models easily using our user-friendly dashboard and go live quickly with our predefined functions, data templates, and themes.
Seamless Integrations
Integrate your CRM, HCM, spreadsheets, or any other data source using our native and custom integrations, centralizing your sales data.
Commission simulation
Build and test different insurance sales commission structure and their impact on your financial health using our no-code simulation builder.
AI Powered Nudges
Send personalized time and event-based notifications and nudges for various scenarios like completion rates, immediate deadlines, etc.

Centralize thousands of sales touchpoints with one platform

Gain visibility and control over the performance of in-house agents, telemarketers, channel partners, and more.

Design commission programs faster with a no-code platform

Integrate and centralize your sales data across multiple internal and external sales channels within minutes. 
Build your plan logic from scratch or use templates to launch plans with monthly quotas, quarterly bonuses, etc.
Estimate the sales expense for each plan and launch the model that best suits the agent and the company. 
Override programs anytime after launch and adjust them to match the performance of the insurance agent. 

Build engagement and accountability across teams

Create leader boards with your north-star sales metrics like deals closed, revenue generated, and more. 
Gamify the entire selling experience with milestones, scorecards, badges, etc., and facilitate engagement.
Promote ownership among insurance agents for every deal with real-time visibility into their potential earnings. 
Build trust with agents using open or closed communities to discuss ideas or discrepancies. 

Replace manual report creation with robust dashboards

Easily provide reports on the most critical KPIs like quota attainment with customizable dashboards.
Configure reports with visualization options like metrics vs. plans, region-wise tracking, and more. 
Save time by automating expense reporting and stay compliant with ASC 606 and other regulations.

Go-to commission software with a comprehensive suite of features

Gamification

Build engaging commission programs with leaderboards, scorecards, contests, milestones, and more.

Integrations

Integrate with popular CRM software such as Hubspot, Salesforce, ZohoCRM, CloseCRM and more.

Communities

Establish groups and encourage high performers to share best practices with the team and foster collaborative culture.

Mobile App

Provide granular earnings visibility in the app with multilingual and multicurrency capabilities.

Escalations

Centralize all the queries and disputes concerning commission calculations and payouts with the ability to approve or reject.

Payouts

Automate the disbursal of payouts with error-free calculations and on-time delivery.

Build and collaborate across your sales team effortlessly

Motivate and engage your teams with clear commission models and visible earnings.
Sales/Revenue Operations
Drive revenue with a holistic approach to the sales commission process and improve morale across the team.
Sales Leaders
Get your team closer to revenue goals with commission plans that drive engaging sales behaviors.
Finance & Accounting
Validate commission earnings, eliminate disputes in calculation and payouts, and maintain compliance.
Human Resources
Identify & retain top talent with a transparent & flexible commission structures across the organization.

Compass is best suited for all of your enterprise needs

Launch scalable sales commission programs with accurate calculations and payouts.
Custom Integrations
Our talented tech team will help you centralize your data from any source, like CRM, ERP, HCM, etc, in no time.
Onboarding Support
From onboarding to implementation, you will receive a dedicated resource, reflecting our equal investment in your success.
Multi-Region Deployments
Our global cloud infrastructure allows you to choose how and where you want to store your data.

Enterprise-Grade data security and privacy management

Compass meets the highest certification standards to help reduce compliance
burdens for your business and keep payouts safe.
Here is what Compass offers:
HTTPS and HSTS for secure connections
The platform adheres to all global standards including WCAG, SOC II, ISO 27001, CCPA, HIPPA and GDPR
Checks and processes like VAPT, code reviews, BCP, firewalls, IDS, logging, monitoring, MFA, data encryption and code audits.

Trusted by leading global enterprises

”67% reduction in payout escalations”

Compass allowed us to communicate with our employees much more efficiently by giving them visibility into commission earnings, answering queries, and resolving disputes under a single tab. Our sales team was able to focus on closing more deals rather than worrying about commission errors.

Director of sales operations, Xero

”100% accuracy in payouts”

With over 10,000+ sales team members worldwide, Compass has given us the confidence to ensure accurate payouts in our commission programs. Compass has been instrumental in making our commission calculations seamless, transparent, and efficient.

Regional Sales Head, Mercedes Benz Financial Services

”90% average reduction in overpayments”

Before Compass, we struggled with overpayments, which not only affected our profits but also complicated our financial processes. Since adopting Compass, we've experienced a phenomenal 90% average reduction in overpayments.

Director of Revenue Operations, Godrej Finance