Insurance commission software built to drive agent performance
Our insurance commission software automates complex crediting rules, ensures compliance, and motivates agents with real-time transparency into earnings made across products.
Track and analyse commissions paid for any insurance products
Provide complete visibility into commission logic on various policies
Forecast earnings based on different policies
Your insurance agent can calculate the potential commissions that they can earn upon selling different types of policies, including health, vehicle, and so on.
Provide calculation logic documents in-app itself
Enable your agents to understand how commissions are calculated for different policies which are assigned to them under a documents tab in a mobile app.
Provide real-time commission tracking with a mobile app
Enable your agents to keep track of their complete history of all commission payouts received, including dates, amounts, etc.
Simplify plan complexity and compliance in insurance commissions
Handle state and federal regulations
We ensure that you stay compliant with all local, regional and international regulations for different licensing requirements, commission caps, and disclosure rules for each state.
Automatically calculate and withhold taxes based on local tax laws and regulations.
Provide reports including changes made to commission plans, adjustments, and payment history.
Ensure that sensitive payment data is encrypted to protect against unauthorized access.
Stay compliant with revenue recognition standards and regulations of NAIC, FIO, etc.
Improve agent performance and sales
Replace outdated, costly systems prone to errors with our insurance commission software that enables you to gather ROI insights on policy sales tied to various commission plans.
Track agent performance based on policy sales, renewals, etc
Track your agent's performance metrics, potential payouts, and any adjustments made due to splits, clawbacks, or other factors. Provide them with real-time earnings visibility on a mobile app.
Automate agent commission statement with on-time payouts
Enable on-time payouts for your agents, whether on a transactional or aggregate basis, with error-free calculations. You can automate commission approvals and reduce manual labour.
Report on policy performance
Leverage our platform's in-depth reports to track agent commission payouts, analyze policy performance, and uncover upsell and cross-sell opportunities.
Commission summary
Custom dashboards
Overrides
Policy reconciliation
Commission vs premium
Premium payments
Split commissions
Cancelled policies
Escalations
Commission forecasts
Run AI-powered sales contests
Gather insights on how the sales competitions are helping your agent’s performance in different ways and enable them to track their performance on the go.
Run sales contests and stream live on your company’s digital screens worldwide.
Launch one-on-one or team competitions, rewarding top performers to drive sales.
Keep your sales reps engaged and create urgency with race-based competitions.
Create communities to let team members collaborate and support each other toward common goals.