Commission Tracker for Insurance
von AmbiCom4.7 / 5 30 Bewertungen
Wer nutzt diese Software?
Insurance agencies who already have a CRM in place and need to add commission management.
Durchschnittliche Bewertung30 Bewertungen
- Gesamt 4.7 / 5
- Benutzerfreundlichkeit 4.8 / 5
- Kundenservice 5 / 5
- Funktionen 5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
- Startpreis 57,00 $/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Cloud, SaaS, Web
Installiert - Windows
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 1995
Über Commission Tracker for Insurance
Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers.
But it also does so much more... giving you detailed reports from every angle of your business.
Many agencies begin by trying to track these commissions with Excel spreadsheets but soon find themselves unable to easily produce reports.
Commission Tracker for Insurance Funktionen
- Berechnungen der Kommission
- Compliance Management
- Degressive Kommissionen
- Flache Kommissionen
- Kommissionen aufteilen
- Mehrstufige Provisionen
- Prozentuale Kommissionen
- Leben & Gesundheit
- Schaden- und Unfallversicherung
- Verwaltung von Versicherungspolicen
Die hilfreichsten Reviews für Commission Tracker for Insurance
Bewertet am 3.4.2018
Allows you to manage your book of business with a positive financial impact!
Kommentare: Confidence that you are managing your revenue!
Vorteile: Commission Tracker is user friendly and yet very detailed. Ability to building your carrier commission scales allows you to calculate your book of business to the penny. The import of commissions is easy to use unlike some other products. For folks that prefer to hand key, this is easy as well and the discrepancies appear right on the screen, which allows the auditing process to start immediately. The program is multi-user and allows for permission settings. The key to this software is the customer service. Any question or issue is addressed quickly and diligently. If you have a specific need, the programmers try to understand how you manage your business to help understand the best solution. Sometimes your needed solution becomes a program update. Love that they are open to real life needs and solutions. This is not an out of the box product that does not evolve!
Nachteile: Not a personal fan of crystal reports because I am not well versed in it. All reports are exportable to Excel, however Crystal to Excel sometimes need manipulating. That being said, if a report needed is not programmed, the programmers will help create one specific for your needs.
Bewertet am 10.3.2016
There isn't a better commission Tracker Software
Kommentare: In my opinion, Commission Tracker is THE best commission tracking software on the market, for any price and it is amazingly affordable! This will be a rather wordy review, but I can't say enough wonderful things about Commission Tracker. I found CT 3 years ago and chose it because it was within our budget and the demo looked like what we needed. Little did I know that it was not only what we needed, but it is awesome! It is easy to learn, easy to use, has a huge number of user option oriented reports that are accurate. It also does future commissions predictions. It tracks carrier commissions receivable and producer payable commissions with tremendous flexibility. You can use CT for P&C and Health and Benefits. It works great for both and it does both very well, better than other packages I have used and demoed. It also has customizable commission tables for graded commissions, PCPM and flat rate. Producer commission tables also offer quite a bit of flexibility. Commission Tracker was perfect for my needs. However, my sales staff needed an agency management system and my boss wanted it fully integrated with the accounting software. We saw demos for Vertafore and Applied Systems. Whenever I asked if they could do something that CT can do for tracking commissions, they told me, "No." So we investigated many other packages and decided on one, I don't want to offer the name because I am currently using it. My new software is great for what the sales staff needs but is tremendously lacking in the commission tracking, sales tracking and reporting side. I had much more confidence in Commission Tracker than this package or any that I have seen. I told the staff at Commission Tracker that if they ever develop up to a full blown AMS and financial package, I would return to them in a heartbeat. The support staff is extremely responsive and helpful. And the programming staff is constantly coming up with new and excellent features and enhancements. So, if you are looking for a competent, dependable, user friendly, affordable software to track your insurance sales and commission activity, COMMISSION TRACKER GETS INSURANCE LIKE NO ONE ELSE DOES!!!
Bewertet am 2.10.2019
Couldn't function without it
Vorteile: This software is absolutely amazing. I could not process commissions without. We were using an excel spreadsheet to track our commissions until we just got to big and it was too hard to keep up with. We have used commission tracker for maybe 8 years or so now and it has made life so much easier. It allows us to track what we are being paid and if we are missing commissions or not getting the correct amount. Also because we have multiple agents that we pay it tracks the commission splits with so much ease. Love, Love, Love this software.
Nachteile: might take a little bit of a learning curve to get used to. Wish I had done some things different from the beginning because it's too late to change them now. The way you enter info can be subjective to the person doing the entering and therefore trying to train someone else to take over is very difficult because they may not do it the same way and therefore you will end up with inconsistency.
Bewertet am 7.5.2018
Excellent customer support (whenever I've needed it), Effective Reporting Capabilities & Easy to Use
Kommentare: I use it every day and it has provided me with excellent reporting capabilities to give to key decision makers, it allows me to pull data quickly for various reports I run for internal and external reporting, and through the uploading of statements the amount of time it takes to import data has decreased by over 50%.
Vorteile: I like the Customer Support, the ease of uploading statements and the reports that are available that I can provide to decision makers and producers.
Nachteile: I'd love to be able to more easily manipulate the excel downloads of the reports. I'd like to be able to run Pivots with them more easily.
Bewertet am 30.3.2018
Great program, saves so much time and prevent mistakes
Vorteile: Easy to use once the data is incorporated into the system. Execl spreadsheet quickly import to the system. The reporting section is outstanding and very useful to the agent and management. Tremendous time saver reducing a week of manual data input of Excel to just a few minutes. Exceptional service by a local tech support, not somebody in India.
Nachteile: The requirement to make sure the excel spreadsheet exactly meets the import requirements. The length of some of the data fields is restrictive. The program doesn't include a balancing mechanism rechecking the commission splits with the gross commission.