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Commission Tracker
Was ist Commission Tracker?
Commission Tracker wurde speziell für Versicherungsagenturen entwickelt, die Gruppen- und individuelle Leistungen verkaufen. CT konzentriert sich auf die Verwaltung der vom Versicherungsträger an deine Agentur gezahlten Provisionen sowie der Provisionen, die an deine Fertiger gezahlt werden müssen.
Aber die Software tut noch viel mehr: Du erhältst detaillierte Berichte aus jedem Winkel deines Unternehmens.
Viele Agenturen verfolgen diese Provisionen zunächst mit Excel-Tabellen, stellen jedoch bald fest, dass die Berichterstellung kompliziert ist.
Wer verwendet Commission Tracker?
Versicherungsagenturen, die bereits ein CRM haben und Provisionsmanagement hinzufügen müssen.
Du bist nicht sicher, ob Commission Tracker das Richtige ist?
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Commission Tracker
Weitere gute Alternativen zu Commission Tracker
Bewertungen über Commission Tracker
Have been using it for 15 years, very reliable and gets the job done.
Kommentare: Saves time, makes payroll a breeze.
Vorteile:
The Commission Tracker is very comprehensive in setting up producers and client accounts. it handles multiple splits easily so for clients with multiple agents it is very handy. While data entry is straightforward, when there are lots of commissions statements it will take a lot of time. They have an in-house data entry service that is very effective and when I switched over, it made it much easier to process commissions.
Nachteile:
For most people it should not be a problem but the installed version runs on a Windows computer. The cloud version is a better way to run the software because there is no need to save the data locally.
Competitive Edge
Kommentare: With [sensitive content hidden] to support you, your in good hands
Vorteile:
Versatility and specialize for the insurance industry
Nachteile:
Complex to set up. So many options. Be nice to have video training.
Antwort von AmbiCom
vor 7 Monaten
We’re thrilled to hear that you've had a positive experience with Commission Tracker Software! If you need further assistance, feel free to reach out to our support team for the training videos covering many of the features within the software.
Commission Review
Kommentare: Better system for commission purposes
Vorteile:
Tisha is an awesome asset and very helpful!
Nachteile:
Nothing to report. I have had pleasant experiences.
Antwort von AmbiCom
vor 2 Jahren
We sincerely appreciate the opportunity to contribute to the growth and prosperity of your company, and we remain dedicated to providing unmatched assistance. Thank you for choosing Commission Tracker as your trusted partner. We genuinely value our ongoing partnership and eagerly anticipate serving you in the future.
In Betracht gezogene Alternativen:
Great Product - Fantastic Team
Kommentare: Over the five years I've used the software, the team members have listened to my requests and done their best to help me get the information I need. More than once their regular monthly updates have added yet another feature to make my life easier. They're constantly improving an already powerful tool and working with them is always a pleasure.
Vorteile:
I tracked commissions manually with a spreadsheet for years. There was no check and balance and it was difficult to guarantee accuracy. Commission Tracker took a monumental task, made it manageable, and cut my completion time in half. Now I have an efficient and accurate method for financial analysis and more time to work on production.
Nachteile:
There is no way to make a carrier table inactive, and many commission schedules change every year. I'd like to hide those not in use from the New Policy drop-down. I've also noticed that making an agent inactive doesn't remove them from any of the drop-downs. If we were a larger agency, this would be a big problem. Some reports don't have the filtering and/or sorting options that I need, but there is usually a workaround.
Antwort von AmbiCom
vor 2 Jahren
Thank you for your Support! We are glad Commission Tracker has aided you in so many ways.
Commission Tracker Review
Vorteile:
Makes keeping track of commissions very simple and organized. If i need support with certain functions, I receive assistance in a timely manner.
Nachteile:
No cons at this time for commission tracker
Antwort von AmbiCom
letztes Jahr
Commission Tracker is thankful for the opportunity to support you in managing your commissions. Our dedicated support team is committed to providing timely assistance, ensuring a smooth and efficient commission tracking process. We eagerly anticipate continuing to assist you with your commission tracking needs in the future.
