Motivated, incentivized insurance agents are better performers. Insure against low sales productivity with Compass. Commission programs and team KPIs can now be easily managed and tracked with an automated commissions platform.
Integrasikan data dan jalankan program untuk KPI yang ingin Anda akselerasi (GWP, Penjualan polis, Referensi, dll.)
Buat alur kerja dan otomatisasi beberapa program yang rumit dan kompleks dengan aturan, kondisi, & formula yang unik
Dapatkan kompensasi yang akurat dengan mengotomatiskan penghitungan komisi yang rumit dan tidak menyisakan ruang untuk kesalahan
Memastikan pencairan pembayaran tepat waktu dengan mengotomatiskan proses persetujuan multi-level di antara para pemangku kepentingan
Mendorong perilaku yang mempercepat penjualan dengan gamifikasi yang berfokus pada tujuan yang menantang dan hadiah yang bermakna
Menumbuhkan persaingan yang sehat dengan papan peringkat, kartu skor, dan lencana penghargaan
Secara otomatis mengirim pengingat kepada agen tentang target dan memberi tahu mereka tentang hadiah dan penghasilan
Izinkan mereka untuk menukarkan hadiah dalam bentuk uang tunai, kartu hadiah prabayar, pengalaman, atau voucher hadiah
Biarkan analitik prediktif mendorong prediksi penjualan, membantu mengoptimalkan target, dan mewujudkan tujuan dengan lebih cepat
Lacak kinerja agen Anda dan KPI terkait komisi di dasbor yang intuitif dan dapat disesuaikan
Ambisi agen penjualan bahan bakar dengan memberikan mereka akses waktu nyata ke metrik kinerja mereka
Memperoleh informasi intelijen dari program-program sebelumnya untuk mengoptimalkan rencana, target, dan agen untuk program-program baru
Enable your agents, brokers, and distribution partners with a mobile app consisting of custom dashboards for respective sellers to track and improve their performance.
Remove the confusion about your incentive structure, no matter the complexity of the parameters, with simple plan documents and an earnings calculator.
Remove handling 1000+ spreadsheets across multiple teams to calculate commissions or channel incentives. Centralize calculations & tracking under a single dashboard.
Selling an insurance product involves more than one agent or an advisor. Ensure accurate attribution to the respective hierarchy, no matter the number of middle-men involved.
Using our SDKs, you can integrate gamification elements like live leaderboards, scorecards, pre-built themes, and templates into your existing app used by agents.
Send personalized time and event-based notifications and nudges for various scenarios like milestone completion rates, immediate deadlines, quota attainment etc.
Pay additional compensation to sales managers based on the performance of their team or the business unit they oversee.
Initiate clawbacks and recover agents or advisor commissions for cancelled policies, misrepresentation, breach of contract, and more.
Build incentive structures with flexible crediting rules for agents and third-party advisors, such as renewals, new customers, premiums paid, etc.
Incentivize your middle-men through KPIs, including leads generated, policies sold, customer acquisition cost, return on investment, etc.
Centralize all the queries and disputes concerning commission calculations and payouts with the ability to approve or reject.
Empower agents to calculate their incentives or commissions beforehand with an earnings calculator, enabling them to focus on high-value deals.
Product Tour
Experience the agility and simplicity of spreadsheets with power of automation at scale. The user-friendly dashboard allows you to build, launch, and optimize sales commission plans without technical expertise.
Centralize your sales data from any number of data sources under a single platform. Our talented tech team will help you integrate your data from any database like SAP, Oracle, MYSQL, etc in no time.
Data protection is of utmost importance to us, and we are committed to providing a safe, secure, and compliant loyalty ecosystem for enterprises with the highest standards of data security and privacy across storage, exchange, collection, and processing.