Mempercepatkan jualan dasar dengan automasi komisen

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. 

Dipercayai oleh syarikat terkemuka di seluruh dunia 

Tukar perbelanjaan jualan terbesar anda menjadi pemacu pertumbuhan perniagaan 

Compass can automate every aspect of your commission program. Transform how you manage, pay, and reward insurance agents every pay cycle. Engagement and performance automatically rise when agents can see how they are doing on a live, data-rich commissions platform

Automatikkan rancangan komisen kompleks dalam beberapa minit

Take back your time for tasks that matter. Automate your commission program from launch, commission calculation, performance management, and payout disbursement with Compass

Memperkemaskan proses komisen dari hujung ke hujung

Penyepaduan data

Mengintegrasikan data dan menjalankan program untuk KPI yang anda ingin mempercepatkan (GWP, Jualan dasar, Rujukan, dll.)

Automasi aliran kerja

Buat aliran kerja dan automasikan program berbilang dan kompleks dengan peraturan, syarat &formula unik

Automasi pengiraan

Tiba pada pampasan yang tepat dengan mengautomasikan pengiraan komisen yang kompleks dan tidak meninggalkan ruang untuk kesilapan

Automasi kelulusan 

Memastikan pembayaran tepat pada masanya dengan mengautomasikan proses kelulusan pelbagai peringkat di kalangan pihak berkepentingan

Gamify merancang dan menggembirakan ejen dengan pembayaran tepat pada masanya

Perkasakan ejen anda untuk menjadi rockstar jualan insurans. Memotivasikan mereka dengan pengalaman jualan gamified. Beri mereka akses langsung kepada ETE dan komisen mereka dan menonton jualan mereka melambung tinggi

Jadikan jualan insurans menyeronokkan untuk ejen anda

Pengalaman unggul

Memacu tingkah laku yang mempercepatkan jualan dengan gamifikasi memberi tumpuan kepada matlamat yang mencabar dan ganjaran bermakna

Persaingan sihat

Memupuk persaingan sihat dengan papan pendahulu, kad skor, dan lencana ganjaran

Pemberitahuan proaktif

Hantar peringatan secara automatik kepada ejen tentang sasaran dan maklumkan mereka tentang ganjaran dan pendapatan

Ganjaran motivasi

Benarkan mereka menebus ganjaran secara tunai, kad hadiah prabayar, pengalaman atau baucar hadiah 

Manfaatkan analisis masa nyata untuk meningkatkan prestasi jualan anda.

Devise strategic plans for different sales channels and achieve targets faster with predictive analytics on Compass.

Rancang & capai sasaran dengan lebih pantas dengan cerapan ramalan

Ramalan jualan

Biarkan analisis ramalan memacu ramalan jualan, membantu mengoptimumkan sasaran, dan merealisasikan matlamat dengan lebih cepat

Pengurusan prestasi

Jejaki prestasi ejen anda dan KPI berkaitan komisen pada papan pemuka intuitif dan boleh disesuaikan

Cerapan masa nyata

Cita-cita ejen jualan bahan api dengan menyediakan mereka dengan akses masa nyata kepada metrik prestasi mereka

Pengoptimuman program

Memperoleh kecerdasan dari program masa lalu untuk mengoptimumkan rancangan, sasaran, dan ejen untuk program baru

Make insurance sales fun, recurring, and profitable with Compass

95%

Pengurangan masa pemprosesan insentif

80%

Penjimatan produktiviti jualan

20%

Penjimatan belanjawan insentif

95%

Pengurangan masa pemprosesan insentif

80%

Penjimatan produktiviti jualan

20%

Penjimatan belanjawan insentif

Inilah yang pelanggan katakan

Centralize the performance tracking of your insurance agents and advisors

10X the sales volume of your insurance product sales with both internal and external distribution ​network with a unified sales performance management solution
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Reduce your agent churn out rate

Selling insurance products is primarily human-intensive and is managed by numerous agents or advisors. To retain your agents, you need to have a transparent incentive structure.
Mobile app for every producer, brokers, advisor, etc

Enable your agents, brokers, and distribution partners with a mobile app consisting of custom dashboards for respective sellers to track and improve their performance.

Implement KPIs like renewals, premium paid, etc

Remove the confusion about your incentive structure, no matter the complexity of the parameters, with simple plan documents and an earnings calculator.

Monitor policy activities in real-time

Compass provides 100% data accuracy and enables you to make decisions by understanding which insurance products are performing well under which channel, like brokers, agents, etc.
Replace Excel to track all insurance product sales

Remove handling 1000+ spreadsheets across multiple teams to calculate commissions or channel incentives. Centralize calculations & tracking under a single dashboard.

Data accuracy in managing split commissions

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.

Healthy competition among agents

Gamify the entire selling experience across product lines such as life insurance, vehicle insurance, home insurance etc. using leaderboards and sales contests templates.
Integrate gamification to your existing agent app

Using our SDKs, you can integrate gamification elements like live leaderboards, scorecards, pre-built themes, and templates into your existing app used by agents.

AI-powered nudges for agents, brokers, partners etc.

Send personalized time and event-based notifications and nudges for various scenarios like milestone completion rates, immediate deadlines, quota attainment etc.

Enterprise-grade features for scale and complexity

Compass has developed a comprehensive suite of features and functionalities aimed at significantly reducing the time and cost spent in managing incentive compensation programs.

Joins and Unions
Overrides
Multi-user editing
Papan pendahulu
Plan Documents
Audit log exports
Clawbacks
Email notifications
Manager coaching views
Detailed audit logs
SOC compliance
CSV Export

End-to-end SPM solution for insurance companies

Explore a comprehensive suite of features aimed at significantly reducing the time ​and cost spent in managing incentive compensation programs.
Pay Overrides

Pay additional compensation to sales managers based on the performance of their team or the business unit they oversee.

Clawback provisions

Initiate clawbacks and recover agents or advisor commissions for cancelled policies, misrepresentation, breach of contract, and more.

Crediting rules

Build incentive structures with flexible crediting rules for agents and third-party advisors, such as renewals, new customers, premiums paid, etc.

Middle-men incentives

Incentivize your middle-men through KPIs, including leads generated, policies sold, customer acquisition cost, return on investment, etc.

Dispute Management

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

Earnings calculator

Empower agents to calculate their incentives or commissions beforehand with an earnings calculator, enabling them to focus on high-value deals.

Product Tour

Replace spreadsheets for efficient data governance

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.

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Integrasi

85+ Integration options

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.

SAP
Connect the sales incentive data from SAP platforms.
Netsuite
Centralize your sales commissions and channel incentive data
MS dynamics 365
Integrate and track scheme performance in real-time
MySQL
Link your sales commission data with the SQL tables.
SFTP
Connect data with Compass’s SFTP through a seamless process.
Helaian Google
Stop doing manual data entry by connecting sheets with Compass.

Enterprise-Grade data security and privacy management

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.