Gemotiveerde, gemotiveerde verzekeringsagenten presteren beter. Verzeker u tegen lage verkoopproductiviteit met Compass. Commissieprogramma's en team-KPI's kunnen nu eenvoudig worden beheerd en bijgehouden met een geautomatiseerd commissieplatform.
Gegevens integreren en programma's uitvoeren voor KPI's die je wilt versnellen (GWP, polisverkoop, verwijzingen, etc.)
Creëer workflows en automatiseer meerdere en complexe programma's met unieke regels, voorwaarden en formules
Bereik een nauwkeurige compensatie door complexe commissieberekeningen te automatiseren en laat geen ruimte voor fouten
Zorgen voor tijdige uitbetaling van uitbetalingen door het goedkeuringsproces op meerdere niveaus tussen belanghebbenden te automatiseren
Gedrag stimuleren dat de verkoop versnelt met gamification gericht op uitdagende doelen en zinvolle beloningen
Bevorder gezonde competitie met klassementen, scorekaarten en beloningsbadges
Stuur agenten automatisch herinneringen over doelen en breng ze op de hoogte van beloningen en verdiensten
Laat ze beloningen inwisselen in contant geld, prepaid cadeaubonnen, ervaringen of cadeaubonnen
Laat voorspellende analyses verkoopvoorspellingen sturen, doelen helpen optimaliseren en doelen sneller realiseren
Volg de prestaties van je agenten en commissiegerelateerde KPI's op intuïtieve en aanpasbare dashboards
Stimuleer de ambitie van verkoopagenten door ze realtime toegang te geven tot hun prestatiecijfers
Informatie uit eerdere programma's afleiden om plannen, doelen en agenten voor nieuwe programma's te optimaliseren
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.
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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.