Accélérer les ventes de polices d'assurance grâce à l'automatisation des commissions

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. 

Des entreprises de premier plan dans le monde entier lui font confiance 

Transformez votre principal poste de dépenses en un moteur de croissance pour votre entreprise 

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

Automatiser des plans de commission complexes en quelques minutes

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

Rationaliser le processus de commission de bout en bout

Intégration des données

Intégrer les données et exécuter des programmes pour les KPI que vous souhaitez accélérer (GWP, ventes de politiques, recommandations, etc.).

Automatisation des flux de travail

Créer des flux de travail et automatiser des programmes multiples et complexes avec des règles, des conditions et des formules uniques.

Automatisation des calculs

Obtenir une rémunération précise en automatisant les calculs complexes de commissions et en ne laissant aucune place à l'erreur.

Automatisation de l'approbation 

Garantir le versement des paiements dans les délais en automatisant le processus d'approbation à plusieurs niveaux entre les parties prenantes.

Gamifier les plans et ravir les agents avec des paiements à temps

Donnez à vos agents les moyens de devenir les stars de la vente d'assurance. Motivez-les en leur offrant une expérience de vente ludique. Donnez-leur un accès en direct à leurs OTE et à leurs commissions et voyez leurs ventes monter en flèche.

Faites en sorte que la vente d'assurance soit un plaisir pour vos agents

Expérience supérieure

Susciter des comportements qui accélèrent les ventes grâce à la gamification axée sur des objectifs stimulants et des récompenses significatives.

Une concurrence saine

Favoriser une concurrence saine grâce à des tableaux de bord, des cartes de score et des badges de récompense.

Notifications proactives

Envoyer automatiquement des rappels aux agents concernant les objectifs à atteindre et les informer des récompenses et des gains.

Récompenses motivantes

Leur permettre d'échanger leurs récompenses contre de l'argent, des cartes-cadeaux prépayées, des expériences ou des chèques-cadeaux. 

Exploitez les analyses en temps réel pour améliorer vos performances commerciales.

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

Planifier et atteindre les objectifs plus rapidement grâce à des informations prédictives

Prévisions de vente

L'analyse prédictive permet d'établir des prévisions de vente, d'optimiser les cibles et d'atteindre les objectifs plus rapidement.

Gestion des performances

Suivez les performances de vos agents et les indicateurs clés de performance liés aux commissions sur des tableaux de bord intuitifs et personnalisables.

Informations en temps réel

Stimuler l'ambition des agents de vente en leur donnant accès en temps réel à leurs indicateurs de performance

Optimisation du programme

Tirer des enseignements des programmes antérieurs pour optimiser les plans, les cibles et les agents des nouveaux programmes.

Make insurance sales fun, recurring, and profitable with Compass

95%

Réduction du temps de traitement des incitations

80%

Gains de productivité commerciale

20%

Économies sur les budgets d'incitation

95%

Réduction du temps de traitement des incitations

80%

Gains de productivité commerciale

20%

Économies sur les budgets d'incitation

Voici ce que disent nos clients

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
Classements
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.

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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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Intégrations

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.
Google Sheets
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.