Energize Your Insurance Sales Producers And Managers

Use gamification to make boring insurance sales fun with interactive contests and commission plans, and automated, on-time, error-free disbursals.

Trusted by the world’s best insurance companies

Designed to solve problems in Insurance Sales

Sales Producers

Includes channels like Agency, Bancassurance, Broking, Collections, Direct Sales, or POSP

Insurance sales is boring, Gamification make it interesting!

Monotony in sales attributes to significant business loss. Insurance sales producers faces following challenges

Pushy Goalsheets
  • No Recognition for intermediate achievements
  • Low Motivation to sell
Non-Engaging Schemes & Contests
  • Lack of contests awareness
  • Tough to get Scorecards
  • Errors & Delays in disbursals

Managers

Includes ABMs, BMs, Area Heads, Regional Heads, and other managers in the hierarchy

One-Click access to trends, performances and contests

Clear and instant visibility of performance data, contests and commission plans is important. Goal-sheets can help managers have bang-on conversations. However they face challenges in

Tracking Live Performance
  • Performance of self, sales producers and skip-level reportees
  • Leaderboards of performers, non-performers and inactive users
Visibility of Contests & Offers
  • Unawareness about contests & offers
  • Mapping eligible contests with different segments
Communication
  • Striking earning-based conversations
  • Income planning with sales producers

Program Admins

Includes Sales Strategy Professionals, Engagement Managers, National Heads and other key stakeholders

Error-free, On-time Disbursals with Live ROI Tracking

Delays and errors in publishing contests, scorecards and disbursals create frustration. This leads to attrition and productivity losses. Some of the problems for them are

Publishing Contests & Incentive Plans
  • Designing, Publishing and Broadcasting Contests is time consuming
  • Tracking contest performance manually
Timely Calculations & Disbursements
  • Error-free calculations
  • Adjustment requests
  • Timely disbursals
Drawing Actionable Insights
  • Informing the sales producers about target gaps
  • Insights on contests

Publish Contests & Commission Plans in Under 10 Mins

Publish with Game Templates

Publish Incentive Programs in under 10 minutes! Select game templates, define KPIs and create logic with rules, variables and conditions.

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Live Scorecards

Access Live Scores so your team and you can track performance real-time! Track Leaderboards to check how various teams are faring.

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One-Click Payments

Calculate incentives with complex data sets and eliminate delay and manual errors, so your sales force can transfer their earnings directly in their bank account or redeem against 5000+ gift cards.

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Groups & Communities

Encourage open and transparent communication through your organization through Communities. Groups with targeted sets of people for specific communication may also be created.

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Nudges & Notifications

Timely Behavioral Nudges to keep your team on top of their performance. Nudges are sent as Push Notifications, Email, and SMS to help accelerate performance.

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Trends & Insights

Powerful and on-time insights, along with predictive analytics that help you take data driven decisions and drive performance.

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Leverage the Power of Compass Across your Team

Sales Producers

Make sales fun again for your sales team with interactive games, error-free calculations and on-time disbursals. Motivate your team to do more.

Managers

Make your Team Manager’s role effective with visibility of Sales Teams’ performance, live leaderboards and contest awareness

Program Admins

Make your Program Admin’s life easier with easy-to-publish contest templates that suit your programs with error-free and on-time disbursals.

Impact in your Insurance Business

We’ve got it covered! No matter how simple or complex your incentive programs,
Compass can handle it from start to finish.

100%
Clear & Transparent Communication

No more manual scorecards and nudging! Move away from static WhatsApp and email communication to nudge-based notifications.

80%
Sales Productivity

Better visibility of contests and commission plans motivate the sales team to earn more, directly accelerating productivity.

90%
Saving On Processing Time

No need to pour over excel sheets anymore! See a reduction in incentive processing time, and alleviate any manual errors too!

15%
Savings On Budgets

Working within budgeted payouts? Save on error, delay, non-redemption, and attrition-led budget leakage.

One of the top 10 Insurance companies globally use Compass

Check out how Compass Gamification helped this top insurance provider increase their agent activity by 100%

Read Article

Seamless integrations with your CRMs

Integrate Compass via webhooks, APIs or SDKs. Link and add gate filters in case of multiple data sources

Learn More

Showing Salespeople the Path to Success Using Gamification

Motivating sales reps is difficult. Gamifying their sales journey to make it interesting is the key. Here's our take on how Compass - a Gamification software can make motivating sales reps interesting with gamification

Read Article

What our customers say about us

Friendly and efficient team
“ Such a customer friendly team and best professionals to take care of our business requirements. I believe that your strength is your team members and their passion for work. Keep the good work guys, it’s time for me to move on with my career, but wherever I go, if given an opportunity I would reccomend Compass along with this efficient team. I wish you all success. ”
Manigandan R
Product Designer
Great Range of Rewards!
“ The engagement tool is extremely comprehensive for managing rewards, incentives and loyalty programs. It is simple to implement across departments/ functions and highly intuitive for users across the spectrum; be it a senior sales professional or a front line delivery executive. ”
Manigandan R
Product Designer
Happiness quotient is 100%
“ Compass helped in increasing the happiness quotient of our salespeople resulting in better productivity and therefore the ROI that we as a company get on the product is significant. Digitization of rewards and instant gratification are critical as far as the sales department is concerned and  Compass is catering the same. ”
Manigandan R
Product Designer

Q&A with Team Managers and Compass Team

Can I track logged-in versus not logged-in team members?

Yes, Compass gives a detailed report of team members who have logged in, not logged, received reward points, redeemed their reward points, etc.

Can we connect Compass to our CRM?

Yes. Compass can be seamlessly integrated with your favorite CRM. Integrating with Compass helps with:

  • Save 100% of your data compilation, sanitization, and processing efforts
  • Choose between manual data-upload or integrations via webhooks, APIs, SDKs, or Google Drive.
  • Data structure agnostic system accepts raw data and allows defining gate-keepers that sanitize the data.
  • Build your own library of dynamic variables/KPIs like Weighted premium, No. of policies, Persistency, Claim ratio, etc.
  • Grow your library anytime as per your business needs.

Is there a query management system with TATs or a chatbot that offers primary question responses?

The query management system is built into every end-user app. By clicking on the customer support link, the end-user enters a query into our WhatsApp support or online chatbot and initiates communication with one of Compass customer service executives.

Can team members see the various stages of their sales cycle?

Yes. For example, if the Super Admin sets up a program that tracks meetings, allocations, and customer acquisitions - the end-user would see the real-time progress of the same

As a leader, can I see customer-level detail?

Compass does not currently provide customer record details: It generates detailed reports of team-level contests, incentives, programs, and achievements.

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Words from people impacted by Compass

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“Compass has the most customer friendly and best professionals to take care of our business requirements. I believe their strength is their team and their passion for what they do. Keep up the good work guys, and I would recommend Compass to anybody who is looking to digitize their incentive schemes and programs.”
- Asst. Manager
“Compass is a great app for the Sales team because they can easily track their incentive earnings and they can perform better to earn more incentive.”
- Manager
“Great app. Easy Integration, Simple Navigation, Error-free calculation and auditing.”
- Manager
“Digitization of rewards and instant gratification are critical as far as the sales department is concerned and Compass does exactly that! Great motivator for the entire team.”
- VP Sales
“Compass has the most customer friendly and best professionals to take care of our business requirements. I believe their strength is their team and their passion for what they do. Keep up the good work guys, and I would recommend Compass to anybody who is looking to digitize their incentive schemes and programs.”
- Asst. Manager
“Compass is a great app for the Sales team because they can easily track their incentive earnings and they can perform better to earn more incentive.”
- Manager
“Great app. Easy Integration, Simple Navigation, Error-free calculation and auditing.”
- Manager
“Digitization of rewards and instant gratification are critical as far as the sales department is concerned and Compass does exactly that! Great motivator for the entire team.”
- VP Sales
“Customisable, easy to use and target-oriented. Perfect platform to address all incentive and sales program related questions.”
- End User
“Compass helped in increasing the happiness quotient of our salespeople resulting in better productivity and therefore the ROI that we as a company get on the product is significant. Digitization of rewards and instant gratification are critical as far as the sales department is concerned and Compass is catering the same.”
- CEO
“Extremely helpful in alignment of targets and hassle free payouts. Highly recommended!”
- End User
“The product as a whole is a very reliable platform. It helps in goal setting and is quite handy to track day to day performance. The support system is quite remarkable and instantly handles the little issues that I have raised.”
- Manager
“Customisable, easy to use and target-oriented. Perfect platform to address all incentive and sales program related questions.”
- End User
“Compass helped in increasing the happiness quotient of our salespeople resulting in better productivity and therefore the ROI that we as a company get on the product is significant. Digitization of rewards and instant gratification are critical as far as the sales department is concerned and Compass is catering the same.”
- CEO
“Extremely helpful in alignment of targets and hassle free payouts. Highly recommended!”
- End User
“The product as a whole is a very reliable platform. It helps in goal setting and is quite handy to track day to day performance. The support system is quite remarkable and instantly handles the little issues that I have raised.”
- Manager
“Lots of game templates to choose from! User experience is good.”
- End User
“Compass motivates us to perform better because we can easily track our progress and our earnings.”
- End User
“Our association with Compass has been mutually rewarding. Commendable efforts by the team to envision along with us and create tech solutions to meet scale, cost and other requisites we had. Today, we have a structured rewards program across all locations, Pan India to ensure a unified employee experience. Our employees can access data on a real time basis, which has created healthy competition between peers across various reward levels that are defined as a part of the program.”
- Sr. Manager, BPHR
“Very easy to use app. Contests are very clear. Milestones are well understood. Data is shown correct.”
- End User
“Lots of game templates to choose from! User experience is good.”
- End User
“Compass motivates us to perform better because we can easily track our progress and our earnings.”
- End User
“Our association with Compass has been mutually rewarding. Commendable efforts by the team to envision along with us and create tech solutions to meet scale, cost and other requisites we had. Today, we have a structured rewards program across all locations, Pan India to ensure a unified employee experience. Our employees can access data on a real time basis, which has created healthy competition between peers across various reward levels that are defined as a part of the program.”
- Sr. Manager, BPHR
“Very easy to use app. Contests are very clear. Milestones are well understood. Data is shown correct.”
- End User