Accelerate policy sales with commission automation

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.

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Trusted by leading companies globally

Turn your largest sales expense into a business growth driver

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

Automate complex commission plans in minutes

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

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Streamline commission process end-to-end

Data integration

Integrate data and run programs for KPIs you'd like to accelerate (GWP, Policy sales, Referrals, etc.)

Workflow automation

Create workflows and automate multiple and complex programs with unique rules, conditions & formulas

Calculation automation

Arrive at accurate compensation by automating complex commission calculations and leave no room for errors

Approval automation

Ensure on-time disbursal of payouts by automating the multi-level approval process among stakeholders

Gamify plans and delight agents with on-time payouts

Empower your agents to become the rockstars of insurance sales. Motivate them with a gamified sales experience. Give them live access to their OTEs and commissions and watch their sales soar

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Make insurance sales fun for your agents

Superior experience

Drive behaviours that accelerate sales with gamification focussed on challenging goals and meaningful rewards

Healthy competition

Foster healthy competition with leaderboards, scorecards, and reward badges

Proactive notifications

Automatically send reminders to agents about targets and notify them of rewards and earnings

Motivating rewards

Allow them to redeem rewards in cash, pre-paid gift cards, experiences or gift vouchers

Leverage real-time analytics to improve your sales performance.

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

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Plan & achieve targets faster with predictive insights

Sales forecasting

Let predictive analytics drive sales predictions, help optimize targets, and realize goals faster

Performance management

Track the performance of your agents and commission-related KPIs on intuitive and customizable dashboards

Real-time insights

Fuel sales agent ambition by providing them with real-time access to their performance metrics

Program optimization

Derive intelligence from past programs to optimize plans, targets, and agents for new programs

Make insurance sales fun, recurring, and profitable with Compass

95%

Reduction in incentive processing time

80%

Savings in sales productivity

20%

Savings on incentives budgets

95%

Reduction in incentive processing time

80%

Savings in sales productivity

20%

Savings on incentives budgets

Here’s what our customers have to say

I love how transparent and flexible the app is. The achievement feed helps me track my earnings, see the various contests and helps us plan our work to achieve every milestone.

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Excellent product that's easy to use, great support team and simplified UI & UX design with continuous product development and innovation.

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Compass helped in increasing the happiness quotient of our sales team resulting in better productivity, and therefore the ROI that we get from Compass is significant.

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Extremely helpful, simple UI, easy point distribution capabilities and hassle-free payouts.

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Smart application that’s easy to use for setting goals and tracking achievements.

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Read our success stories

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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Agent Experience

Data Accuracy

Healthy Competition

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.

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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Integrations

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.

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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.

Accelerate policy sales with commission automation

Trusted by leading companies globally

Turn your largest sales expense into a business growth driver

Automate complex commission plans in minutes

Streamline commission process end-to-end

Data integration

Workflow automation

Calculation automation

Approval automation

Gamify plans and delight agents with on-time payouts

Make insurance sales fun for your agents

Superior experience

Healthy competition

Proactive notifications

Motivating rewards

Leverage real-time analytics to improve your sales performance.

Plan & achieve targets faster with predictive insights

Sales forecasting

Performance management

Real-time insights

Program optimization

Make insurance sales fun, recurring, and profitable with Compass

95%

80%

20%

95%

80%

20%

Here’s what our customers have to say

Verified review on

Verified review on

Customer review by

Verified review on

Verified review on

Build a high performance sales culture

Products

Company

Resources

support

Centralize the performance tracking of your insurance agents and advisors

Reduce your agent churn out rate

Monitor policy activities in real-time

Healthy competition among agents

Enterprise-grade features for scale and complexity

End-to-end SPM solution for insurance companies

Replace spreadsheets for efficient data governance

85+ Integration options

Enterprise-Grade data security and privacy management

Learn how globally renowned enterprises transformed their incentive compensation programs with Compass

Products

Company

Resources

support