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Centralize the performance tracking of your insurance agents and advisors
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Reduce your agent churn out rate
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.
Monitor policy activities in real-time
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.
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Healthy competition among agents
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.
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End-to-end SPM solution for insurance companies
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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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.
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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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.
