Recover profit from missing commissions for Medicare Policies and all other lines of insurance
What are you losing in missing or incorrect commissions?
Book of Business
simple TO USE
Upload policies from your carriers
Connect to your carriers systems or bulk upload all your policy details via CSV with custom carrier templates.
All your current policies will be loaded into the system. If using CSV we will build custom templates for each carrier so you can bulk upload new policies or you can add them as they are sold.
Commission Schedule Templates
Each policy can be matched to a commission schedule to monitor for missing or incorrect residual payments. The built in formula engine allows unlimited customisation of discrepancy criteria.
Carrier Report Templates
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments.
Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
No More Spreadsheet Juggling
One Click Discrepancy Reports
The system will identify any medicare or other insurance commission payments that do not match the schedule or amount you expect to receive.
You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
Automate Agent Commission Splits
If you have agents that you split your commissions with, the system will produce payment reports for you.
Online Agent Commission Portal
You have the option to allow your agents to log into the system and see their earnings.
A simple yet highly functional approach to commissions.
The app is fast, intuitive and easy to understand.
Simple, Affordable, Effective…Amazing.
Powered by the Commissionly Team
Find out how we can help you recover more of your profit
Are you an FMO or larger sized Agency?
Please contact us to find out about our Pricing on Demand quote which looks at the number of policies you are processing.