Beginnen Sie Ihr Diwali-Geschenk

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

Termin für eine Demo

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.

Integrieren Sie Gamification in Ihre bestehende Agenten-App

Mit unseren SDKs können Sie Gamification-Elemente wie Live-Ranglisten, Scorecards, vorgefertigte Themen und Vorlagen in Ihre bestehende, von Agenten genutzte App integrieren.

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.

Verwaltung von Streitigkeiten

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.

Produkt-Tour

Replace spreadsheets for efficient data governance

Erleben Sie die Agilität und Einfachheit von Tabellenkalkulationen mit der Leistung der Automatisierung in großem Umfang. Das benutzerfreundliche Dashboard ermöglicht Ihnen die Erstellung, Einführung und Optimierung von Provisionsplänen ohne technisches Fachwissen.

Erkunden Sie das Produkt

Integrationen

85+ Integrationsmöglichkeiten

Zentralisieren Sie Ihre Verkaufsdaten aus einer beliebigen Anzahl von Datenquellen auf einer einzigen Plattform. Unser talentiertes technisches Team hilft Ihnen, Ihre Daten aus beliebigen Datenbanken wie SAP, Oracle, MYSQL usw. im Handumdrehen zu integrieren.

Alle Integrationen anzeigen

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

Verknüpfen Sie Ihre Provisionsdaten mit den SQL-Tabellen.

SFTP

Verbinden Sie Daten mit SFTP von Compass durch einen nahtlosen Prozess.

Google Sheets

Beenden Sie die manuelle Dateneingabe, indem Sie Blätter mit Compass verbinden.

Datensicherheit und Datenschutzmanagement auf Unternehmensniveau

Datenschutz ist für uns von größter Bedeutung, und wir verpflichten uns, ein sicheres und konformes Loyalitäts-Ökosystem für Unternehmen bereitzustellen, das die höchsten Standards für Datensicherheit und Datenschutz bei Speicherung, Austausch, Erfassung und Verarbeitung erfüllt.

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

Unternehmenstaugliche Funktionen für Skalierung und Komplexität

End-to-end SPM solution for insurance companies

Replace spreadsheets for efficient data governance

85+ Integrationsmöglichkeiten

Datensicherheit und Datenschutzmanagement auf Unternehmensniveau

Erfahren Sie, wie weltweit bekannte Unternehmen ihre Vergütungsprogramme mit Compass umgestaltet haben

Produkte

Unternehmen

Ressourcen

Unterstützung