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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.

Integre la gamificación en su aplicación para agentes

Con nuestros SDK, puede integrar elementos de gamificación, como tablas de clasificación en directo, tarjetas de puntuación, temas predefinidos y plantillas en la aplicación que utilizan los agentes.

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.

Gestión de litigios

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.

Tour del producto

Replace spreadsheets for efficient data governance

Experimente la agilidad y sencillez de las hojas de cálculo con la potencia de la automatización a escala. El panel de control fácil de usar le permite crear, lanzar y optimizar planes de comisiones de ventas sin conocimientos técnicos.

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Integraciones

Más de 85 opciones de integración

Centralice sus datos de ventas de cualquier número de fuentes de datos en una única plataforma. Nuestro talentoso equipo técnico le ayudará a integrar sus datos desde cualquier base de datos como SAP, Oracle, MYSQL, etc. en muy poco tiempo.

Ver todas las integraciones

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

Vincule sus datos de comisiones de ventas con las tablas SQL.

SFTP

Conecte los datos con el SFTP de Compass mediante un proceso fluido.

Hojas de cálculo de Google

Deje de introducir datos manualmente conectando las hojas con Compass.

Seguridad de datos y gestión de la privacidad de nivel empresarial

La protección de datos es de suma importancia para nosotros, y nos comprometemos a ofrecer a las empresas un ecosistema de fidelización seguro y conforme con las normas más estrictas de seguridad y privacidad de datos en todo el almacenamiento, intercambio, recopilación y procesamiento.

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

Funciones de nivel empresarial para escalabilidad y complejidad

End-to-end SPM solution for insurance companies

Replace spreadsheets for efficient data governance

Más de 85 opciones de integración

Seguridad de datos y gestión de la privacidad de nivel empresarial

Descubra cómo empresas de renombre mundial transformaron sus programas de compensación de incentivos con Compass

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