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.

Integrasikan gamifikasi ke aplikasi agen Anda yang sudah ada

Dengan menggunakan SDK kami, Anda dapat mengintegrasikan elemen gamifikasi seperti papan peringkat langsung, kartu skor, tema yang sudah dibuat sebelumnya, dan templat ke dalam aplikasi yang sudah ada yang digunakan oleh agen.

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

Jelajahi serangkaian fitur komprehensif yang bertujuan untuk mengurangi waktu dan biaya yang dihabiskan untuk mengelola program kompensasi insentif secara signifikan.

Pay Overrides

Pay additional compensation to sales managers based on the performance of their team or the business unit they oversee.

Ketentuan clawback

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.

Manajemen Sengketa

Sentralisasi semua pertanyaan dan perselisihan mengenai perhitungan komisi dan pembayaran dengan kemampuan untuk menyetujui atau menolak.

Earnings calculator

Empower agents to calculate their incentives or commissions beforehand with an earnings calculator, enabling them to focus on high-value deals.

Tur Produk

Replace spreadsheets for efficient data governance

Rasakan kelincahan dan kesederhanaan spreadsheet dengan kekuatan otomatisasi dalam skala besar. Dasbor yang mudah digunakan memungkinkan Anda untuk membuat, meluncurkan, dan mengoptimalkan rencana komisi penjualan tanpa keahlian teknis.

Jelajahi produk

Integrasi

85+ opsi integrasi

Sentralisasi data penjualan Anda dari berbagai sumber data dalam satu platform. Tim teknisi kami yang berbakat akan membantu Anda mengintegrasikan data Anda dari berbagai database seperti SAP, Oracle, MYSQL, dan lainnya dalam waktu singkat.

Lihat semua integrasi

SAP

Menghubungkan data insentif penjualan dari platform SAP.

Netsuite

Sentralisasi komisi penjualan dan data insentif saluran Anda

MS Dynamics 365

Mengintegrasikan dan melacak kinerja skema secara real-time

MySQL

Tautkan data komisi penjualan Anda dengan tabel SQL.

SFTP

Hubungkan data dengan SFTP Compass melalui proses yang mulus.

Lembar Kerja Google

Berhenti melakukan entri data secara manual dengan menghubungkan lembar kerja dengan Compass.

Manajemen keamanan dan privasi data tingkat perusahaan

Perlindungan data merupakan hal yang paling penting bagi kami, dan kami berkomitmen untuk menyediakan ekosistem loyalitas yang aman, terjamin, dan sesuai dengan standar keamanan dan privasi data tertinggi di seluruh penyimpanan, pertukaran, pengumpulan, dan pemrosesan.

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+ opsi integrasi

Manajemen keamanan dan privasi data tingkat perusahaan

Pelajari bagaimana perusahaan-perusahaan ternama di dunia mentransformasi program kompensasi insentif mereka dengan Compass

Produk

Perusahaan

Sumber daya

dukungan