Insurance commission tracking software, Compass is your gateway to commission excellence. This isn't just another software; it's your partner in profit. It helps you automate and manage every aspect of the sales commission plan for your insurance agents. Transform how you manage, pay, and reward insurance agents with commission plans.
Set up calculation logic for any commission plans hassle-free. Easily design commission plans of any complexity or scale with our no-code platform.
Easily handle accelerators, tier and workflow triggers in few simple clicks
Make adjustments and overrides to any incentive calculations on-the-go
Run simulation experiments with hypothetical data to improve the incentive structure
Go live within days, not weeks with our predefined functions, data templates and themes
Automate complex commission calculation in minutes. Automate sales commission calculations, tracking, and communication with Compass. No coding or spreadsheets are required.
Set up audit trails, track adjustments and lock historical statements to monitor for compliance
Add or remove team members, change teams, roll-up structures, or assign new territories
Reps can choose from 82 global currencies to view their payouts while you view reports in yours
Create hierarchy and provide leadership teams the power to view, manage, and approve workflows
Track your agents’ progress to target in real-time. Unlock your agents’ best performance by tracking their performance on intuitive dashboards & widgets.
Provide business leaders, admins and users visibility into performance and payouts, all in one place
Give users visibility into all aspects of commissions including deals in pipeline, commission accrued, predictions and more
Generate error-free statements at a granular level, no matter how many times changes are done to the program
Create data visualization by adding filters and identify trends by region, teams and programs on the fly
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