Insurance sales incentives software, Compass, addresses the ever-growing complexities of the insurance market. With driving sales productivity becoming increasingly critical, this software bridges the gap between ambition and achievement. Equip your insurance agents with the ultimate incentive platform and watch them flourish.
Effortlessly manage commission programs from initiation to final payout, ensuring you have more time for what truly matters.
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
Unveil a new era of insurance sales. Transform mundane tasks into exhilarating challenges, driving agents to outperform themselves.
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
Dive deep into the world of data-driven decisions. Let Compass's real-time analytics fuel your sales strategies.
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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