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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.

Integrasikan gamifikasi pada apl ejen sedia ada anda

Menggunakan SDK kami, anda boleh menyepadukan elemen gamifikasi seperti papan pendahulu langsung, kad skor, tema pra-bina dan templat ke dalam apl sedia ada anda yang digunakan oleh ejen.

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

Terokai rangkaian lengkap ciri yang bertujuan untuk mengurangkan masa dan kos yang dibelanjakan dengan ketara dalam mengurus program pampasan insentif.

Pay Overrides

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

Peruntukan 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.

Pengurusan Pertikaian

Memusatkan semua pertanyaan dan pertikaian mengenai pengiraan komisen dan pembayaran dengan keupayaan untuk meluluskan 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.

Lawatan Produk

Replace spreadsheets for efficient data governance

Alami ketangkasan dan kesederhanaan hamparan dengan kuasa automasi pada skala. Papan pemuka mesra pengguna membolehkan anda membina, melancarkan dan mengoptimumkan pelan komisen jualan tanpa kepakaran teknikal.

Terokai produk

Integrasi

85+ pilihan integrasi

Pusatkan data jualan anda daripada sebarang sumber data di bawah satu platform. Pasukan teknologi kami yang berbakat akan membantu anda mengintegrasikan data anda daripada mana-mana pangkalan data seperti SAP, Oracle, MYSQL, dll dalam masa yang singkat.

Lihat semua integrasi

SAP

Sambungkan data insentif jualan daripada platform SAP.

Netsuite

Pusatkan komisen jualan anda dan salurkan data insentif

MS dinamik 365

Sepadukan dan jejak prestasi skim dalam masa nyata

MySQL

Pautkan data komisen jualan anda dengan jadual SQL.

SFTP

Sambungkan data dengan SFTP Compass melalui proses yang lancar.

Helaian Google

Berhenti melakukan kemasukan data manual dengan menyambungkan helaian dengan Kompas.

Pengurusan keselamatan dan privasi data Gred Perusahaan

Perlindungan data adalah amat penting bagi kami, dan kami komited untuk menyediakan ekosistem kesetiaan yang selamat, terjamin dan patuh untuk perusahaan dengan standard keselamatan dan privasi data tertinggi merentas storan, pertukaran, pengumpulan dan pemprosesan.

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+ pilihan integrasi

Pengurusan keselamatan dan privasi data Gred Perusahaan

Ketahui cara perusahaan terkenal di peringkat global mengubah program pampasan insentif mereka dengan Kompas

Produk

Syarikat

Sumber

sokongan