15 anos ajudando empresas brasileiras
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Conheça Commission Tracker

O Commission Tracker foi projetado especificamente para corretoras de seguros que vendem benefícios para grupos e individuais. O CT está focado em gerenciar as comissões pagas à sua corretora pela transportadora, bem como as comissões devidas aos seus produtores.

Mas também faz muito mais, fornecendo relatórios detalhados de todos os ângulos do seu negócio.

Muitas corretoras começam tentando rastrear essas comissões com planilhas do Excel, mas logo se vêem incapazes de produzir relatórios de forma fácil.

Quem usa Commission Tracker?

Corretoras de seguros que já possuem um CRM e precisam incluir gestão de comissão.

Commission Tracker Software - 1
Commission Tracker Software - 2
Commission Tracker Software - 3
Commission Tracker Software - 4
Commission Tracker Software - 5

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Commission Tracker

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As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações do Commission Tracker

Pontuação média

Geral
4,7
Praticidade
4,8
Atendimento ao cliente
5,0
Recursos
4,9
Relação qualidade/preço
4,9

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
72%
4
28%
Matthew
Matthew
President and CEO, EUA
Usuário do LinkedIn Verificado
Seguros
Usou o software para: Mais de dois anos
Fonte da avaliação

Have been using it for 15 years, very reliable and gets the job done.

5,0 há 6 anos

Comentários: Saves time, makes payroll a breeze.

Vantagens:

The Commission Tracker is very comprehensive in setting up producers and client accounts. it handles multiple splits easily so for clients with multiple agents it is very handy. While data entry is straightforward, when there are lots of commissions statements it will take a lot of time. They have an in-house data entry service that is very effective and when I switched over, it made it much easier to process commissions.

Desvantagens:

For most people it should not be a problem but the installed version runs on a Windows computer. The cloud version is a better way to run the software because there is no need to save the data locally.

Michelle
Office Manager, EUA
Seguros, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Great Product - Fantastic Team

5,0 há 2 anos

Comentários: Over the five years I've used the software, the team members have listened to my requests and done their best to help me get the information I need. More than once their regular monthly updates have added yet another feature to make my life easier. They're constantly improving an already powerful tool and working with them is always a pleasure.

Vantagens:

I tracked commissions manually with a spreadsheet for years. There was no check and balance and it was difficult to guarantee accuracy. Commission Tracker took a monumental task, made it manageable, and cut my completion time in half. Now I have an efficient and accurate method for financial analysis and more time to work on production.

Desvantagens:

There is no way to make a carrier table inactive, and many commission schedules change every year. I'd like to hide those not in use from the New Policy drop-down. I've also noticed that making an agent inactive doesn't remove them from any of the drop-downs. If we were a larger agency, this would be a big problem. Some reports don't have the filtering and/or sorting options that I need, but there is usually a workaround.

Resposta do AmbiCom

há 2 anos

Thank you for your Support! We are glad Commission Tracker has aided you in so many ways.

Rachel
Operations, EUA
Hospitais e Saúde, 11–50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Commission Review

4,0 ano passado

Comentários: Better system for commission purposes

Vantagens:

Tisha is an awesome asset and very helpful!

Desvantagens:

Nothing to report. I have had pleasant experiences.

Resposta do AmbiCom

há 11 meses

We sincerely appreciate the opportunity to contribute to the growth and prosperity of your company, and we remain dedicated to providing unmatched assistance. Thank you for choosing Commission Tracker as your trusted partner. We genuinely value our ongoing partnership and eagerly anticipate serving you in the future.

Matthew
VP, EUA
Hospitais e Saúde, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

CT Review

5,0 há 4 meses

Vantagens:

Easy of use and tracking of new and renewed policies

Desvantagens:

A little limited on the reports we can obtain by term.

Resposta do AmbiCom

há 4 meses

On behalf of the Commission Tracker, I wanted to express our gratitude for your review. We're glad to know that you found value in our Software, and we're committed to continuously improving to meet your expectations.

Diana
Controller, EUA
Seguros, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Allows you to manage your book of business with a positive financial impact!

5,0 há 6 anos

Comentários: Confidence that you are managing your revenue!

Vantagens:

Commission Tracker is user friendly and yet very detailed. Ability to building your carrier commission scales allows you to calculate your book of business to the penny. The import of commissions is easy to use unlike some other products. For folks that prefer to hand key, this is easy as well and the discrepancies appear right on the screen, which allows the auditing process to start immediately. The program is multi-user and allows for permission settings. The key to this software is the customer service. Any question or issue is addressed quickly and diligently. If you have a specific need, the programmers try to understand how you manage your business to help understand the best solution. Sometimes your needed solution becomes a program update. Love that they are open to real life needs and solutions. This is not an out of the box product that does not evolve!

Desvantagens:

Not a personal fan of crystal reports because I am not well versed in it. All reports are exportable to Excel, however Crystal to Excel sometimes need manipulating. That being said, if a report needed is not programmed, the programmers will help create one specific for your needs.