Watch the video to learn how
Automate sales compensation
Optimize sales territories and quotas
Automate revenue recognition and ASC 606 compliance
Analyze the past and predict the future with advanced analytics
Enhance performance with AI-powered recommendations
Forecast and manage your pipeline
Simplify producer lifecycle management
Enable dealers to drive more revenue
Manage incentive compensation for insurance
Calculate real-time volumes and awards
Spend more time selling, less time on admin
Optimize sales quoting and pricing
Negotiate and close contracts faster
Organize content for sales success
Make learning easy with an award-winning learning platform
Improve your organization one course at a time
Generate more engaged leads
Improve customer experience with actionable feedback
Increase your service reps’ performance
Innovate your business models and deliver a better customer experience
Get the report
London – Dubai – Munich
Use a secure self-service portal
Enjoy end-to-end automation of recruiting and onboarding processes
Verify agent and producer data for background checks and accreditation in real time
Drive partner loyalty with self-service delivery of payments and documents
Get real-time verification of producer and agent data for accreditation requirements, including seamless integration with third-party registries and services such as the National Insurance Producer Registry (NIPR).
Take advantage of our secure online portal for employee, partner, agent and producer recruiting, communications, reporting, and data capture.
Verify producer and agent data for background checking requirements in real time to comply with regulatory guidelines.
Our flexible workflow platform can easily be customized to meet a wide range of onboarding process requirements. Flexibly configure the paper trail of key procedures and requirements for compliance.
Use a single repository for accessing all information and contracts throughout onboarding, appointing, and compensation processes, with easy-to-use integrated tracking dashboards.
Pre-configured solutions for onboarding provide out-of-the-box industry best practices for rapid implementation. Automate core onboarding processes based on industry best practices.
Schedule a custom demo with a Lead to Money expert now.