Insurance Sales
Managing premium payment commissions and the onward payments to downstream brokers and agents can be a time consuming and costly task. Commissionly allows you to import policy premium data to calculate the split with your agents, brokers and the house.
Import Templates
You can set up a template for each data provider to speed up the import process.
Variable Commissions
Calculate commissions based on individual products, product categories, policy type or by company.
Split Commissions
Share commissions with multiple agents or brokers.
Integration
Sales data can either be manually imported via a csv upload or you can use Zapier to connect CRM’s, Billing and Payment Systems create and update deal records for commission calculation. Custom API integrations can be built if required.
Click here for our full list of Zapier integrations.