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Integrates sales receipt management, client management and incentive plan administration within a single solution.
Record receipts ad hoc, import receipts, or streamline the data entry process by creating recurring payment schedules for commission or other sales revenue.
Track client activity with fields that capture product, carrier, investment company, investment/mutual fund, broker, sales advisor, start date, termination date, company and group/division.
Utilize more than 15 fields, including tier, contract term, and type, to define incentive plan parameters. Additionally, you can capture demographic information for all plan participants, and configure relationships between participants. A participant may be a broker, sales representative, internal sales personnel, or any other party associated with a plan transaction.
Modules may be used in combination or separately.