Commission Reconciliation & Sales Analytics
Trusty Back Office Pro tracks and manages complicated commissions and business analytics to support sales, go-to-market strategies, and improve payment integrity.
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A Better Back Office Starts Here
Your team won't have to spend any more hours managing a slew of complex spreadsheets or integrating mismatched data sets into an antiquated system. It’s cloud-based software that:
Saves administrative overhead with an easy-to-use fully configurable importer that works regardless of the data format and the types of conditions and payments to be processed
Reduces payment errors, and commission disputes by tracking reconciliations, payroll and identifying underpayments or missing payments quickly
Builds trust with your managers and producers by creating clear audit trails that drill down to line level transaction details that give both accurate and detailed information
Unlocks insights into your commission strategy with auditing capabilities and meaningful reporting on sales, disenrollment, and campaigns
Empowers and encourages your producers with online and mobile access to dashboards designed specifically for them to watch their progress
Integrates with other business applications as an add-on administrative tool including the Trusty.care all-in-one quoting and enrollment platform, Trusty Select Pro
The only platform built to solve the complexity of paying out Medicare Advantage (and other lines of business) commissions from the point of view of both the health plans and the broker. Plus, our connected system drives growth through flowing, un-siloed data.
How Back Office Pro works
Create your producer and carrier lists
Set any number of sophisticated sales compensation rules
Import and run commission statements from multiple sources (as required)
Process commission payments and directly transfer to producers’ bank accounts
Watch sales in real-time using an intuitive management dashboard
Generate desired sales, financial, and payment reports