Trusty Back Office Pro helps ease the pain of complicated insurance payouts, lead tracking and the overhead that goes with it.
Trusty Back Office Pro is agency management software that targets your back office tasks with seamless automation and reduces the manual work required with payroll, commissions, reports creation, and tracking your active book of business.
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:
Create your producer and carrier lists
Set any number of sophisticated sales compensation rules
Import and run commission statements from multiple sources (as required)
Bulk Process commission payments and directly transfer to producers’ bank accounts
Watch sales in real-time using anintuitive management dashboard
Generate desired sales, financial, and payment reports