Tame Your Toughest Insurance Agency Back Office Headaches

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.

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

Let us show you how Trusty Back Office Pro will help you easily manage your back office headaches.

How Back Office Pro works

Producer and carrier list icon for Trusty Back Office Pro

Create your producer and carrier lists

Compensation rules icon for Trusty Back Office Pro

Set any number of sophisticated sales compensation rules

Import and run commissions report icon for Trusty Back Office Pro

Import and run commission statements from multiple sources (as required)

Bulk Process commission icon for Trusty Back Office Pro

Bulk Process commission payments and directly transfer to producers’ bank accounts

Real Time Dashboard icon for Trusty Back Office Pro

Watch sales in real-time using anintuitive management dashboard

Financial payment report icon for Trusty Back Office Pro

Generate desired sales, financial, and payment reports

Tame Your Toughest Insurance Agency Back Office Headaches

A Better Back Office Starts Here

Let us show you how Trusty Back Office Pro will help you easily manage your back office headaches.

Built with you.

How Back Office Pro works

Learn more about how you can significantly reduce the administrative burden and costs of your current processes with Trusty Back Office Pro.