Trusty Back Office Pro tracks and manages complicated commissions and business analytics to support sales, go-to-market strategies, and improve payment integrity.
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)
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