From broker management to commission accuracy and regulatory governance—gain complete operational control in one unified platform.
From broker management to commission accuracy and regulatory governance—gain complete operational control in one unified platform.
Track Commission. Manage brokers. Manage compliance. Analyze performance. Streamline your entire insurance agency with our all in one platform
Everything you need to manage commissions, optimize broker performance, and scale your insurance agency.
Track all broker commissions in one place with automated calculations and real-time updates.
Challenging to manage broker performance? Gain insights into broker perform with comprehensive analytics and customizable report
Tired of inefficiency and lack of transparency in managing brokers, We streamline broker network management with detailed broker profiles and performance metrics
Worried about compliance risk and penalties, stay compliant with our automated tracking of licenses, certifications, and regulatory requirements
Struggling to predict your agency revenue, leverage our AI-powered forecasting that analyzes commission data to generate accurate revenue predictions
Keep your agents happy with automated commission payment with scheduled payouts and detailed payment reports
All the tools you need to run your insurance agency efficiently, from commission tracking to policy management.
Manage your entire insurance agency with a comprehensive CRM designed specifically for insurance professionals. Track broker relationships, client interactions, and policy renewals all in one place.
Manage your entire insurance agency with a comprehensive CRM designed specifically for insurance professionals. Track broker relationships, client interactions, and policy renewals all in one place.
Manage your entire insurance agency with a comprehensive CRM designed specifically for insurance professionals. Track broker relationships, client interactions, and policy renewals all in one place.
Manage your entire insurance agency with a comprehensive CRM designed specifically for insurance professionals. Track broker relationships, client interactions, and policy renewals all in one place.
Handle complex commission splitting arrangements with ease. Automatically calculate and distribute commissions among multiple brokers, agencies, and team members based on your custom rules.
End-to-end management for your complete book of business. From individual policies to large group accounts, every workflow is fully integrated. Track and manage your agents book of business and their sales performance.
Monitor all insurance policies and their associated commissions in real-time. Get instant notifications on policy changes, renewals, and commission adjustments.
Boost member retention with Agentic AI–powered communication. Automated, intelligent engagement that strengthens relationships and keeps customers connected at every touchpoint.
Everything you need to onboard, manage, and support your insurance brokers throughout their journey.
Empower brokers to manage their own information, commissions, and documents through an intuitive portal.
Create seamless onboarding experiences with automated workflows, task lists, and document collection.
Conduct regular performance reviews with customizable templates and comprehensive commission analytics.
Centralize all broker data in one secure, compliant system. Track everything from onboarding to commission history.
Go paperless with digital document management and integrated e-signature capabilities for contracts.
Simplify commission tracking and disbursement with automated tools that save you hours every week.
Set up custom commission schedules for different broker types, with automated calculations and payment tracking.
Monitor all commission payments with detailed histories, pending payments, and automatic reconciliation.
Generate commission reports instantly with all the data you need. Export to your payroll provider or accounting software with just one click. No more manual data entry or spreadsheets.
Leverage artificial intelligence to automate commission calculations and make smarter business decisions.
Predict future commission revenue with AI-powered forecasting based on historical data and market trends.
Let AI handle complex commission calculations including splits, overrides, and tiered structures automatically.
Empower brokers to manage their own information, commissions, and documents through an intuitive portal.
We offer a free trial period so you can explore all features. After that, we have flexible pricing plans based on your agency size and needs.
CompiSure includes commission tracking, enrollment management, revenue analytics, broker portals, document storage, and comprehensive reporting tools – everything to run your insurance agency efficiently.
Absolutely! CompiSure supports multiple carriers and plan types, allowing you to track commissions and enrollments across your entire book of business.
Yes, we provide data import tools and can help with migration from other commission management systems. Contact our support team for assistance.
Security is our top priority. We use industry-standard encryption, secure cloud storage, and regular backups to protect your sensitive commission and client data.