Enhance employee productivity and streamline business
processes with capabilities that help you manage sales
receipts, plan participants and commission payments,
efficiently, consistently, and according to business
rules.
Commission Manager supports the following
scenarios:
Standalone incentive plan administration
solution,
Standalone cash receipt solution,
Front-end cash receipt solution for an ERP
system, or
Integrates sales receipt management,
client management and incentive plan administration
within a single solution.
Sales Receipt
Management Record sales receipts with gross revenue
and amount received on behalf of each salesperson
without the requirement to create an invoice.
Client Account Management
Track client activity with fields that capture
product, carrier, investment company, investment/mutual
fund, broker, sales advisor, start date, termination
date, company and group/division.
Commission Plan Administration
Utilize more than 15 fields, including tier, contract
term, and type, to define incentive plan parameters.
Additionally, you can capture demographic information
for all plan participants, and configure relationships
between participants. A participant may be a broker,
sales representative, internal sales personnel,
or any other party associated with a plan transaction.
