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Trusty Back Office Pro Storefront

Trusty Back Office Pro Storefront

Agency management software that automates your back-office tasks. 

Trusty Back Office Pro is an insurance broker management software for FMOs, BGAs, large agency administrators that targets back office tasks with seamless automation to reduce the manual work required with payroll, commissions, reports creation, and tracking brokers’ sales and active book of business.

 

With Trusty Back Office Pro, you can track and manage commissions for payment integrity and sales analytics to support sales and go-to-market strategies. Accuracy in commissions reconciliation and sales analytics are crucial to your success.

Trusty Back Office Pro includes:

  • The reduction of administrative burden

  • Meaningful reporting on sales, disenrollment, and campaigns

  • Ability to manage the complexity of the hierarchical structure

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  • Ease of data consolidation and analytics

  • Improved confidence in accuracy

  • Reporting to validate appropriate payments

  • Track incentives

Track and manage your commissions  for payment integrity and businness analytics to support sales and go-to-market srategies.

MANAGE AND CUSTOMIZE HIERARCHY LEVELS

SEAMLESSLY UPLOAD ROSTER AND ENROLLMENT DATA

CUSTOMIZE RULES BY CONDITIONS AND ASSIGN MULTIPLE PAYOUTS

UPLOAD COMMISSION STATEMENTS AND NORMALIZE DATA

KEEP TRACK OF YOUR PAYROLL, AR & AP AMOUNTS

SALES REPORTS

PROJECTIONS & GOALS

GROSS PROFIT REPORTS

SECURE PORTAL TO SHARE COMMISSION STATEMENTS WITH AGENTS AND PRINCIPALS

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