LET US MANAGE YOUR SALES COMPENSATION ALLOCATION NEEDS
AUTOMATION
Simplify your commissions management with a fully automated system that handles complex compensation calculations for your advisors, planners and dealers. XBO Technologies manages all types of compensations in the financial and insurance industry to ensure accurate administration and provide insightful details of your sales force.
CONTROL
Our intuitive back office structure ensures proper processes to manage your commissions allocation. Multi-device capabilities provide you with the flexibility to control your data in the entire sales process, from leads generation, to payments and chargebacks. You are always provided with detailed records and the capabilities apply unique calculation scenarios.
INSIGHT
You have full data transparency to review detailed commissions transactions and generate reports to summarize your team’s effectiveness. Insightful reports empower you to manage sales targets and provide you with analytics for decision making. The ability to output data to different formats allow you to for further analysis in your daily operations.