PRODUCTS AND SERVICES

XBO Technologies’ back office software was designed with consideration to insurance and investment industries. It provides brokerages to manage compensation allocation for their planners, advisors and dealers so that both management and agents have a clear understanding of their compensation plan.

Members can use this software to track their progress in their sales process from lead generation, to opportunity creation, sales close, payment and follow-up. XBO software provides compensation details in every step of the process.

Accounting staff and senior management can use this software for general ledger purpose and to balance numbers relating to sales compensations. This includes base pay, bonuses, referrals, ongoing residuals, overrides and other incentive programs. They can also use it to manage their sales force, track compensation and run reports for decision making.

XBO Technologies’ strong back office software provides the automates and manages the complexities of compensations so that you can take control of your sales commissions information. XBO Technologies also provide you with training, operational and technical support to manage your back office needs.