Reps log their own sales as they happen. Your verifier checks them against real policy records. Payouts — including doubling for big weeks — calculate themselves. Payroll gets a clean export, every time.
If your spiff program runs on a shared spreadsheet, sticky notes, or "just remember what you sold," you've probably run into all three of these.
By Friday, three people have three different counts for the week — and someone's payout is wrong.
Whoever runs payroll has to remember which sales crossed the threshold and recalculate the rate — every single week.
Without a check against actual policy records, spiffs get paid on sales that didn't stick — or disputed sales never get resolved.
The same flow runs Monday through Sunday for every rep on your team — no setup required after the first time.
They pick their name, tap in their spiff counts (PIF, bundles, whatever your agency tracks), and enter a reference — a policy number, a row number from your tracking sheet, whatever makes sense for your office. For bundles spanning two policies, both references are captured.
A simple three-point check — profile matches, auto-pay is active, the policy is still active — plus their initials. Nothing gets marked approved until someone's actually looked at it.
Cross your agency's threshold on a spiff type in a week, and the remaining units automatically pay double — no one has to remember to calculate it. Everyone can see where they stand, all week.
One click gives you a clean CSV of approved payouts, broken down by rep and spiff type — ready for whoever cuts the checks. No re-typing, no recalculating.
Every detail is configurable from your Admin tab — no code, no developer needed.
Define exactly what you pay for — PIF, bundles, retention saves, anything — at your rates, with your own doubling threshold per type.
Once a rep crosses the weekly threshold on a spiff type, the math for the rest of the week happens automatically — every time, correctly.
Spiffs that span two policies — like an auto + home bundle — capture two references per sale, so your verifier can check both.
Profile match, auto-pay status, policy active — checked and initialed before anything counts toward a payout.
Reps see real-time standings all week — a quiet nudge that keeps a contest feel going without anyone having to announce updates.
One-click CSV exports of approved payouts, by rep and spiff type — open directly in Excel or import into Google Sheets.
Everyone uses the same link. What they can do depends on their PIN — or, if they're the account owner, just being signed in.
Sign up, name your agency, and you'll get a private link to share with your team. Add your reps and spiff types, and you're running.
