Insurance & financial services

Configure special performance plans for sales hierarchies or individuals, such as brokers and independent agents, to manage the complex relationships of your internal and external channels.

By automating your incentives pay, you can guarantee auditable and precise documentation of all payments.

Go beyond your sales force, and incentivize your entire staff, including call center representatives (CSR), front-office agents, brokers and account management support. Motivate optimal performance on all levels by aligning employee goals with corporate objectives.

By increasing employee satisfaction and performance, creating more efficient channel management, and improving data quality, you will see a direct impact on customer retention levels.

JOOPY’s dashboards for senior executives, middle management, and individual employees, along with the Analytics module, allows you to rapidly adjust targets and rewards to keep up with market trends.