Captivate IQ - the answer for the Insurance Agency
August 13, 2021

Captivate IQ - the answer for the Insurance Agency

Nick Pedisich | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

CaptivateIQ is being used by our sales and accounting department to track compensation, most importantly, commissions. It helps solve the problems of tracking and monitoring commissions.
  • Tracks commissions month to month
  • Tracks commissions by account
  • More integration with the systems we use here at Newfront to better communicate with our team.
  • Real Time Accessibility all the time
  • Accurate data
  • Less time for our accounting teams answering questions and chasing commission questions

Do you think CaptivateIQ delivers good value for the price?


Are you happy with CaptivateIQ's feature set?


Did CaptivateIQ live up to sales and marketing promises?


Did implementation of CaptivateIQ go as expected?


Would you buy CaptivateIQ again?


CaptivateIQ is really well suited for exactly what we are using it for - an insurance company, tracking commissions for their sales team. It helps not only management keep a real time eye on production goals and statistics, but most importantly, the producers themselves are always in the know about where the stand and the information is always accessible.

CaptivateIQ Feature Ratings

Sales compensation plan creation
Sales compensation process automation
Not Rated
Sales compensation dashboards & forecasting
Incentive modeling
Not Rated
Agile incentive strategy
Not Rated
ICM mobile visibility
Not Rated