Connect is the sales, goals, and bonus system for insurance agencies. Every sale tracked, every goal paced, every commission figured — without a spreadsheet in sight.
Free for 30 days with unlimited users. No credit card required.
Connect started as the spreadsheet one agency used to track its team's production and figure the month's bonuses. By 2015 it had outgrown Excel, moved to the cloud, and other agencies started asking for it.
Ten years on, it still works the way an agency works: the team enters what they wrote, the numbers roll up, and everyone can see the pace. No formulas to babysit, no highlighter on a printout at month-end.
Our goal is the same as it was in that first back office — help you help more people in more ways.
One system for the whole shop — from the first quote of the month to the bonus check that closes it.
Every sale and every activity on the board the day it happens.
Goals set the pace; the dashboard shows who's on it.
Comp plans that match how your agency actually pays.
Also in the box: role-based permissions — producers see their own numbers, managers see the team, you see everything — and single sign-on for agencies on Microsoft 365.
Watch how agencies track activity, keep pace with their goals, and pay out bonuses — all in one place.
Watch the full tourConnect Bonus is awesome! I have been using version one when it was still under development since 2013 and in Excel format. Since then it has continued to improve and update with so many new features and options — and BTW, the customer service and support is next level!
Have been using the Connect Bonus System for years — a professional, easy to use and highly customizable platform. The support has always been prompt, accurate and consultative. Would highly recommend for all agents, especially those managing their team's bonuses without a professional system.
Connect Bonus System is it! As a team member, my agent used Connect to help me stay on track, meet my goals and stay motivated. It's one of the best tools I use in my agency — user friendly, developed by agents for agents!
Connect Bonus takes the guesswork out of commission payments for team members. Each member enters their own information, supervisors double-check on the back end, and everything is very customizable. I've used it for 7 years and could not imagine my agency without it.
No tiers, no per-seat charges, no surprises at renewal.
Set up your agency in minutes and run a real month on Connect — your trackers, your goals, your comp plan.
Watch your email for next steps, and be sure to allow messages from register@connectbonussystem.com. Full access, unlimited users, no credit card required.
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