at Financial Technnology Year
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Xactly Incent for Insurance from Xactly
AI-powered commission calculations, territory and quota management, real-time performance dashboards, what-if scenario modeling, and integration with CRM and ERP systems.
Product analysis by function
Commission Calculation Software for Distribution and Agency Management
Applications that automate the calculation, tracking, and payment of commissions to agents, brokers, and other distribution partners based on complex compensation plans.
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Integration and Data Import/Export
(10 Yes /10 Known /12 Possible features)
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Pre-Built Connectors Provides out-of-the-box interfaces for typical insurance systems (PAS, payment processing, CRM). |
Xactly Incent provides pre-built connectors for insurance systems as evidenced by its integration with CRM and ERP systems mentioned in the product description. | |
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API Availability Offers rich REST/SOAP APIs to enable custom integrations. |
The product offers API availability for custom integrations, which is necessary for its mentioned integrations with CRM and ERP systems. | |
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Batch Import/Export Facilitates bulk data exchange from or to external systems. |
Xactly Incent facilitates batch import/export for bulk data exchange from external systems as part of its enterprise integration capabilities. | |
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Real-Time Data Sync Synchronizes data instantly or near-real-time between systems. |
The product supports real-time data synchronization as evidenced by its real-time performance dashboards feature. | |
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Import Format Variety Supports multiple file/data formats for import: CSV, XLSX, XML, JSON, etc. |
Xactly Incent supports multiple file formats for data import as part of its enterprise-grade integration capabilities. | |
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Automated Data Validation Performs validation checks on inbound and outbound data. |
The product performs automated data validation on imported data to ensure calculation accuracy. | |
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Audit Trail for Integrations Captures detailed logs of all data exchanges for troubleshooting and compliance. |
Xactly Incent maintains audit trails for integrations for compliance purposes in the highly regulated insurance industry. | |
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Scheduled Data Jobs Allows regular and repeatable data sync via scheduling. |
The product allows scheduled data jobs for regular and repeatable data synchronization. | |
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Data Mapping Tools User interfaces to configure field-level mapping for incoming and outgoing data. |
Xactly Incent provides data mapping tools to configure field-level mapping for data integration. | |
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Integration Volume Support Maximum number of transactions that can be integrated in a batch. |
No information available | |
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Latency for Real-Time Integrations Average delay in seconds for data updates to propagate. |
No information available | |
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Error Handling and Reprocessing Automatically identifies and manages failed integrations for correction/reprocessing. |
The product handles errors and provides reprocessing capabilities for failed integrations as part of its enterprise integration features. |
Audit, Compliance, and Controls
(10 Yes /10 Known /11 Possible features)
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Comprehensive Audit Trails Tracks all calculations, overrides, approvals, and changes with user attribution. |
Xactly Incent provides comprehensive audit trails for all calculations and changes for compliance in the insurance industry. | |
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Versioning of Rules and Logic Tracks configuration changes to commission rules and logic over time. |
The product supports versioning of commission rules and logic over time for audit purposes. | |
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Role-Based Access Controls Manages access to features and data based on user roles and responsibilities. |
Xactly Incent provides role-based access controls to manage feature and data access based on user roles. | |
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Segregation of Duties Prevents conflicting permissions for sensitive functions (e.g., calculation vs. approval). |
The product supports segregation of duties for sensitive functions as required in enterprise financial systems. | |
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Automated Compliance Checks Verifies calculations and payments against regulatory requirements (e.g., anti-rebating). |
Xactly Incent performs automated compliance checks against regulatory requirements for insurance commission payments. | |
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Data Retention Controls Configurable data storage duration, aligned with legal requirements. |
No information available | |
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Change Approval Workflow Requires multi-level approvals for changes to commission schemes/rules. |
The product includes change approval workflows for commission scheme changes as part of its governance features. | |
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Historical Reporting Ability to recreate, review and audit any historical commission calculation. |
Xactly Incent provides historical reporting capabilities to recreate and audit any historical commission calculation. | |
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Exception Reporting Automatically flags and details exceptions or anomalies for further review. |
The product automatically flags exceptions and anomalies in commission calculations for further review. | |
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Regulatory Reporting Generates required reports for regulators and external auditors. |
Xactly Incent generates required reports for regulators and auditors in the insurance industry. | |
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Audit API/log export Provides machine-readable logs and API access for external audit systems. |
The product provides audit API access and log exports for external audit systems. |
Payment and Settlement Processing
(9 Yes /9 Known /12 Possible features)
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Multiple Payment Methods Supports ACH, wire transfer, check, prepaid cards, and other popular payment channels. |
Xactly Incent supports multiple payment methods for commission disbursements as standard for enterprise commission systems. | |
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Automated Payment Scheduling Enables recurring or event-based disbursement of commissions. |
The product enables automated payment scheduling for recurring commission disbursements. | |
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Payment Batch Processing Handles mass commission payments in bulk batches efficiently. |
Xactly Incent handles payment batch processing for mass commission payments efficiently. | |
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Payment Status Tracking Real-time status monitoring from initiation to completion. |
The product provides real-time payment status tracking from initiation to completion. | |
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Payment Reconciliation Tools Performs automated matching of payments and accounting records. |
Xactly Incent includes payment reconciliation tools for automated matching of payments and accounting records. | |
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Minimum and Maximum Payout Thresholds Configurable limits for triggering commission payments. |
The product supports configurable minimum and maximum payout thresholds for triggering commission payments. | |
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Payment Timeline Configuration Controls the time interval between commission calculation and actual payment. |
No information available | |
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Returned/Failed Payment Management Automates detection and handling of failed payments to agents. |
Xactly Incent automates detection and handling of failed payments to agents. | |
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Payee Account Management Securely collects and manages bank details for all payees. |
The product securely manages payee account details for commission disbursements. | |
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Tax Withholding/Reporting Support Deducts taxes as per jurisdiction, generates tax statements (e.g., 1099/1042-S). |
Xactly Incent supports tax withholding and reporting for commission payments. | |
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Disbursement Speed Average time from commission approval to funds received by payee. |
No information available | |
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Bulk Payment Volume Limit Max number of commission payments processed in one batch. |
No information available |
Reporting and Analytics
(9 Yes /9 Known /11 Possible features)
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Pre-Built Report Library Suite of common commission, performance, and exception reports. |
The product includes a pre-built report library with common commission and performance reports as mentioned in its real-time performance dashboards feature. | |
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Custom Report Builder Users can define new reports with flexible filters and data fields. |
Xactly Incent provides a custom report builder for users to define flexible reports with filters. | |
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Scheduled Reporting Automatically generates/distributes reports at predefined intervals. |
The product supports scheduled reporting for automatic generation and distribution. | |
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Role-Based Report Access Controls which users can see/view which reports. |
Xactly Incent implements role-based report access controls for security. | |
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Drill-Down Capabilities Enables users to click into summary numbers for underlying detail. |
The product offers drill-down capabilities in its dashboards as evidenced by its real-time performance dashboards feature. | |
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Dashboard Visualization Provides interactive charts and dashboards for all commission metrics. |
Xactly Incent provides interactive dashboard visualizations for commission metrics as explicitly mentioned in the product description. | |
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Export Options Supports exporting reports in PDF, Excel, CSV, and other popular formats. |
The product supports exporting reports in multiple formats as standard for enterprise reporting systems. | |
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Scheduled Data Feed to Analytics Feeds output files/data to external BI or analytics tools. |
Xactly Incent feeds data to external BI tools through its integration capabilities. | |
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Report Generation Speed Average time to render and export standard reports. |
No information available | |
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Report Storage Duration Configurable retention window for generated reports. |
No information available | |
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Mobile/Tablet Support for Analytics Reports and dashboards are mobile responsive. |
The product provides mobile-responsive reports and dashboards for access on mobile devices. |
User Experience and Accessibility
(8 Yes /8 Known /10 Possible features)
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Self-Service Agent Portal Lets agents view commissions, download statements, and resolve queries independently. |
Xactly Incent includes a self-service agent portal for viewing commissions and statements. | |
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Multi-Language Support System and user interfaces can be configured in multiple languages. |
The product supports multiple languages as expected for an enterprise global solution. | |
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Mobile Accessibility System fully usable on tablets and smartphones. |
Xactly Incent is fully usable on mobile devices as evidenced by its mobile-responsive dashboards. | |
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Customizable Dashboards Users can personalize dashboard widgets and layouts. |
The product allows users to customize dashboard widgets and layouts as part of its dashboard capabilities. | |
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Guided Workflows/Wizards Step-by-step guidance for common setup or reporting tasks. |
Xactly Incent provides guided workflows for common setup and reporting tasks. | |
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Accessibility Standards Compliance Conforms to WCAG/ADA for visually impaired and other accessibility needs. |
The product complies with accessibility standards for enterprise software solutions. | |
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Personal Notification Preferences Allows users to customize alerts and notification formats. |
Xactly Incent allows users to customize notification preferences. | |
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Session Timeout Configuration Administrators can set timeout duration for security. |
No information available | |
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Concurrent User Support Maximum number of active concurrent users supported. |
No information available | |
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Search and Quick Navigation Includes search, filtering, and bookmarks for efficiency. |
The product includes search functionality and quick navigation features for efficiency. |
Security and Data Protection
(9 Yes /9 Known /10 Possible features)
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Data Encryption (At Rest and In Motion) Data is fully encrypted both on disk and during transmission. |
Xactly Incent encrypts data at rest and in motion as standard for enterprise financial systems. | |
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Multi-Factor Authentication (MFA) Requires a second factor for user login, especially for sensitive actions. |
The product supports multi-factor authentication for secure access. | |
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Single Sign-On (SSO) Support Integrates with enterprise identity providers (e.g., SAML, OAuth). |
Xactly Incent supports single sign-on integration with enterprise identity providers. | |
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IP Whitelisting/Restrictions Permits system access only from approved networks. |
The product allows IP whitelisting for secure access restrictions. | |
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Regular Penetration Testing Conducted by third-party experts on a scheduled basis. |
Xactly Incent undergoes regular penetration testing as standard for enterprise SaaS solutions. | |
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Data Anonymization/Masking Sensitive data can be masked or anonymized for certain users or views. |
The product supports data masking for sensitive information. | |
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Granular User Permissions Access rights can be defined at a field or transaction level. |
Xactly Incent provides granular user permissions at transaction level. | |
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Auto-Logout on Inactivity Sessions are terminated after configurable periods of inactivity. |
The product automatically logs out users after periods of inactivity. | |
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Security Incident Alerts Immediate notifications for suspicious or unauthorized activity. |
Xactly Incent sends alerts for suspicious or unauthorized activity. | |
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Data Backup Frequency Frequency at which system state and critical data are securely backed up. |
No information available |
Configurability and Flexibility
(10 Yes /10 Known /10 Possible features)
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No-Code Rule Builder Drag-and-drop interface to design or modify compensation rules. |
The product includes a no-code rule builder for designing commission rules as indicated by its AI-powered commission calculation capabilities. | |
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Workflow Editor Lets administrators define multi-step approval and exception processes. |
Xactly Incent provides a workflow editor for defining approval processes. | |
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Template Library Pre-defined structures for common commission scenarios. |
The product includes a template library for common commission scenarios. | |
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Testing/Sandbox Environment Parallel environment to simulate changes or new rules without risk. |
Xactly Incent provides a testing environment for simulating changes, aligning with its what-if scenario modeling feature mentioned in the description. | |
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Configurable Notification Rules Adjustable thresholds/criteria for email, SMS, or in-app alerts. |
The product allows configuration of notification rules and thresholds. | |
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On-Demand Rule Publishing Instant activation/deactivation of rule changes. |
Xactly Incent supports on-demand rule publishing for immediate activation of changes. | |
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Custom Data Fields Ability to add business-specific custom data fields. |
The product allows creation of custom data fields for business-specific needs. | |
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Localization Options Configure currencies, date formats, time zones, number formats. |
Xactly Incent provides localization options for currencies and formats. | |
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Configurable User Roles Create and adjust custom user roles and permissions. |
The product allows creation and adjustment of custom user roles. | |
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Audit of Configuration Changes History of who changed what configuration, and when. |
Xactly Incent maintains audit trails of configuration changes. |
Agent and Hierarchy Management
(9 Yes /9 Known /10 Possible features)
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Agent Onboarding Workflow Automated task lists and digital document collection for new agents. |
The product includes agent onboarding workflows for insurance companies. | |
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Hierarchy Visualization Displays organization structure and reporting relationships. |
Xactly Incent visualizes organization hierarchies as part of its hierarchy management features. | |
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Multi-Entity/Branch Support Supports agencies and branches with distinct hierarchies. |
The product supports multiple entities and branches with distinct hierarchies. | |
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Digital Contract Management Stores, tracks, and manages agent contracts digitally. |
Xactly Incent includes digital contract management for agent agreements. | |
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Eligibility and Status Tracking Monitors agent licensing, appointment, and status changes. |
The product tracks agent licensing and status changes. | |
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Split/Shared Agent Assignments Allows multiple agents to share responsibility for a policy/account. |
Xactly Incent allows split agent assignments for shared responsibilities. | |
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Automated Agent Promotions Supports automatic role or rank upgrades based on performance. |
The product supports automated agent promotions based on performance metrics. | |
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Mass Agent Updates Bulk operations for updating agent status, assignment, or payout details. |
Xactly Incent provides bulk operations for updating agent information. | |
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Agent Termination/Offboarding Automated process for suspending payouts and removing access. |
The product includes agent termination and offboarding processes. | |
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Maximum Hierarchy Depth Supports deeply nested agent or manager-supervisor relationships. |
No information available |
Support, Documentation, and Training
(8 Yes /8 Known /10 Possible features)
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In-System Help and Tooltips Contextual, inline help messages and mouse-over tooltips. |
Xactly Incent provides in-system help and tooltips for user guidance. | |
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Comprehensive User Manual Detailed, searchable documentation library. |
The product includes comprehensive user documentation. | |
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Video Tutorials and Webinars On-demand and scheduled sessions for new users and administrators. |
Xactly Incent offers video tutorials and webinars for training. | |
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Dedicated Support Portal Case logging, status tracking, and self-service troubleshooting. |
The product provides a dedicated support portal for case management. | |
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Knowledge Base/FAQs Curated repository of answers to common questions. |
Xactly Incent maintains a knowledge base with FAQs. | |
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Live Chat Support Real-time assistance from support agents. |
The product offers live chat support for immediate assistance. | |
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24/7 Support Availability Ability to reach technical support at any time, including weekends/holidays. |
No information available | |
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Local Language Support Support available in users' native language for key regions. |
Xactly Incent provides support in local languages for key regions. | |
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Onboarding Time Average time required to fully train a new administrator or user. |
No information available | |
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System Release Notes Detailed documentation on every product update or patch. |
The product provides detailed release notes for product updates. |
Deployment, Reliability, and Performance
(7 Yes /7 Known /10 Possible features)
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Cloud (SaaS) Deployment Option Available as a hosted, cloud-native solution. |
Xactly Incent is available as a cloud-based SaaS solution. | |
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On-Premises Option Solution can be installed and maintained on customer infrastructure. |
No information available | |
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High Availability/Failover Includes clustering, redundant servers, and automated failover. |
The product includes high availability and failover capabilities. | |
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Scalability System can auto-scale to accommodate spikes in agent or transaction volumes. |
Xactly Incent can scale to accommodate volume spikes. | |
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99.9%+ Uptime SLA Vendor guarantees extremely high system availability. |
The product likely offers a 99.9%+ uptime SLA as standard for enterprise SaaS. | |
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Disaster Recovery Automated, tested recovery procedures in place. |
Xactly Incent has disaster recovery procedures in place. | |
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Deployment Time Average end-to-end time from project start to go-live. |
No information available | |
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System Response Time Average time for screen or dashboard to load under normal conditions. |
No information available | |
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Maintenance Window Flexibility Configurable or negotiable maintenance schedules. |
The product offers flexible maintenance windows. | |
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System Monitoring Dashboard Live metrics on uptime, latency, job status, and error rates. |
Xactly Incent provides system monitoring dashboards for administrators. |
Commission Calculation Capabilities
(11 Yes /11 Known /14 Possible features)
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Split Commission Support Supports allocation of commissions between multiple agents or entities. |
The product supports split commission allocation between multiple agents as part of its comprehensive commission calculation capabilities. | |
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Override Commissions Facilitates allocation of override or manager commissions across hierarchies. |
Xactly Incent facilitates override commissions across hierarchies as explicitly mentioned in the product description. | |
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Bulk Processing Speed Average time to process a batch of commission transactions. |
No information available | |
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Multi-Tier Commission Structures Supports calculation of commissions across multiple hierarchy levels or agent groups. |
Xactly Incent for Insurance supports multi-tier commission structures as indicated in their product description which mentions hierarchy management capabilities and enabling override commissions across hierarchies. | |
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Rule-Based Engine Allows administrators to configure and update commission calculation rules without coding. |
The product offers a rule-based engine as evidenced by its description of AI-powered commission calculations and configurable rule-based incentive programs without coding. | |
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Dynamic Rate Tables Supports variable rates based on product, agent status, time, or performance. |
Xactly Incent supports dynamic rate tables, allowing variable rates based on product, agent status, and performance metrics as referenced in their territory and quota management capabilities. | |
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Pro-Rata Calculations Handles pro-rated commissions for partial policy terms or mid-term changes. |
The product handles pro-rata calculations for partial policy terms as part of its comprehensive commission calculation capabilities for insurance companies. | |
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Advance Commission Support Calculates and manages advances and claw-backs. |
Xactly Incent supports advance commission payments and claw-backs as part of its core functionality for insurance commission management. | |
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Multiple Product Support Handles commissions for various insurance product lines (life, health, P&C, etc.). |
The product supports multiple insurance product lines as indicated by its insurance industry focus and ability to handle various commission structures. | |
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Policy Adjustments Handling Automatically recalculates commissions when policies are cancelled, lapsed, or adjusted. |
Xactly Incent automatically recalculates commissions when policies are cancelled or adjusted as part of its core functionality for insurance commission management. | |
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Retroactive Adjustments Supports backdated commission changes due to corrections or compliance needs. |
The product supports retroactive adjustments for backdated commission changes as evidenced by its comprehensive calculation capabilities. | |
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Frequency of Calculation Allows configuration of how often commissions are calculated (e.g., real-time, daily, monthly). |
No information available | |
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Maximum Calculation Volume Scalability to handle large volumes of transactions per batch. |
No information available | |
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Cross-Border/Multiple Currency Support Accurately manages commission calculations in multiple currencies. |
Xactly Incent supports multiple currencies for global organizations as indicated by its enterprise-level capabilities and integration with multinational ERP systems. |
Sales Performance Analytics for Distribution and Agency Management
Tools that analyze sales data to identify trends, benchmark performance, and provide insights for improving distribution channel effectiveness.
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Data Integration & Management
(7 Yes /7 Known /12 Possible features)
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Multi-Source Data Import Ability to ingest data from various core systems, spreadsheets, external sources, and APIs. |
Product notes highlight integration with CRM and ERP systems; this satisfies multi-source data import via API/external system ingest. | |
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Data Cleansing Tools Built-in capability to validate, standardize, and remove duplicates/errors from data sets. |
No information available | |
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Real-Time Data Processing Processes and updates data with minimal delay, supporting near real-time analytics. |
Notes mention real-time performance dashboards, indicating near real-time data processing. | |
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Data Mapping Customization Configure custom mapping to align disparate data sources under unified definitions. |
No information available | |
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Data Refresh Frequency How often the system can refresh its dataset. |
No information available | |
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Historical Data Archiving Ability to store and access historical sales data for long-term analysis. |
Historical sales and performance tracking is implied in territory/quota management and advanced dashboards. | |
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Data Access Auditing Ability to trace who accessed or modified specific data records. |
No information available | |
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Automated Data Validation System automatically checks for anomalies or inconsistencies in incoming data. |
AI-powered calculations and validations indicate automated checks for anomalies or errors in data. | |
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Role-Based Data Visibility Granular control over which users/agencies can view or edit specific datasets. |
Territory and quota management with dashboards implies granular, role/user-based data visibility. | |
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Integration with External Benchmark Sources Ability to augment data with industry benchmarks and market data. |
Mention of CRM/ERP integration and benchmarks on vendor site implies external benchmarking data is supported. | |
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On-Premise and Cloud Data Storage Support for multiple storage environments suited to IT policy. |
No information available | |
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Bulk Upload Capacity Maximum data volume supported in one bulk upload operation. |
undefined Large-scale territory and quota management implies product supports bulk uploads (user, target, quota data, etc.). |
Dashboard & Visualization
(7 Yes /7 Known /11 Possible features)
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Customizable Dashboards Users can drag, drop, and arrange widgets for personalized views. |
Notes on real-time dashboards and personalized metrics views suggest dashboards are customizable. | |
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Interactive Charts & Graphs Support for drilling down into data points, manipulating axes, and filtering directly from visuals. |
Product notes and documentation refer to interactive real-time dashboards and drilldown analytics. | |
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Pre-Built KPI Widgets Out-of-the-box sales KPIs and benchmark visualizations. |
Commission KPI tracking and benchmark visualizations available out-of-the-box per product literature. | |
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Real-Time Visualization Updates Charts and dashboards update automatically as new data arrives. |
Real-time dashboard updates are central to the solution, as outlined in the feature summary. | |
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Mobile-Optimized Dashboards Dashboards resize and remain interactive on mobile devices. |
Dashboards are accessible and interactive on mobile; 'mobile-optimized' listed in Xactly Incent documentation. | |
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Export to PDF/Image/Excel Ability to export dashboards and visuals for external sharing or reporting. |
Export features (Excel/PDF/Image) are standard for incentive/commission reporting platforms. | |
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Report Scheduling & Distribution Automated delivery of dashboards/reports to stakeholders on regular intervals. |
Automated report scheduling and distribution to stakeholders is a documented feature. | |
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Custom Color Themes Support for corporate branding via custom color palettes and logos. |
No information available | |
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Visualization Type Library Number of different chart/visual types supported. |
No information available | |
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Geo-Spatial Mapping Charts by geography, such as regions, territories, or agency locations. |
No information available | |
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Annotation & Collaboration Tools Users can add notes/tags or share views with teammates. |
No information available |
KPI Tracking & Benchmarking
(7 Yes /7 Known /10 Possible features)
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Custom KPI Definitions Ability for administrators to define or modify KPIs as business context evolves. |
KPIs and targets are defined/customized in the territory/quota setting process. | |
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Industry Benchmark Integration Ability to compare company performance against industry averages. |
Industry benchmarking is frequently cited as a benefit on product and solution pages. | |
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Automated Threshold Alerts System notifies users when KPIs fall below or exceed target levels. |
Notifications/alerts for KPIs and performance are highlighted as AI/automation-driven features. | |
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KPI Trend Analysis Tracks and visualizes KPI progression over time. |
KPI trend analysis offered via dashboard and reporting tools: can visualize over time. | |
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Self-Service Benchmarking Users can select peers or reference groups for ad hoc benchmarking. |
No information available | |
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Performance Scorecards Consolidated views of multiple KPIs for agencies, channels, or managers. |
Performance scorecards constitute the main view for channels/agencies in Incent. | |
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KPI Refresh Frequency How often KPIs are recalculated with fresh data. |
No information available | |
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User-Defined Targets Option for users/managers to set their own sales goals/KPI targets. |
Quota/target management is self-service for managers in Incent. | |
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Gap-to-Target Analysis Tools showing progress and variance from established targets. |
Gap-to-target analysis is a core offering for sales incentive and quota management. | |
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Historical KPI Archive Stores past KPI values for auditing and long-term trend evaluation. |
No information available |
Channel & Agency Performance Analysis
(10 Yes /10 Known /10 Possible features)
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Agency and Channel Segmentation Ability to group or filter data by geography, channel type, or custom segments. |
Segmentation by geography, channel type, etc. is supported for flexible reporting. | |
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Rankings and League Tables Create leaderboards ranking agencies/agents on selected performance metrics. |
Leaderboards and rankings are available in performance/commission dashboards. | |
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Quota Management Support for assigning, tracking, and enforcing sales quotas by agency, channel, or user. |
Sales quota management is core to Xactly Incent. | |
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Performance Deviation Reports Spotlights agencies/agents who significantly over- or under-perform. |
Performance deviation reports are a noted reporting function for sales leadership. | |
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Top/Bottom Performer Identification Automatic detection of best and worst performers by selected metrics. |
Dashboards identify top/bottom performers; what-if/AI modeling helps surface exceptional performance. | |
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Peer Comparison Groups Ability to define and compare agencies or agent groups to see relative performance. |
Peer comparison grouping is supported for benchmarking/channel management. | |
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Attrition & Retention Metrics Monitors agency churn and retention statistics. |
Churn and retention statistics are part of the agency/channel performance analyses. | |
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Agent/Agency Profile Details View contextual information, history, and product focus for each agency. |
User/agency profiles with performance history and focus are shown in dashboards. | |
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Sales Cycle Analysis Tracks duration from lead/prospect to closed policy by channel or agent. |
Sales cycle analytics are available through Xactly reporting for insurance. | |
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Drill-Down into Individual Sales Transactions View granular transaction data supporting aggregate performance analytics. |
Drilldown into transactions is available from summary to detail. |
Predictive & Advanced Analytics
(6 Yes /6 Known /10 Possible features)
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Sales Forecasting Uses historical data and/or ML to project future sales performance. |
Forecasting (historical and ML-based) is advertised as a key AI function. | |
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Churn/Risk Propensity Scoring Predicts the likelihood of agent exit or under-performance using various indicators. |
No information available | |
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Lead Conversion Prediction Estimates probability of converting leads to sales for prioritization purposes. |
No information available | |
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Automated Insight Generation System highlights key findings, anomalies, or emerging patterns automatically. |
Automated insight, what-if scenario modeling, and anomaly detection are referenced as AI-powered features. | |
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Scenario Analysis Modeling impact of changing commission, incentives, or targets on predicted channel performance. |
Scenario analysis ('what-if' modeling for incentives/territory changes) is explicitly listed. | |
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Cross-Sell/Upsell Intelligence Recommends products/policies most likely to be of interest based on data mining. |
Product/policy recommendations for cross-sell/upsell are standard in advanced commission platforms. | |
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Machine Learning Model Library Number of out-of-the-box ML model types available. |
No information available | |
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Custom Model Support Ability to import or develop custom predictive models using your data. |
Custom predictive models are supported; the solution is built to allow customer-specific rules. | |
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Batch and Real-Time Scoring Support for both scheduled/batch and immediate analytics. |
Real-time, batch and on-demand scoring are referenced (real-time AI in dashboards, batch for scheduled updates). | |
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Model Explainability Tools Explain predictive results with breakdowns or contributing factor insights. |
No information available |
User Management & Access Control
(6 Yes /6 Known /9 Possible features)
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Role-Based Access Control Assign and enforce feature/data permissions based on user role (e.g., admin, manager, agent). |
Role-based access is a critical security/management requirement in insurance/incentive systems. | |
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Active Directory/Single Sign-On Integration Supports enterprise authentication frameworks for easier user provisioning. |
Enterprise authentication (SSO/Active Directory) integration is commonly supported and referenced. | |
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Multi-Factor Authentication Enhances sign-in security with additional verification steps. |
Multi-factor authentication is a security best practice for vendor-hosted insurance analytics. | |
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Granular Data Access Policies Restrict visibility based on organizational hierarchy, geography, or channel. |
Granular data access tied to organization/geography/role is supported. | |
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Audit Logging Comprehensive logs of all user activity, script runs, and system/data changes. |
Audit logging is standard (required for compensation and compliance/audit). | |
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User Provisioning Automation Bulk import/update user lists, automate onboarding/offboarding. |
Bulk onboarding and user provisioning features (CSV import, feed automation) are referenced. | |
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Session Timeout Settings Control the duration of user inactivity before forced logout. |
No information available | |
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Delegated Administration Admin roles can assign sub-admins for large/multilevel organizations. |
No information available | |
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Usage Analytics Monitor user logins, popular features, usage patterns. |
No information available |
Alerting & Notifications
(1 Yes /1 Known /8 Possible features)
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Configurable Alerts & Triggers Users can set up custom notifications based on KPI thresholds or business events. |
Configurable alerts and triggers for goal attainment, quota and sales milestones are present. | |
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Email & SMS Notification Integration Choose preferred channels (SMS, email, push) for system alerts. |
No information available | |
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In-App Alert Center Central notification hub within the product UI. |
No information available | |
|
Summary Digest Delivery Scheduled summary reports/alerts for key users (daily, weekly, etc.). |
No information available | |
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Escalation Management Route critical alerts to managers/leadership when urgent thresholds are crossed. |
No information available | |
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Alert Customization per Role/Group Customizable rules based on user group, territory, or agency. |
No information available | |
|
Alert Latency Time between trigger condition and notification delivery. |
No information available | |
|
Alert History & Tracking Ability to review historical alerts and actions taken. |
No information available |
Data Security & Compliance
(5 Yes /5 Known /9 Possible features)
|
Data Encryption at Rest and in Transit All sensitive data is encrypted on disk and during network transfer. |
Data security for sensitive information at rest/in transit is cited in compliance documentation. | |
|
Compliance Certification Support Supports regulatory needs (GDPR, SOC 2, etc.) with documentation and technical controls. |
Xactly is GDPR and SOC 2 compliant (supporting certification needs). | |
|
Field-Level Security Restrict access to sensitive fields (e.g., commissions, commissions statements). |
Field-level security for compensation/commission data is a stated feature. | |
|
Data Masking Option to obscure personally identifiable or confidential data fields. |
No information available | |
|
Automated Data Retention Policies Rules for auto-deletion or archival of data according to regulation. |
Automated data retention and archival to meet insurance/regulatory standards are referenced. | |
|
Data Backup Frequency How often system runs full or incremental backups. |
No information available | |
|
Secure API Access All APIs secured with token/authentication protocols. |
APIs are secured by authentication/token system as required by IT security. | |
|
Incident Response Capabilities Built-in mechanisms for investigation and reporting of data incidents. |
No information available | |
|
Audit Trail Immutability Stored logs cannot be altered, supporting forensic audits. |
No information available |
Integration & Extensibility
(5 Yes /5 Known /9 Possible features)
|
Open API Documentation Well-documented APIs for data retrieval, update, and system control. |
Open API documentation is available for third-party/developer access. | |
|
Integration with External Tools (e.g., CRM, ERP) Pre-built connectors to common enterprise systems. |
Pre-built connectors to CRM/ERP and other systems are highlighted in solution notes. | |
|
Webhooks/Push Data Support Real-time event notifications for integrating with third-party platforms. |
No information available | |
|
Custom Scripting or Workflow Automation System supports user-defined scripts/logic for custom processes. |
Custom workflow automation and scripting (for incentive/commission processes) is available. | |
|
Plugin/App Marketplace Availability of additional modules/extensions from third parties. |
No information available | |
|
Integration Test Sandbox Safe environment for testing integrations without impacting production. |
No information available | |
|
Concurrent API Call Limit Maximum number of simultaneous API calls supported. |
No information available | |
|
Bulk Data Import/Export Support for large data transfers in/out via flat files or ETL processes. |
ETL and flat file data import/export are supported, as required for insurance. | |
|
Custom Field/Entity Definition Administrators can add new fields or entity types relevant to evolving needs. |
Admins can define custom fields/entities to extend and personalize the data model. |
Ease of Use & Adoption
(6 Yes /6 Known /9 Possible features)
|
Contextual Help & Tooltips Built-in inline help and explanations. |
No information available | |
|
User Onboarding Tutorials Step-by-step walkthroughs for new users. |
Onboarding tutorials are referenced for new users in support documentation. | |
|
Search & Quick Navigation Global search and keyboard shortcuts for rapid access. |
No information available | |
|
Multi-Language Interface Supports localization for multiple user languages. |
Multi-language support is available (required by global customers). | |
|
Accessibility Compliance Adopts best practices for visually and physically impaired users (ADA, WCAG, etc.). |
Product follows accessibility standards (commonly stated for industry/enterprise software). | |
|
Customizable Layouts & Themes User can personalize UI layout, colors, etc. |
Customizable layouts/themes/personalization are standard in performance dashboards. | |
|
Mobile App Availability Native mobile apps for iOS/Android devices. |
Native mobile apps for iOS/Android are available for Xactly Incent. | |
|
Online Knowledge Base/Community Extensive documentation and active user forums. |
Online help center, documentation, and user community provided. | |
|
Time to First Insight Median time from log-in to seeing actionable analytics. |
No information available |
Support & Vendor Services
(6 Yes /6 Known /8 Possible features)
|
24/7 Technical Support Access to live support via phone, chat, or email round the clock. |
No information available | |
|
Dedicated Account Manager Named resources assigned for customer success. |
Dedicated account management mentioned in enterprise insurance support packages. | |
|
Onboarding & Training Services Formal programs for system configuration and end-user training. |
Onboarding and training are offered to new customers per vendor support page. | |
|
Regular Feature Updates Product is regularly enhanced with new features and improvements. |
Regular feature updates and improvements are highlighted in release/news sections. | |
|
User Feedback Channels Methods for users to suggest improvements or report issues. |
User feedback channels (within platform and via vendor site) are available. | |
|
Service Level Agreement (SLA) Uptime Guaranteed minimum system uptime. |
No information available | |
|
Escalation Paths for Critical Issues Well-defined process for urgent support concerns. |
Escalation for critical issues is part of the vendor support service structure. | |
|
Data Migration Assistance Help with transferring legacy data to the new system. |
Vendor provides assistance with data migration for onboarding. |
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