I have been using the SMART Bonus System since 1/1/07 and I have seen a steady increase in our monthly production. App count is up 22% for the year, and 85% for June. Premium dollars collected has increased with each passing month. My team members are making more money under this system, and more importantly, so am I.

Brent Cooper, Insurance Agent - Dallas, Texas

The SMART Bonus System has made inputting and tracking new business easier and has taken the burden off me and my staff to insure accuracy of bonuses. It allows them to see what impact a sale will have on them and it replaced other areas to input new business. It has also let me see who is doing what and how different sales styles translate into money for me and them. It has also been one of the tools instrumental in taking the agency from great production to winning a trophy.

Jeff Gottesman, Insurance Agent - Philadelphia, PA

Mark Hodson, Insurance Agent - Tahlequah, OK

BUY IT! I NOW RANK CONSISTENTLY 2ND OR 3RD IN AUTO PRODUCTION IN MONTHLY PRODUCTION. THE SYSTEM PAYS FOR ITSELF.

EVERY WEEK AT TEAM MEETINGS, BEFORE THE MEETINGS START THE TEAM USES THEIR INDIVIDUAL TRACKING REPORTS TO PLOT HOW THEY WILL MAKE THE NEXT TEAM LEVEL IN EVERY CATEGORY

Beverly Taylor, Insurance Agent - Skiatook, OK

I really like the fact that your system actually works! By that, I mean that it can be tailored for whatever an agent wants to emphasize and makes sense to everyone. My staff love the bonus program and are more motivated than they've been with any other plan I implemented. They're also making more money, which equals more money to me! In the past, my bonus programs didn't translate to an increase in my income. I feel that I finally am rewarding them for the right things rather than just doing things by the seat of my pants.

Your professionalism, insight, and practical perspective are great assets as far as I'm concerned. In the past, I've been intimidated by many of the programs, but you are able to educate and assist in such a way that I'm not afraid to ask for help or further explanation. You are always quick to respond, providing excellent service, and I feel the value received goes far beyond the price of your product and service.

I would give you a rating of a 10, and I refer you to others for all the reasons above.

Lois Kennedy, Insurance Agent - Sebastian, Florida

Your system is easy to use and provides quick information for our team to see their results. We use the office tracking for our weekly team meetings - that keeps us on target for achieving our goals. I like the ability to consult with Wade on changes in the incentive programs - to get new ideas and learn what other agents in the country are doing.

Tamara Corell, Insurance Agent - Rockledge, Florida

Easy to track where we are at and see how we are progressing towards our goals on a daily basis.

Shawn Kreifels, Insurance Agent - Lincoln, Nebraska

I love the system it is so quick and easy and I know exactly where I am with my goals every day....... I can't imagine a bonus system without this system.

Linda Huber, Licensed Sales Representative - Coral Springs, Florida

We have been using the SMART Bonus System for about 5 years now. It is an awesome tool for anyone who wants to track just about anything possible. It is also a great tool to calculate commissions and payroll. It is definitely a system that wraps itself around your office - year after year you can tweak it to fit your needs.

Judy Rogers , Team Member - Phoenix, Arizona

If you want a Bonus system that motivates your staff to produce and tracks everything without any input on your part other than clicking on the report you want to review, you should take a look at this one. I have been using it for 6 years now and my only regret is that I was not using it earlier.

Tim Modesitt, Insurance Agent - Vero Beach, Florida

It has motivated my team to multiline at the point of sale and hit all lines of insurance to maximize their sales bonuses and my company bonuses. The system and the team member opportunity is the basis of how I started my agency with a focus of maximizing the scorecard. The bonus program is a perfect match if used this way.
It helps me align their bonuses & communicate to my team why they want to hit the goals that benefit me.
It has also helped make me the CEO of the business. I probably sell only 5% of the Life & health sales in our agency. I can focus on new being creative and new ways of growing the business.
It helps me see which internet lead companies are bringing me business and which aren't. I get to see the ROI on my business - marketing, staff member pivots, internet leads, and more.

Kirk Fuqua , Insurance Agent - Edmond, OK

I do business with you because you have developed a tracking and bonus system that keeps my staff focused on production.

Terry Cropp, Insurance Agent - Tucson, Arizona

The system is revolutionary in its ability to change mindsets of my employees and to motivate new people who take positions on your team. It also easy to install and is simple to use. That is key. In our business hours come and go easily and we need something that is not a time eater. It has helped me switch the mindset of my team to production and growth. It paints a relevant & personal picture of how growth affects them and their own bottom line. I have been impressed by the software and the support from your folks.

Matt Pryor, Insurance Agent - Oklahoma City, Oklahoma

More time is spent on making your sales than tracking your bonus. When you are watching your goals be met, or striving for that last straw, it really generates a vibe of excitement, which I feel is helpful in the work and sales environment. I've saved many hours within a week that were spent on bonus tracking, and now I'm using those extra hours to generate more sales opportunities. Thank you.

Tonya Ryan, Licensed Sales Representative - Coral Springs, Florida

I like the product and it gives my team an incentive to strive for more. The program is user friendly and it helps us keep track of our production or lack thereof! If I ever have a problem, you are always ready and willing to help me out. You are very accommodating and sensitive to my needs.

Billie Sampinos, Insurance Agent - Price, Utah

Fast, accurate, easy to understand explanations & solutions, as well as suggestions to help me stay focused on my own business. So far you all have surpassed my expectations! I appreciate your follow-up.

Greg Shilakis, Insurance Agent - Bensenville, Illinois

We have been using The Smart Bonus System for about 4 years and it has been fantastic.  Wade and his folks are great to work with and make it all easy.  No matter what your agency size is, it will make your business better and more efficient.

Craig Bagley, Insurance Agent – Weatherford, Texas

Thank you for all of your help Laura!! I really appreciate it. I had purchased “another” bonus tracking system last year, I paid more than what I paid for Smart Bonus and when I could not get it to load onto my system- I was left with absolutely no support, I called and called and left message after message and no one would help me. It was the biggest waste of money. I cannot thank you enough for having the support system that you have at Smart Bonus! We are all very excited to be using your system.

Lindsey Dannels, Insurance Agent - Hummelstown, PA

The Smart Bonus System takes the hassle out of tracking bonuses and is a great resource to use with staff to show their individual financial contribution to my agency.

Jan Greathouse, Insurance Agent – Cleburne, Texas

Improvement is difficult to achieve without measurement. The SMART Bonus System is effective because it is simple to understand, simple to use, tailored for my agency and easily adjusted to accommodate change. It provides my staff and me with an accurate measurement of key indicators of Agency performance. I am very pleased with the program and recommend it without hesitation.

Bruce Langford, Insurance Agent - Miami, Florida

It's a great way to record the bonuses, to review progress, and to plan for the future. We would probably have no clue of what our production was on a day to day basis unless we had this system.

Jennifer Ramirez, Licensed Sales Representative - Weston, Florida

Program is great and you are willing to set it up based on my needs.

Tony Brummitt, Insurance Agent - Oklahoma City, Oklahoma

I love the product. It fits well into our systems. My team really likes it as well.

Mark Musser, Insurance Agent - Bixby, Oklahoma

Your system - Better than any other system - Easy to set up and team love using - grreeaatt extra features. Great tech support which is important - especially first of year. Good teleclasses.

Dlana Bodmer, Insurance Agent – Lebanon, Virginia

The flexibility of the system makes it easy to adapt to our bonus system. You have good system support with a quick response. You are doing great, and we love the product.

Bob Dann, Insurance Agent - Palmetto Bay, Florida

I used to spend hours and now I spend 10 minutes. No more paper, no more entry from me. The staff can see and know at any time where they are in reaching goals or payment level.

Layne Peer, Office Manager - Miami, Florida