- Great Product, Excellent ServiceComplete Solutions Inc
- Best commission software available and they continue to make improvements.Insurance At Your Fingertips
- Fantastic Customer ServiceVoss Financial Group, LLC
- A True LifesaverCaise Benefits
- Commission Tracker is perfect for our officeContinental Management
- HCW has used CT since 2005HCW Employee Benefit Services, LLC
Reconcile Monthly Carrier Statements
Import Excel Carrier Statements If your Carrier provides an Excel format Carrier Statement it can be directly imported.
PDF and Paper Carrier Statements can be quickly entered using our "Reconcile Carrier Statement" screen.
Carrier Commission Schedules calcuate your "Expected Commission", ensuring you are paid correctly.
Payment History is retained for every policy.
Generate Powerful Reports
Actual vs Expected Commission compares expected commission to actual commission received for each policy.
Agent Commissions Earned reports all commissions due to each agent for each pay period.
Accounts Receivable report See every outstanding payment you have not yet received. Never miss another commission!
Predict Future Commissions calculate your commissions for up to 2 years into the future.
Over 35 more reports but if we don't have the report you need, we will create it for you!