jennifer K. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Commission Tracker Review
Overall: Overall we have had a very positive experience with the company and the software. The latest updates have made it even easier to operate. Pros: I like the overall functionality of it. The reports are easy to run and easy to customize to our needs. The different avenues of processing a commission statement is extremely helpful and especially being able to convert Excel statements to PDF. Customer support is exceptional. Any questions I have are responded to promptly and they are always helpful. Cons: I do wish that the drop down menu for the commission tables was wider to show the full name of the tables as we have multiple per carrier and it can take a while to find the right one. It would also be helpful if there was a way to hide or archive old commission tables that are no longer in use because they can't be deleted if payments are attached.
  
 
  
 
 
  
  
 
 
 Elea S. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Great tracker
Overall: Not as easy but after it is set up it is okay. Carriers pay very differently so set up is key part of the process. Pros: It is a great value for the money and we can track most commissions. They have great customer support. Cons: The set up is the most time consuming part of the process. Once this is done, the process gets easy.
  
 
  
 
 
  
  
 
 
 Michael C. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Excellent Commission Tracking
Overall: Been very good with help when you need it. We have used the program over 15 years. CT continually makes significant upgrades. Pros: Best way to tailor commision to agents and track carrier commisions.Tracking can be simple or very detailed based on your needs. Cons: Learning curve to understand setup and options. A basuc understanding of excel is needed to upload commision statements.
  
 
  
 
 
  
  
 
 
 Kristen B. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
More Than Commission Tracking
Overall: Our overall experience with Commission Tracker has been very positive. The service provides an important layer of organization and oversight to a part of our business that’s inherently complicated. More importantly, when we have questions, find something that doesn’t look quite right, or simply need help understanding the information, Marsha and the team are responsive, patient, and willing to dig in with us. No system or process is perfect, particularly when it relies on information coming from multiple carriers and from our own team, but we have confidence that when something needs attention, Commission Tracker will work with us to figure it out. That peace of mind, and the people/team behind it, are why we continue to value the partnership. Pros: The people and the support: Marsha and the Commission Tracker team have consistently been responsive, patient, and willing to dig in when we have questions. Commission tracking definitely has its challenges, especially when information comes from multiple carriers, in multiple formats, at different times. Having a team that understands our account and gets the work done makes an enormous difference. Having worked with other companies, we’ve found that Commission Tracker gives us peace of mind and a centralized way to organize and review information that would be incredibly cumbersome to manage internally. We genuinely value the partnership. Cons: It’s difficult to identify a true “con” because, in our experience, Commission Tracker does the work when they have the information needed to do it. The bigger challenge is making sure we’re providing everything they need, and doing so timely. If I could ask for one improvement, it would simply be more proactive nudges when something is missing from our side. Sometimes we (I) don’t know what we (I) don’t know, and a quick “Hey PCH, we’re still waiting on this” would help us (me) keep things moving.
  
 
  
 
 
  
  
 
 
 Gayle G. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Agency Owner
Overall: We have been using Commission Tracker for years. Have never even thought of changing...it has been everything we need! Pros: Ease of Use - Commission Calculation - Customer Support Those things have been their strengths as a product and company. Cons: No complaints at all. We have enjoyed using the software for many many years. It meets all of our needs.
  
 
  
 
 
  
  
 
 
 Kathy B. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Commission Tracker Round 2
Overall: I am satisfied with the quality and cost, as well as the support. Whenever I have needed assistance, it has been provided. Pros: I am utilizing Commission Tracker for the second time in my insurance career. The first time was during Commission Trackers move to a cloud-based system, and unfortunately, we had the desktop version. Despite the limitations that imposed, the software worked seamlessly and efficiently. This time the agency I work for is utilizing Commission Tracker's cloud-based system and I am really enjoying it. As anyone working with commissions knows, trying to get the information into the system correctly so that reports can be run and payouts can be calculated easily can be a challenge. I feel confident that Commission Tracker provides accurate information with minimal effort. I would strongly recommend it for agencies looking for a system that gets the job done easily and efficiently. Cons: Opening the software on my desktop is a bit cumbersome, but certainly not a deterrent to working commissions.
  
 
  
 
 
  
  
 
 
 Ben T. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Flexible and made for Insurance brokers
Overall: Great support. Whenever we were ready to use the next level of functionality, a quick call and the support staff is very knowledgeable. It's supper customizable. Pros: Best software to track renewal commission, including renewals that change overtime. Mapping to permit upload of both policy sold and commission received. Agent templates permits you to pay advisor differently for different products. Discrepency reports permits you to catch carrier mistakes. Cons: More video for onboarding tutorial would be better. They have the material ans some video, but modular training would save calls to their customer service at first.
  
 
  
 
 
  
  
 
 
 Shantel D. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Great Product
Overall: I like it. It's easy to learn and import. I have used other commission software and I prefer commission tracker Pros: The ability to convert pdf to excel. I also appreciate being able to email agents their commission reports Cons: I honestly can't think of anything I would change at the moment. It's very easy to use and user friendly.
  
 
  
 
 
  
  
 
 
 Randa B. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Worth the purchase
Overall: My overall experience has been good and Tisha was patient. I'm still learning as I'm not working it on it everyday so I forget some of the steps. Pros: The statement uploads really solve the data entry issue for our business. I also like the flexibility with creating the "maps". Cons: The set-up can be complicated and hard to remember all the steps. I also think the program needs work aesthetically.....it could be better to look at.
  
 
  
 
 
  
  
 
 
 Marianne P. 
 
 
 
 Trustindex verifies that the original source of the review is Capterra. 
Time Saver with great customer service
Overall: I am pleased with the service, it has helped us be better with our commission processing and provides a level of transparency with agents we wanted but didn't have before. Pros: They have a dedicated team to assist, the payment process is seamless, the cost structure is reasonable considering the amount of time and effort it was taking to manually calculate. I like the self service lookup. Answers 99% of my questions. Cons: The process to get the files to them is cumbersome. Could be streamlined from any agency perspective.