Stop Insurance Commission Chaos. Start Maximizing Profit.
Commission Tracker is the specialized software solution for insurance agents and agencies. It centralizes all data—from Excel to PDF and more—to generate precise, auto-emailed producer statements and unlock deep financial insights within your insurance agency.
Step 1
Import Statements:
Easily import commission data from all your carriers. Our system matches payments to policies and flags errors.
Step 2
Automate Payouts:
Our powerful carrier tables and agent split features automatically apply the correct commission rules, no matter how complex.
Step 3
Report with Certainty:
Pull detailed reports for your agents, your agency, or your accounting. Know exactly where every dollar is.
Are You Still Drowning in Spreadsheets?
| The Manual "Spreadsheet Way" (The Problem) | The Commission Tracker Way (The Solution) |
|---|---|
| ×Wasting days on manual data entry | ✓Import carrier statements in minutes |
| ×Complex producer splits lead to errors | ✓Automate complex splits and agent payouts |
| ×Unsure if carriers are paying you correctly | ✓Instantly reconcile payments and flag discrepancies |
| ×Reporting is a slow, manual nightmare | ✓Generate 1-click reports for agents & management |
Automated Producer Statements
Eliminate payroll headaches. Automatically generate itemized, statements for every producer, detailing commissions, splits, and deductions. For maximum transparency, agents can pull their own commission reports from the agent portal. Statements can be distributed with one-click auto-email, ensuring full and immediate transparency.
Centralized Reporting & Reconciliation
Automatically unify all carrier data—including Excel, PDF, and CSV statements—into one smart database. Use powerful filters to identify missed revenue, track gross commissions, and produce highly customizable financial reports.
Software Subscription
(Do-It-Yourself)
For agencies that want full control with our powerful, battle-tested software.
Commission Processing Service (Done-For-You)
For agencies that want to outsource the headache. Our team handles your data entry and reconciliation for you.
Meet Tippy, Your AI Assistant
Instant Answers
- Quick Explanations
- Feature Guides
- Troubleshooting Tips
See How Leading Agencies Profit with CT
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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.![]()
Steven A.Trustindex verifies that the original source of the review is Capterra.
Game Changer Overall: Commission Tracker is a very helpful personalized service. They have great, fast, and complete customer support. Pros: Commission Tracker saves me hours every month figuring commissions and is a great value, and easy to use. Cons: It would be great if we could get training on how to maximize use of the platform especially in the reports section.![]()
Eric B.Trustindex verifies that the original source of the review is Capterra.
AMAZING work. Thanks Overall: I've loved working with these guys! they respond quickly, attentively, and are accurate with our information. Pros: I love how these guys work they do such a great job. It takes only about a week or so to get back to us with what we'd need to get back to serving our customers but what they provide is exactly what we need. It's only tough to read. Cons: Just the readabilit is tough. It would be nice to say. "these are the clients taht you need to contact" But that would be some crrazzzzzy work and/or technology. But I'm really happy with this work.![]()
Lissa C.Trustindex verifies that the original source of the review is Capterra.
Thank God for this company. Overall: This company has stayed on top of my commissions and reports, worked with us and stayed on top of us to make sure we are always current with our commission statements and reports. They discovered a huge issue from a carrier and we recovered commissions we were not paid on. Pros: They found missing commissions for my agency! Its not easy looking at every statement on a weekly and monthly basis, but with Commission Tracker, they do it all. Cons: Nothing bad. They are great at what they do. They email me reports so I dont have to go searching. Nothing bad about them.![]()
Ben T.Trustindex verifies that the original source of the review is Capterra.
Competitive Edge Overall: With [sensitive content hidden] to support you, your in good hands Pros: Versatility and specialize for the insurance industry Cons: Complex to set up. So many options. Be nice to have video training.
Stop Guessing. Start Knowing
See exactly how Commission Tracker can save you time, reduce errors, and increase your agency’s revenue. Schedule your personalized, no-obligation demo today.
Weekly Newsletter
Tips and tricks for managing your commissions with CT, along with the latest versions of the software and how these features will improve your commission tracking experience.