Automate Payday with the “Agent Emails” Feature
Let’s talk about the worst part of commission processing: the distribution.
You’ve finally finished importing your carrier statements and reconciling your totals. Your Agent Commissions Earned (ACE) reports are perfectly calculated. But instead of celebrating a job well done, you are staring down another tedious task—downloading individual PDFs, drafting dozens of separate emails, attaching files one by one, and double-checking that you didn’t accidentally send the wrong numbers to the wrong producer.
It is time-consuming, prone to human error, and completely unnecessary.
With Commission Tracker, you can distribute individual commission reports to your entire team with a single click using the Agent Emails feature. Here is how this powerful tool takes the administrative headache out of payday.
The “One-Click” Payday
Rather than saving reports as PDFs and emailing them individually, the Agent Emails button (located right at the top of your ACE report screen) automates the entire process.
Whether you have 10 agents or 100, the software automatically generates each agent’s individual commission report and sends it directly to their inbox as a clean, professional PDF attachment. What used to take you an entire afternoon can now be completed without ever leaving the Commission Tracker software.
Complete Control and Customization
You aren’t just blasting out blank emails. Commission Tracker’s ACE Email Setup gives you total control over how your communication looks and feels:
- Tailored Messaging: You customize the “From” address, Title, Subject, Message, Header, and Footer of the email so it perfectly matches your agency’s branding.
- The “No Report” Option: Want to keep your team in the loop even if they had a slow month? You can choose to automatically send a “No Report” message to agents who earned $0 for the pay period, ensuring everyone knows their account was reviewed.
- Selective Sending: You can blast the report to all active agents at once, or easily check boxes to select specific individuals.
Flexible Routing for Complex Agencies
Your agency structure is unique, and the Agent Emails feature is built to accommodate it.
- Multiple Recipients: Does an agent want their report sent to both their personal and work email? Or do you need their manager copied? Simply enter multiple email addresses separated by a semi-colon (;) on the Agent Screen, and the system handles the rest.
- Keep Your Own Records: Need an archive? Enter your own email in the “Copy To” field to receive a copy of every message sent. The software also allows you to easily download and save all generated PDFs to a local folder on your computer for compliance and record-keeping.
Bonus: Welcome Them to the Agent Portal
Beyond sending ACE reports, you can also use our email features to onboard your team to the Agent Web Portal. With a quick click of the “Email Agents” button in the Manage Agents screen, you can instantly send your producers their login credentials. Once inside the portal, agents can pull their own active policies, expired policies, and 12-month commission graphs—saving you even more time answering “Where do I stand?” emails.
Reclaim Your Afternoon
Your time is best spent growing your agency, not acting as a mail clerk. By upgrading your workflow with the Agent Emails feature (available with an active Agent License for just $1 per month per agent), you ensure complete accuracy, absolute privacy, and instant distribution.
Ready to see how fast payday can be? [Schedule your Commission Tracker Demo today] and let us show you the magic of the Agent Emails button.
Quick Summary:
- What it does: The “Agent Emails” button automatically generates and sends individual Agent Commissions Earned (ACE) reports as PDF attachments to your entire team at once.
- Customizable: You control the subject line, email body, and whether to notify agents who earned $0.
- Flexible: Send to multiple email addresses per agent and automatically save copies for your own agency archives.
Ready to See It in Action?
Find out how Commission Tracker can help you recoup valuable time, ensure accurate reporting, and simplify your commission payouts.
About the Author
Marsha serves as the Marketing Specialist and Commission Processor at Commission Tracker, leveraging her exceptional insight to identify features that will optimally support diverse clients.