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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. Matthew H.Trustindex verifies that the original source of the review is Capterra. CT Review Pros: Easy of use and tracking of new and renewed policies Cons: A little limited on the reports we can obtain by term. Kyle H.Trustindex verifies that the original source of the review is Capterra. Commission Tracker Review Pros: Makes keeping track of commissions very simple and organized. If i need support with certain functions, I receive assistance in a timely manner. Cons: No cons at this time for commission tracker Kate W.Trustindex verifies that the original source of the review is Capterra. Commission Tracker is a Necessity! Pros: Commission Tracker makes it so simple to track commissions each month. I am able to track each dollar the company receives and pay our producers the agreed upon percentages they earned. It is super easy to run producer reports at the end of each month and I have complete confidence in the product. The price is also unbeatable. Finally, in 7 years I've only had to use customer service TWICE and each time I received a phone call almost immediately. They are very knowledgeable, patient, and pleasant! Cons: Once you renew a policy, there is no way (that I am aware of) to see commissions received for prior policies. Rachel G.Trustindex verifies that the original source of the review is Capterra. Commission Review Overall: Better system for commission purposes Pros: Tisha is an awesome asset and very helpful! Cons: Nothing to report. I have had pleasant experiences. Andy H.Trustindex verifies that the original source of the review is Capterra. What did I do before Commission Tracker? Overall: I don't know what I would do with them. I don't want to know what I would have to do without them. Pros: Before Commission Tracker, our commission process was a mess. Not only was gathering and figuring commissions difficult and time consuming, there were leaks throughout the process. Now, we got the process dialed in, have outstanding software and support, and I am more confident than ever that the process is as tight as can be. Cons: Some people might shy away from the dated-looking user interface, but don't. It works. It's efficient. It's affordable. It takes years (if not a decade plus) to build a product that is this capable. Be ware of the new, sexy software that hasn't been battle-tested. Michelle A.Trustindex verifies that the original source of the review is Capterra. Great Product - Fantastic Team Overall: Over the five years I've used the software, the team members have listened to my requests and done their best to help me get the information I need. More than once their regular monthly updates have added yet another feature to make my life easier. They're constantly improving an already powerful tool and working with them is always a pleasure. Pros: I tracked commissions manually with a spreadsheet for years. There was no check and balance and it was difficult to guarantee accuracy. Commission Tracker took a monumental task, made it manageable, and cut my completion time in half. Now I have an efficient and accurate method for financial analysis and more time to work on production. Cons: There is no way to make a carrier table inactive, and many commission schedules change every year. I'd like to hide those not in use from the New Policy drop-down. I've also noticed that making an agent inactive doesn't remove them from any of the drop-downs. If we were a larger agency, this would be a big problem. Some reports don't have the filtering and/or sorting options that I need, but there is usually a workaround.