Commission Tracker Software
Commission Tracker Software
Commission Tracker will configure your software, then train you to use the software to process your own commissions.
Get started with Commission Tracker today
With Commission Tracker as part of your team, you gain the advantage of streamlining your commissions process effortlessly. This powerful tool enables you to conveniently pay agents, generate reports, and achieve much more. Numerous agencies initially struggle with tracking commissions using inadequate tools, leading to overwhelming situations where producing necessary reports becomes challenging. However, Commission Tracker can completely revolutionize this experience.
Commission Tracker Software
$67 a month
Additional Administrator Licenses
$47 a month for each additional administrator license
Configuration Fee
One time Fee of $125 for our experts to configure your software.
Agent Licenses
If you need to pay agents each month the Agent License fee is $1 per Agent per Month. Agent Licenses are sold in packs of 5.
Total 0
Monthly Subscriptions with no annual support fee.
Instant Access to your data from anywhere! Nothing to download, install, update or backup ever! Perfect when multiple users need access from various locations but still want to share the same database.
Training is available
After Commission Tracker configures your software you will be trained on every aspect of the software
Sign up for your demo today!
Additional Software Insight.
Commission Tracker operates on a cloud-based platform, meaning we host the software on our robust servers. This eliminates the need for you to download or manually update any software. More importantly, it ensures the constant safety and security of your data. Additionally, you can conveniently access your data from anywhere with an internet connection.
To initiate your use of the software, simply subscribe on a monthly basis. By making this purchase, you agree to have your credit card automatically billed the same monthly fee. Your subscription remains active until you contact us to cancel, with all cancellations requiring email confirmation.
There’s no mandatory minimum subscription period. Commission Tracker Cloud offers a hassle-free start, bundling software hosting, upgrades, and email support within your monthly subscription. You also receive 60 minutes of annual phone support.
Our licensing for Commission Tracker Cloud is “user-based.” This means each user needs an admin license. The initial admin license costs $67 per month, and each additional admin license is priced at $47 per month.
For instance:
If two individuals plan to use the software, you’ll require two admin licenses ($67 + $47 per month).
If one person intends to use the software both on their office PC and laptop at home, only one admin license is needed ($77 per month).
Your monthly subscription includes support, so there are no extra charges unless you exceed the included 60 minutes of annual phone support.
For those needing to pay agents each month, the Agent License fee is $1 per Agent per Month, sold in packs of 5.
With our Cloud service, you will always have access to the latest version of Commission Tracker, all without the hassle of downloading or updating anything manually.
Software Features
Easily pay your agents using powerful commission reports
With one click of the mouse your agents receive detailed reports itemizing every commission earned.
This report itemizes exactly how much is overdue and the age of the debt.
There are many different filtering and sorting options.
New Book of Business report!
Calculate the total value of your current book by Carrier, Client or Primary Agent.
There are many different filtering and sorting options.
This feature allows you to import a carrier statement if it is in the MS Excel format.
You can quickly configure CT to “read” any Excel carrier statement.
There is no need to re-enter your policy and agent split data, if you already have it in a MS Excel format.
You can use our new import utility to quickly populate the Commission Tracker database with your data.
How does Commission Tracker Software fit into your agency?
Policies: Manage all policies in one system and organize them by product, type, client, carrier and agent.
Carriers: Track commissions owed to you and your agents from an unlimited # of carriers.
Clients: Store basic client information and track multiple policies per client.
Agents: Easily pay your agents with powerful commission reports.
Commissions: See every commission you are owed but have not yet received. Never miss another commission!
Import Excel Carrier Statements: If your Carrier provides an Excel format Carrier Statement it can be directly imported.
PDF and Paper Carrier Statements: are quickly entered using our “Reconcile Carrier Statement” screen.
Carrier Commission Schedules: calcuate your “Expected Commission”, ensuring you are paid correctly.
Chargebacks: can easily be entered and will “trickle down” to any agent that received a part of the original commission.
Payment History: is retained for every policy.
Commission Payment Discrepancy: 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!