Stop Wasting Time on Commission Tracking!

As an insurance agent, your time is precious. You should be spending it on growing your business, not wrestling with spreadsheets and manual calculations. Commission Tracker is here to revolutionize the way you manage commissions, giving you back valuable time and ensuring accuracy in your reporting.

Key Features That Save You Time and Ensure Accuracy:

Three Simple Methods to Get Commissions into the Software:

• Import: Got a spreadsheet of commission data? Great! Import it directly into Commission Tracker and say goodbye to manual entry.
• Reconcile: Dealing with PDF statements? No problem! Match payments to specific policies and verify everything aligns with your records.
• Receive Payment: For those small statements, quickly record payments directly to the policy.

Carrier Tables and Agent Splits for Accurate Payouts:

• Carrier Tables: These tables hold all the specific commission structures for each carrier, and the software automatically applies them.
• Agent Splits: For agencies with multiple agents on a single policy, easily allocate the correct commission percentages to each agent, ensuring everyone gets their fair share.

Comprehensive Reports at Your Fingertips:

• Agent Commissions Earned: See all commissions earned by individual agents for a clear picture of productivity and earnings.
• Agency Payments Received: Track payments received to monitor cash flow and evaluate agency-wide performance.
• Accounts Receivable: Keep tabs on outstanding commissions so you can follow up on unpaid amounts.

Agent Web Portal:

• The Agent Web Portal empowers agents to independently access and download their commission data and reports, reducing the administrative burden on agency owners.
• Agents can log in using the same email address used for the Agent Commissions Earned report.
• Agents can view active policies, expired policies, and commissions earned.

Other notable features:

• Payment History: The Payment History screen has been completely rewritten and includes a ton of new features and totals. Everything needed to know about a policy’s payments on a single screen that can be printed.
• Import Agent Commission Splits: Can now be used to import Agent Overrides and Bonus too.
• Import Policies: New policies can be imported from an Excel spreadsheet (.xls or .xlsx format).

By using Commission Tracker, insurance agencies can save time, increase accuracy, and improve transparency across all levels of commission management. With seamless data input, accurate agent payouts, and versatile reporting options, you’ll have the insights needed to drive your agency forward.