What is Commission Tracker?
Commission Tracker is a comprehensive software solution designed specifically for insurance agencies that sell group and individual benefits. The application is focused on streamlining the management of commissions, providing agencies with detailed insights and reports to optimize their business operations
Highlights
- Commission management: Tracks commissions paid to the agency by carriers, as well as commissions owed to individual producers, enabling efficient commission reconciliation
- Reporting capabilities: Offers detailed reports and analytics from various angles of the business, allowing agencies to make informed decisions
- Customizable revenue model: Can be tailored to the agency's specific revenue model, with the ability to add new modules or integrate with third-party applications as needed
- Agent commission matrix: Provides information on the number of agents involved in acquiring new corporate clients and calculates the commission split, allowing for transparent and fair compensation
- Automated commission tracking: Automates the agent commission table and populates relevant fields when new policy details are entered, reducing manual effort and errors.
Platforms
- Web-based
- Mac
- Windows
- iPhone
- iPad
- On-Premise Linux
- Cloud, SaaS, Web-based
- Mobile iPad
- Desktop Chromebook
- Desktop Windows
- Desktop Linux
- On-Premise Windows
- Android
- Mobile iPhone
- Mobile Android
- Desktop Mac
Features
Email/Help Desk
Phone Support
Chat
In Person
FAQs/Forum
Live Online
Knowledge Base
Webinars
Videos
Documentation