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Sales commission software for insurance companies

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Commission Tracker Pricing, Features, Reviews and Alternatives

Commission Tracker product overview

Price starts from

67

Per month

Flat Rate

What is Commission Tracker?

Commission Tracker is a sales commission software used by insurance companies to manage sales commission paid to agents. The software helps to replace Excel sheets used for tracking sales commission. The tool lets companies prepare weekly/ monthly reports to track the revenue generated through new clients and the total commission paid to acquire the new clients.

Key benefits of using Commission Tracker

• Commission Tracker performs complex analysis to calculate sales commission paid to insurance agents and intermediary companies for acquiring new clients.

• The software has an activity dashboard that tracks all the commissions paid to agents against the total revenue generated and prepares regular reports with metrics.

• The agent commission table is created every time a new insurance policy is issued and provides details such as the amount of commission to be paid and the number of agents involved in the deal.

• The application offers different templates to insurance companies based on the commission type and percentage of insurance premium.

• The tool has user access controls that provide limited rights to access personal financial details of the customer and the annual premium paid.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
Knowledge Base
Chat

Training options

Webinars
Documentation
Live Online
Videos

Commission Tracker pricing information

Value for money

4.9

/5

36

Starting from

67

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Commission Tracker features

Functionality

4.9

/5

36

Total features

57

2 categories

Most valued features by users

Third-Party Integrations
Activity Dashboard
Reporting & Statistics
Contact Management
Data Import/Export
Alerts/Notifications
Reporting/Analytics
Lead Management

Functionality contenders

Commission Tracker users reviews

Overall Rating

4.7

/5

36

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.82/10
Rating distribution

5

4

3

2

1

26

10

0

0

0

Pros
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.
Also because we have multiple agents that we pay it tracks the commission splits with so much ease. Love, Love, Love this software.
The support staff is extremely responsive and helpful. And the programming staff is constantly coming up with new and excellent features and enhancements.
Cons
Any time I have a problem or question I contact my sales rep and get a return usually within 24 hours.
Its license per machine feature makes it a little tricky to network. Also, support is one or two people not a team so immediate response can be a problem.
Once you renew a policy, there is no way (that I am aware of) to see commissions received for prior policies.

Overall rating contenders

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Matthew S.

Insurance,

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Have been using it for 15 years, very reliable and gets the job done.

Reviewed 6 years ago

Saves time, makes payroll a breeze.

Pros

The Commission Tracker is very comprehensive in setting up producers and client accounts. it handles multiple splits easily so for clients with multiple agents it is very handy. While data entry is straightforward, when there are lots of commissions statements it will take a lot of time. They have an in-house data entry service that is very effective and when I switched over, it made it much easier to process commissions.

Cons

For most people it should not be a problem but the installed version runs on a Windows computer. The cloud version is a better way to run the software because there is no need to save the data locally.

MA
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Michelle A.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Product - Fantastic Team

Reviewed 2 years ago

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.

Vendor response

Thank you for your Support! We are glad Commission Tracker has aided you in so many ways.

RG
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Rachel G.

Hospital & Health Care, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Commission Review

Reviewed a year ago

Better system for commission purposes

Pros

Tisha is an awesome asset and very helpful!

Cons

Nothing to report. I have had pleasant experiences.

Vendor response

We sincerely appreciate the opportunity to contribute to the growth and prosperity of your company, and we remain dedicated to providing unmatched assistance. Thank you for choosing Commission Tracker as your trusted partner. We genuinely value our ongoing partnership and eagerly anticipate serving you in the future.

MH
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Matthew H.

Hospital & Health Care, 11-50 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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CT Review

Reviewed 4 months ago
Pros

Easy of use and tracking of new and renewed policies

Cons

A little limited on the reports we can obtain by term.

Vendor response

On behalf of the Commission Tracker, I wanted to express our gratitude for your review. We're glad to know that you found value in our Software, and we're committed to continuously improving to meet your expectations.

DL
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Diana L.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Allows you to manage your book of business with a positive financial impact!

Reviewed 6 years ago

Confidence that you are managing your revenue!

Pros

Commission Tracker is user friendly and yet very detailed. Ability to building your carrier commission scales allows you to calculate your book of business to the penny. The import of commissions is easy to use unlike some other products. For folks that prefer to hand key, this is easy as well and the discrepancies appear right on the screen, which allows the auditing process to start immediately....

Cons

Not a personal fan of crystal reports because I am not well versed in it. All reports are exportable to Excel, however Crystal to Excel sometimes need manipulating. That being said, if a report needed is not programmed, the programmers will help create one specific for your needs.

Commission Tracker FAQs

Q. What type of pricing plans does Commission Tracker offer?

Commission Tracker has the following pricing plans:
Starting from: $67.00/month
Pricing model: Subscription


Q. Who are the typical users of Commission Tracker?

Commission Tracker has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Commission Tracker support?

Commission Tracker supports the following languages:
English


Q. Does Commission Tracker support mobile devices?

Commission Tracker supports the following devices:
Android, iPad, iPhone


Q. Does Commission Tracker offer an API?

No, Commission Tracker does not have an API available.


Q. What level of support does Commission Tracker offer?

Commission Tracker offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base, Chat

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