Commission Tracker Features

Commission Tracker

Sales commission software for insurance companies

4.7/5 (30 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agency Commission
Audit Management
Audit Trail
Billing & Invoicing
Built-In Database
Commission Calculations
Commission Calculator
Commission Management
Commission Overrides
Commission Rules/Conditions
Commission Scheduling
Commission Statements
Compensation Management
Contact Database
Contact Management
Custom Development
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Document Templates
ERP
Financial Analysis
Flat Commissions
Forecasting
Incentive Management
Insurance Policy Management
Lead Capture
Lead Management
Life & Health
Percentage Commissions
Performance Metrics
Planning Tools
Policy Management
Progress Reports
Real Time Reporting
Real-time Updates
Reminders
Reporting & Statistics
Reporting/Analytics
Scheduled / Automated Reports
Search/Filter
Single Sign On
Sliding Scale Commissions
Split Commissions
Status Tracking
Template Management
Third Party Integrations
Tiered Commissions
User Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agency Commission
Audit Management
Audit Trail
Billing & Invoicing
Built-In Database
Commission Calculations
Commission Calculator
Commission Management
Commission Overrides
Commission Rules/Conditions
Commission Scheduling
Commission Statements
Compensation Management
Contact Database
Contact Management
Custom Development
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Document Templates
ERP
Financial Analysis
Flat Commissions
Forecasting
Incentive Management
Insurance Policy Management
Lead Capture
Lead Management
Life & Health
Percentage Commissions
Performance Metrics
Planning Tools
Policy Management
Progress Reports
Real Time Reporting
Real-time Updates
Reminders
Reporting & Statistics
Reporting/Analytics
Scheduled / Automated Reports
Search/Filter
Single Sign On
Sliding Scale Commissions
Split Commissions
Status Tracking
Template Management
Third Party Integrations
Tiered Commissions
User Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Action Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Agency Commission
Audit Management
Audit Trail
Billing & Invoicing
Built-In Database
Commission Calculations
Commission Calculator
Commission Management
Commission Overrides
Commission Rules/Conditions
Commission Scheduling
Commission Statements
Compensation Management
Contact Database
Contact Management
Custom Development
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Document Templates
ERP
Financial Analysis
Flat Commissions
Forecasting
Incentive Management
Insurance Policy Management
Lead Capture
Lead Management
Life & Health
Percentage Commissions
Performance Metrics
Planning Tools
Policy Management
Progress Reports
Real Time Reporting
Real-time Updates
Reminders
Reporting & Statistics
Reporting/Analytics
Scheduled / Automated Reports
Search/Filter
Single Sign On
Sliding Scale Commissions
Split Commissions
Status Tracking
Template Management
Third Party Integrations
Tiered Commissions
User Management
Workflow Management
Visit WebsiteCompare App

Commission Tracker Feature Reviews

25 reviewers had the following to say about Commission Tracker's features:

Tatia M.

Commission Tracker is a definite asset to our business

2012-11-03

LTC Solutions, Inc. has been using Commission Tracker since 2004 and we have grown along with it over the years.

Pros

Easy to use, great importing feature.

Cons

None to report.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ralph V.

Great program, saves so much time and prevent mistakes

2018-03-30

Pros

Execl spreadsheet quickly import to the system.

Cons

The requirement to make sure the excel spreadsheet exactly meets the import requirements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dena M.

Efficient, easy to learn and train employees to use.

2009-04-13

Efficient, easy to learn and train employees to use, and an accessible interface that minimizes errors in data entry.

Pros

CT efficiently tracks our commissions and provides easily accessible key data for commission payments.

Cons

I would like the ability to do more in-program analysis, rather than have to export to Excel, etc. and clean up all of the data so I can sort, etc. on my own.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Janet S.

Excellent customer support (whenever I've needed it), Effective Reporting Capabilities & Easy to Use

2018-05-07

I use it every day and it has provided me with excellent reporting capabilities to give to key decision makers, it allows me to pull data quickly for various reports I run for internal and external reporting, and through the uploading of statements the amount of time it takes to import data has decreased by over 50%.

Pros

I like the Customer Support, the ease of uploading statements and the reports that are available that I can provide to decision makers and producers.

Cons

I'd love to be able to more easily manipulate the excel downloads of the reports. I'd like to be able to run Pivots with them more easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Diana L.

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

2018-04-03

Confidence that you are managing your revenue!

Pros

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.

Cons

Not a personal fan of crystal reports because I am not well versed in it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Bill G.

Commission Tracking for our Agency is much easier to do now with Commission Tracker!

2015-08-04

Initial data input was a big undertaking, but was simplified with excel data sheet upload.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Cindy A.

Would recommend buying. Great program for tracking commissions.

2009-03-24

Great program for tracking commissions.

Pros

all agents, carriers, clients, policies cross-referenced - simplified program that is easy to use willing to do custom reporting if needed

Cons

minor

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michael C.

Long-Term CT Client

2011-12-31

We have over 20 sales reps accross the country and for the past four years we have lived up to their expectations with commission report delivery thanks to Commission Tracker!

Pros

I can't speak highly enough of the customer support that we receive from Shane at Commission Tracker. I wish all of the vendors we use in our company were as competent.

Cons

The only con that I know of is the Premium allocation capability.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Judie V.

There isn't a better commission Tracker Software

2016-03-10

So, if you are looking for a competent, dependable, user friendly, affordable software to track your insurance sales and commission activity, COMMISSION TRACKER GETS INSURANCE LIKE NO ONE ELSE DOES!!!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kim S.

Commission Tracker was an easy fix to our tracking problem.

2009-03-20

Commission Tracker was an easy fix to our tracking problem.

Pros

The training process for new users has been made simpler by the ease of use of the system. The reports in Commission Tracker give the user alot of flexibility.

Cons

One con that comes to mind is that we, as a Commission Tracker user, would love to have access to the network of other CT users.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Barry K.

Review

2013-10-17

Great system Just wish it would do other reports and are not on the current system.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Noah V.

Fantastic Customer Service

2015-08-04

Any time I have a problem or question I contact my sales rep and get a return usually within 24 hours.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Carol & Steve F.

Incredible system

2011-12-07

GREAT PRODUCT, DEFINITELY A MUST

Pros

Being able to forecast our future commissions with a touch of a button along with all kinds of different reports makes the commission tracker a must for insurance agents/brokers.

Cons

Wish version 6 was out sooner, like 5 years ago!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
melissa l.

Great Product, Excellent Service

2015-08-03

On the rare occasion we have an issue with the software, we contact customer service and the problem is addressed almost immediately with a fix and we're back on track to working on it.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Matthew S.

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

2018-03-29

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.

Cons

The cloud version is a better way to run the software because there is no need to save the data locally.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephen D.

Overall we like it. It is affordable, and easy to use.

2009-03-26

It is affordable, and easy to use.

Pros

Easy initial set up.

Cons

Its license per machine feature makes it a little tricky to network.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dusty G.

Saves so much time

2015-08-26

Uploading commission statements directly into Commission Tracker has been a real time saver.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Donna S.

A TRUE LIFESAVER!

2015-08-04

I was not able to import statements or anything like that BEFORE I found commission tracker.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dusty L.

Couldn't function without it

2019-10-02

Pros

We were using an excel spreadsheet to track our commissions until we just got to big and it was too hard to keep up with.

Cons

might take a little bit of a learning curve to get used to. Wish I had done some things different from the beginning because it's too late to change them now. The way you enter info can be subjective to the person doing the entering and therefore trying to train someone else to take over is very difficult because they may not do it the same way and therefore you will end up with inconsistency.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Blake I.

A terrific value for our agency!

2013-10-21

We purchased Commission Tracker last year because we were growing out of keep our commissions and splits on an Excel spreadsheet.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nancy H.

Effective, helpful commission software with excellent support.

2015-08-27

Commission Tracker has been very useful for managing both agent commissions and carrier payments.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Larry B.

Commission Tracker setup is easy!

2014-03-19

I purchased Commission Tracker this year because I was out growing keeping my commissions on an Excel spreadsheets.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey B.

Commission Tracker is perfect for our office

2013-09-05

Our Agency loves Commission Tracker, it is perfect for our office.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Richard S.

Solid experience from day 1.

2015-08-03

A good organization to work with, and I would absolutely recommend them to people in need of a commission tracking program.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mandy S.

HCW has used CT since 2005. It has met our needs and continues to expand to meet our needs.

2015-08-04

CT is easy to learn and use.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more