Insurance Commission Tracker

RECOVER PROFIT FROM MISSING COMMISSIONS FOR MEDICARE POLICIES AND ALL OTHER LINES OF INSURANCE

What are you losing in missing or incorrect commissions?

8%

Payments Missing

$100,000

Book of Business

$8,000

Profit Lost

Payments Industry Commission Plans

PAYMENTS MISSING

BOOK OF BUSINESS

PROFIT LOST



Solving Sales Commission Software Challenges for your Industry

  • UPLOAD POLICIES FROM YOUR CARRIERS

    Connect to your carriers systems or bulk upload all your policy details via CSV with custom carrier templates.

    All your current policies will be loaded into the system. If using CSV we will build custom templates for each carrier so you can bulk upload new policies or you can add them as they are sold.

    Commission Schedule Templates

    Each policy can be matched to a commission schedule to monitor for missing or incorrect residual payments. The built in formula engine allows unlimited customisation of discrepancy criteria.

  • CARRIER REPORT TEMPLATES

    Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments.

    Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.

  • NO MORE SPREADSHEET JUGGLING

    One Click Discrepancy Reports

    The system will identify any commission payments that do not match the schedule or amount you expect to receive.

    You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.

  • AUTOMATE AGENT COMMISSION SPLITS

    If you have agents that you split your commissions with, the system will produce payment reports for you.

    Online Agent Commission Portal

    You have the option to allow your agents to log into the system and see their earnings.

Our Ratings and Reviews

  • Peter Gush / IT, GetApp

    A simple, stand-alone yet highly functional approach to managing commissions.

  • Rowan L / G2 Crowd

    The app is fast, intuitive and easy to understand.

  • Quinn W / Director, Capterra

    Simple, Affordable, Effective…Amazing.

PRICING FOR INDIVIDUAL AGENTS AND SMALL AGENCIES

$99.00 Per Month

Includes full access to the platform

OPTIONS

Managed Setup and Implementation

$399 One-Time Fee

The Provisioning and Success Team will have you up and running in two days.

Are you an FMO or larger sized Agency?

Please contact us to find out about our Pricing on Demand quote which looks at the number of policies you are processing.