Affordable Commission Tracking Software
Take a Tour
Tracking commissions in Excel can be cumbersome and inaccurate. Now there is a quick, easy, and affordable way to make sure you get paid and paid accurately. In this live webinar, we will discuss:
Policies
Client policies can be imported using pre-defined Excel templates.
Comp Plans
Comp plans describe how much and how long a commission is paid on a policy.
Commission Statement Import
Create a map for each carrier and import commissions.
Reports
Seven reports to help you track and manage your commissions.
Please click on a date to register for a live 30 minute webinar.