Commission tracking FAQs
Questions agents ask before they start.
Our commission tracking FAQs give quick answers about the free trial, pricing, onboarding and security. Need more detail? Contact us.
Getting started
Is AgencyComp online software?
Yes. AgencyComp is 100% web-based and works anywhere you have an internet connection. There’s nothing to download or install.
Do I need a credit card for the free trial?
No. You only need a credit card when you choose a paid plan.
How does the free trial work?
After your demo, we set you up with a 14-day free trial. During those 14 days you can upload your own commission statements and see what AgencyComp finds, such as missing payments, short overrides and lost applications.
How do I get started?
Schedule a demo on our Schedule a Demo page. After your demo, we'll set you up with a 14-day free trial using your own statements.
What file formats can I upload?
You import commission statements as Excel (.xlsx) or CSV files.
Plans and billing
Is there a contract?
No. Plans are month-to-month and you can cancel anytime.
Can I upgrade after my free trial?
Yes. You can upgrade to a paid plan anytime before or after the 14-day free trial. We’ll notify you before we delete a trial account.
Are there any additional fees?
No, other than optional onboarding. AgencyComp includes step-by-step guides and training videos. If you’d like us to set you up, our onboarding service creates your compensation plans, imports your policies, maps your carrier statements and loads your last two statements. It’s $150 for up to 10 carriers, plus $12 for each additional carrier, and you’re typically running reports in 3–5 business days.
Using AgencyComp
What products can I track?
Medicare Supplement, ACA, life and ancillary products, for any carrier.
Do I need a CRM?
No. AgencyComp works alongside the tools you already use.
Can I use AgencyComp to pay my agents?
AgencyComp is not a commission payment system but may have some commission reports that will satisfy your needs.
Security and availability
Is AgencyComp HIPAA compliant?
Yes, our software is HIPAA compliant.
What happens to my data if I cancel?
You can export your policy records and reports before you cancel. After you cancel, we delete your data.
Is AgencyComp available outside the United States?
Not at this time. AgencyComp is only available to agents based in the United States.
Still have a question?
Call us at 970-403-3264, Mon–Fri, 9am–5pm MT, or send us a note.
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Find out what you’re owed.
Plans start at $39.95/month. Book a demo, then try it free for 14 days with your own statements.
Schedule a DemoSee pricing