Commission Tracking Features
Built for the way Medicare, life and health commissions actually pay.
Calculate, project and track commissions for virtually any product, from any carrier. No expensive CRM required.
Reports
Eight reports that show exactly where your money is.
Know where your commissions come from, catch what's missing, and spend your time where you're most profitable.
Missing Commission
See every commission received, and every one missed, with a lookback of up to 5 years.
Projected vs Actual
Compare the commissions you expected with the ones you actually received.
Revenue Projection
Project revenue on your book of business up to 10 years out.
Pending Business
See first-year commissions on policies still in underwriting.
Analytics
Analyze your book of business by premium or commission, by carrier and product.
Commission Statement
Generate statements for your agents at level payout percentages.
Advanced Commission
Find any debit balance on policies paid with advanced commissions.
Goals
Set premium and commission goals and track progress over any period.
Commission plans
Handles the plans other trackers can't.
A comp plan tells AgencyComp how a policy pays. Set one up per schedule and every report, from projections to missing commissions, uses it.
Medicare Advantage & PDP
Built with Medicare experts. Tracks commissions for any enrollment type or effective date, with no lengthy setup for policies paying on different dates.
Percentage of Premium
Medicare Supplement, life, final expense, LTC, critical illness, accident, annuities and other ancillary products.
Fee
ACA and under-65 medical plans paid a flat amount per member or policy.
Target Premium
Universal life. Accounts for lump sums and 1035 exchanges, years of premium, target premium amount, and any commission and renewal periods.
Graded
Small group life, dental, short-term and long-term disability.
Products you can track
Getting started
Up and running in four steps.
Map your statements, create your policies, add more statements and run your Missing Commission Report. Step-by-step videos walk you through each one, or our team can load your book for you: $150 covers up to 10 carriers, plus $12 for each additional carrier.
Security
Your data is secure.
- 100% cloud-based, so you can log in from anywhere
- HIPAA compliant
- Hosted on Amazon Web Services (AWS), protected by firewalls and IAM access controls
- Only key personnel can access production and test servers
- AWS CloudWatch monitoring and logging
- Daily backups of customer data for disaster recovery
- End-to-end encrypted data transmission to protect ePHI
- Payments processed securely through Stripe
- Code stored securely in GitLab with automated CI/CD pipelines
- Uploaded data files are kept only for a short time
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.