A streamlined solution
Get the powerful tools you need without an expensive CRM.
Track your commissions in six easy steps
Add your carriers and compensation plans
Carriers are the companies you represent. A compensation plan describes how commissions are paid on a policy.
Import your client policies
AgencyComp provides import templates for Percentage of Premium, Medicare Advantage, Fee, Target Premium, and Graded policies
Create an import map for each carrier
A map provides a diagram of which fields are imported from the commission statement
Import your commission statements
Statements in Excel can be quickly imported
Post commissions to policies
Posting is the process of linking a commission to a policy
Add reports
There are six reports to help track your commissions
Flexible enough to calculate commissions for virtually any product
Unlike most commission trackers, AgencyComp does not require you to purchase an expensive CRM with features you don’t need or use. With minimal data, you can calculate, project, and identify missing or inaccurate commissions. AgencyComp can calculate commissions for almost any type of policy.
Percentage of Premium
- Term Life
- Medicare Supplement
- Final Expense
- Disability
- Long Term Care
- Annuity
- Medical
- Voluntary Benefits
Medicare Advantage
- Medicare Advantage
- Prescription Drug Plans
Fee
- Individual Health
- Group Health
Target Premium
- Universal Life
- Whole Life
Graded
- LTD
- STD
- Life
- AD&D
- Dental
Our robust reports include:
Pending Business
View first year commissions on policies in underwriting
Analytics
Analyze your book of business by premium or commission
Revenue Projection
Project revenues up to 10 years
Projected vs Actual
Compare expected commissions to those received
Missing Commission
12-month lookback on commissions received and missed
Advanced Commission
Determine any debit balance for policies with advanced commissions
Your data is secure
100% cloud-based, so you can log in from anywhere
Secured by Amazon Web Services (AWS)
