A streamlined solution

Get the powerful tools you need without an expensive CRM.

 

Track your commissions in six easy steps

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Add your carriers and compensation plans

Carriers are the companies you represent. A compensation plan describes how commissions are paid on a policy.

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Import your client policies

AgencyComp provides import templates for Percentage of Premium, Medicare Advantage, Fee, Target Premium, and Graded policies

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Create an import map for each carrier

A map provides a diagram of which fields are imported from the commission statement

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Import your commission statements

Statements in Excel can be quickly imported

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Post commissions to policies

Posting is the process of linking a commission to a policy

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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:

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Pending Business

View first year commissions on policies in underwriting

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Analytics

Analyze your book of business by premium or commission

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Revenue Projection

Project revenues up to 10 years

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Projected vs Actual

Compare expected commissions to those received

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Missing Commission

12-month lookback on commissions received and missed

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Advanced Commission

Determine any debit balance for policies with advanced commissions

Your data is secure

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100% cloud-based, so you can log in from anywhere

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Secured by Amazon Web Services (AWS)

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