NEW FEATURE RELEASES: Advanced Carrier Templates, Book of Business Reports, Missing Commissions

Pay Only For Active Policies And Not Users.

Recover Revenue and Save Time Quickly.

Carrier Commission Schedules Agent Upline Management.

Expected Commissions Reporting

Carrier Import Templates

Agent Levels Commissions

TrueUp and Prorata Payments

Full Payment Discrepencies

Book of Business Reports

Carrier Commission Schedules

Agent Upline Management

Full Policy Management

Carrier Agent Aliases

ToDo Management Tool

Variable Commission Types

All Inclusive Plan

PRICING BASED ON THE NUMBER OF POLICIES PROCESSED

Optional Managed setup

Are You Wasting Time Managing Your Commissions In Spreadsheets? Save Hours!

Want to see a demo of Commissionly Tracker and see hwo we can save you days of administration.

Book a demo below to talk to one of our commission specialists.

Supported CARRIERS (And More)

United Health Group (UNH)

Kaiser

Anthem

Centene Corp.

Prudential

Humana

Cigna

CVS Healthcare

Molina Healthcare

Lincoln National

Independent Health

New Your Life

Metlife

Northeastern Mutual

Mass Mutual

United Health Group (UNH)

Kaiser

Anthem

Centene Corp.

Prudential

Humana

Cigna

CVS Healthcare

Molina Healthcare

Lincoln National

Independent Health

New Your Life

Metlife

Northeastern Mutual

Mass Mutual

Dashboard

Widgets

Our handy widget give you a snapshot view of your most important metrics and the status of your book of business.

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Graphs

Useful graphs show you the growth and changes to various aspects of the business.

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Data

Export the graph and widget underlying data for validation or to create additional graphs or reports.

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Commission Reporting

Carrier commission reconciliation

A reconciliation report is automatically generated after each carrier commission import and will notify you of discrepancies, matches or missing payments.

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Expected commission export

Export all expected and commission data to CSV, Excel or PDF for easy manipulation or additional reporting.

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Manual payment management

Manually match missing commission payments to expected commissions.

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Carrier Management

Commission and Split Management

Attach carrier commissions and splits to carriers. Commissions and splits can be retired and new activated automatically.

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Unlimited Carriers

Add carrier contact information to keep track of your contacts email, phone and address information.

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Carrier Creation Wizard

Our user friendly carrier creation wizard makes setting up new carrier easy.

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Agent Management

Carrier Agent Aliases

Create unlimited carrier aliases for your agents to make commission payment imports simple.

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Agent Upline builder and Level assignment

Managing your agents could not be easier with our easy to use agent management interface.

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Agent Levels

Create custom agent levels to assign and build carrier commissions to pay to these levels and their uplines.

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Our Ratings And Reviews

A simple, stand-alone yet highly functional approach to managing commissions.

Peter Gush, GetApp

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The app is fast, intuitive and easy to understand.

Rowan L

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Simple, Affordable, Effective…Amazing.

Quinn W

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Are You An FMO Or Larger Sized Agency?

Please contact us to find out about our Pricing on Demand quote which looks at the number of policies you are processing.