Commission Tracker
About Commission Tracker
Commission Tracker Pricing
Cloud Subscription Option - $67/Month, Additional Licenses are only $47/Month
Starting price:
$67.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Commission Tracker
1 - 5 of 36 Reviews
Matthew
Verified reviewer
Insurance
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2018
Have been using it for 15 years, very reliable and gets the job done.
Saves time, makes payroll a breeze.
PROSThe Commission Tracker is very comprehensive in setting up producers and client accounts. it handles multiple splits easily so for clients with multiple agents it is very handy. While data entry is straightforward, when there are lots of commissions statements it will take a lot of time. They have an in-house data entry service that is very effective and when I switched over, it made it much easier to process commissions.
CONSFor most people it should not be a problem but the installed version runs on a Windows computer. The cloud version is a better way to run the software because there is no need to save the data locally.
Michelle
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Great Product - Fantastic Team
Over the five years I've used the software, the team members have listened to my requests and done their best to help me get the information I need. More than once their regular monthly updates have added yet another feature to make my life easier. They're constantly improving an already powerful tool and working with them is always a pleasure.
PROSI tracked commissions manually with a spreadsheet for years. There was no check and balance and it was difficult to guarantee accuracy. Commission Tracker took a monumental task, made it manageable, and cut my completion time in half. Now I have an efficient and accurate method for financial analysis and more time to work on production.
CONSThere is no way to make a carrier table inactive, and many commission schedules change every year. I'd like to hide those not in use from the New Policy drop-down. I've also noticed that making an agent inactive doesn't remove them from any of the drop-downs. If we were a larger agency, this would be a big problem. Some reports don't have the filtering and/or sorting options that I need, but there is usually a workaround.
Reason for choosing Commission Tracker
It was easy to use, more suited to insurance commissions, and offered a way to enter every policy detail I needed only once.
Reasons for switching to Commission Tracker
It took too much time to manually enter policy details for every line item. There was no efficient way to check for errors. Financial analysis of production and commission income was time-consuming, inaccurate, and lacking detail.
Vendor Response
Thank you for your Support! We are glad Commission Tracker has aided you in so many ways.
Replied November 2022
Rachel
Hospital & Health Care, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2023
Commission Review
Better system for commission purposes
PROSTisha is an awesome asset and very helpful!
CONSNothing to report. I have had pleasant experiences.
Vendor Response
We sincerely appreciate the opportunity to contribute to the growth and prosperity of your company, and we remain dedicated to providing unmatched assistance. Thank you for choosing Commission Tracker as your trusted partner. We genuinely value our ongoing partnership and eagerly anticipate serving you in the future.
Replied July 2023
Matthew
Hospital & Health Care, 11-50 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
CT Review
Easy of use and tracking of new and renewed policies
CONSA little limited on the reports we can obtain by term.
Vendor Response
On behalf of the Commission Tracker, I wanted to express our gratitude for your review. We're glad to know that you found value in our Software, and we're committed to continuously improving to meet your expectations.
Replied February 2024
Diana
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2018
Allows you to manage your book of business with a positive financial impact!
Confidence that you are managing your revenue!
PROSCommission Tracker is user friendly and yet very detailed. Ability to building your carrier commission scales allows you to calculate your book of business to the penny. The import of commissions is easy to use unlike some other products. For folks that prefer to hand key, this is easy as well and the discrepancies appear right on the screen, which allows the auditing process to start immediately. The program is multi-user and allows for permission settings. The key to this software is the customer service. Any question or issue is addressed quickly and diligently. If you have a specific need, the programmers try to understand how you manage your business to help understand the best solution. Sometimes your needed solution becomes a program update. Love that they are open to real life needs and solutions. This is not an out of the box product that does not evolve!
CONSNot a personal fan of crystal reports because I am not well versed in it. All reports are exportable to Excel, however Crystal to Excel sometimes need manipulating. That being said, if a report needed is not programmed, the programmers will help create one specific for your needs.