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Commission Tracker

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Commission Tracker 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Commission Tracker
Commission Tracker
4.8
(40)

Pricing

Starting at $67.00 per month

About Commission Tracker

Commission Tracker is an on-premise and cloud-based solution that enables insurance agencies to manage policies and calculate agents' commissions. Administrators can sort existing policies based on agents, carriers or clients and utilize the search functionality to retrieve specific policy details from the database.

Commission Tracker allows businesses to create new policies with information such as policy number, status, renewal date, client name, billing type and more. Managers can update the status of payments as open, partial, closed or orphan and view billing summaries with individual payment/chargeback details. Additionally, it lets users import data on the platform and generate reports on agent commissions, accounts receivable, payment discrepancy or policy status.

The product is available on monthly subscriptions and on a one-time license basis. Support is extended via documentation, email, phone and other online measures.

Commission Tracker Screenshots

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Commission Tracker Pricing and Plans

Starting price: $67.00 per month
Free Trial
Free Version

Independent Agent

$67.00

flat rate, per month

No plan information available

    Small Insurance Agency

    $72.00

    flat rate, per month

    Plan includes:

    • Your agents will have access to their own Agent Portal to run reports.

    Medium Insurance Agency

    $119.00

    per user, per month

    Plan includes:

    • Your agents will have access to their own Agent Portal to run reports.

    Large Insurance Agency

    $166.00

    flat rate, per month

    Plan includes:

    • Your agents will have access to their own Agent Portal to run reports.

    Commission Processing Services

    $187.00

    flat rate, per month

    Plan includes:

    • Your agents will have access to their own Agent Portal to run reports.
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    Commission Tracker Features

    • Popular features found in Insurance
      Activity Tracking
      Audit Trail
      Contact Management
      Document Management
      Insurance Rating
      Policy Management
      Quotes/Estimates
      Self Service Portal
      Workflow Management
    • More features of Commission Tracker
      Access Controls/Permissions
      Accounting Integration
      Activity Dashboard
      Agency Commission
      Alerts/Notifications
      Audit Management
      Client Management
      Client Portal
      Commission Calculations
      Commission Calculator
      Commission Management
      Commission Overrides
      Commission Rules/Conditions
      Commission Scheduling
      Commission Statements
      Compensation Management
      Contact Database
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Document Storage
      Document Templates
      Email Management
      Financial Analysis
      Flat Commissions
      Forecasting
      Forms Management
      Incentive Management
      Insurance Policy Management
      Lead Management
      Life & Health
      Percentage Commissions
      Performance Metrics
      Property & Casualty
      Real-Time Reporting
      Reminders
      Reporting/Analytics
      Reporting & Statistics
      Search/Filter
      Single Sign On
      Sliding Scale Commissions
      Split Commissions
      SSL Security
      Status Tracking
      Template Management
      Third-Party Integrations
      Tiered Commissions
      User Management

    Commission Tracker User Reviews

    Overall Rating

    4.8

    Ratings Breakdown

    5

    75%

    4

    25%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.8

    Value for money

    4.9

    Customer support

    5.0

    Functionality

    4.9

    Lissa's profile

    Lissa C.

    Verified reviewer

    Insurance

    2-10 employees

    Used monthly for less than 2 years

    Review source

    Reviewed December 2025

    Thank God for this company.

    5

    This company has stayed on top of my commissions and reports, worked with us and stayed on top of us to make sure we are always current with our commission statements and reports. They discovered a huge issue from a carrier and we recovered commissions we were not paid on.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    They found missing commissions for my agency! Its not easy looking at every statement on a weekly and monthly basis, but with Commission Tracker, they do it all.
    Cons:
    Nothing bad. They are great at what they do. They email me reports so I dont have to go searching. Nothing bad about them.

    Vendor Response

    Thank you for sharing your experience! Helping agencies recover missing commissions and stay current with accurate reporting is exactly why we do what we do. We’re proud our team was able to identify a major carrier issue and help you recover unpaid commissions. Your success is our success, and we appreciate the opportunity to support your growth!

    Replied December 2025

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    BT

    Ben T.

    Verified reviewer

    Financial Services

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed August 2024

    Competitive Edge

    5

    With [sensitive content hidden] to support you, your in good hands

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Versatility and specialize for the insurance industry
    Cons:
    Complex to set up. So many options. Be nice to have video training.

    Reasons for switching to Commission Tracker

    After 1,000 sales in Excel, the matrix slowed down to a crawl

    Vendor Response

    We’re thrilled to hear that you've had a positive experience with Commission Tracker Software! If you need further assistance, feel free to reach out to our support team for the training videos covering many of the features within the software.

    Replied August 2024

    Read More

    EB

    Eric B.

    Verified reviewer

    Insurance

    2-10 employees

    Used monthly for less than 12 months

    Review source

    Reviewed January 2026

    AMAZING work. Thanks

    5

    I've loved working with these guys! they respond quickly, attentively, and are accurate with our information.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I love how these guys work they do such a great job. It takes only about a week or so to get back to us with what we'd need to get back to serving our customers but what they provide is exactly what we need. It's only tough to read.
    Cons:
    Just the readabilit is tough. It would be nice to say. "these are the clients taht you need to contact" But that would be some crrazzzzzy work and/or technology. But I'm really happy with this work.

    Vendor Response

    It has been a pleasure working with you, Eric! Thank you for the 5-star review. We pride ourselves on being attentive and accurate, so it’s great to see that hitting the mark. I hear you loud and clear on the readability—let's set up a time to talk so we can better meet the needs of your Agency! We’ll definitely take your suggestion about highlighting specific clients to contact back to the team. We appreciate the partnership!

    Replied January 2026

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    RG

    Rachel G.

    Verified reviewer

    Hospital & Health Care

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed June 2023

    Commission Review

    4

    Better system for commission purposes

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Tisha is an awesome asset and very helpful!
    Cons:
    Nothing 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

    Read More

    MA

    Michelle A.

    Verified reviewer

    Insurance

    2-10 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2022

    Great Product - Fantastic Team

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I 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.
    Cons:
    There 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.

    Reasons 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

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    AH

    Andy H.

    Verified reviewer

    Insurance

    11-50 employees

    Used weekly for more than 2 years

    Review source

    Reviewed May 2023

    What did I do before Commission Tracker?

    5

    I don't know what I would do with them. I don't want to know what I would have to do without them.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Before Commission Tracker, our commission process was a mess. Not only was gathering and figuring commissions difficult and time consuming, there were leaks throughout the process. Now, we got the process dialed in, have outstanding software and support, and I am more confident than ever that the process is as tight as can be.
    Cons:
    Some people might shy away from the dated-looking user interface, but don't. It works. It's efficient. It's affordable. It takes years (if not a decade plus) to build a product that is this capable. Be ware of the new, sexy software that hasn't been battle-tested.

    Vendor Response

    Commission Tracker expresses deep gratitude for the invaluable support your company has received from us. We are truly honored to have played a significant role in assisting your organization, and we cannot overstate the importance of our collaboration. Your trust and reliance on our services have been instrumental in our mutual success. We sincerely appreciate the opportunity to contribute to your company's growth and prosperity, and we remain committed to providing unparalleled assistance. Thank you for choosing Commission Tracker as your trusted partner – we genuinely value your continued partnership and look forward to serving you in the future.

    Replied June 2023

    Read More

    KW

    Kate W.

    Verified reviewer

    Insurance

    2-10 employees

    Used weekly for more than 2 years

    Review source

    Reviewed June 2023

    Commission Tracker is a Necessity!

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Commission Tracker makes it so simple to track commissions each month. I am able to track each dollar the company receives and pay our producers the agreed upon percentages they earned. It is super easy to run producer reports at the end of each month and I have complete confidence in the product. The price is also unbeatable. Finally, in 7 years I've only had to use customer service TWICE and each time I received a phone call almost immediately. They are very knowledgeable, patient, and pleasant!
    Cons:
    Once you renew a policy, there is no way (that I am aware of) to see commissions received for prior policies.

    Vendor Response

    We want to express our sincere appreciation for the chance to contribute to the growth and prosperity of your company. Our dedication to providing unparalleled assistance remains unwavering. Thank you for choosing Commission Tracker as your trusted partner. We genuinely value our ongoing partnership and eagerly look forward to continuing to serve you in the future.

    Replied July 2023

    Read More

    DL

    Diana L.

    Insurance

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed April 2018

    Allows you to manage your book of business with a positive financial impact!

    5

    Confidence that you are managing your revenue!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Commission 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!
    Cons:
    Not 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.

    Read More

    JV

    Judie V.

    Verified reviewer

    Used unspecified for unspecified

    Review source

    Reviewed March 2016

    There isn't a better commission Tracker Software

    5

    In my opinion, Commission Tracker is THE best commission tracking software on the market, for any price and it is amazingly affordable! This will be a rather wordy review, but I can't say enough wonderful things about Commission Tracker. I found CT 3 years ago and chose it because it was within our budget and the demo looked like what we needed. Little did I know that it was not only what we needed, but it is awesome! It is easy to learn, easy to use, has a huge number of user option oriented reports that are accurate. It also does future commissions predictions. It tracks carrier commissions receivable and producer payable commissions with tremendous flexibility. You can use CT for P&C and Health and Benefits. It works great for both and it does both very well, better than other packages I have used and demoed. It also has customizable commission tables for graded commissions, PCPM and flat rate. Producer commission tables also offer quite a bit of flexibility. Commission Tracker was perfect for my needs. However, my sales staff needed an agency management system and my boss wanted it fully integrated with the accounting software. We saw demos for Vertafore and Applied Systems. Whenever I asked if they could do something that CT can do for tracking commissions, they told me, "No." So we investigated many other packages and decided on one, I don't want to offer the name because I am currently using it. My new software is great for what the sales staff needs but is tremendously lacking in the commission tracking, sales tracking and reporting side. I had much more confidence in Commission Tracker than this package or any that I have seen. I told the staff at Commission Tracker that if they ever develop up to a full blown AMS and financial package, I would return to them in a heartbeat. The support staff is extremely responsive and helpful. And the programming staff is constantly coming up with new and excellent features and enhancements. So, if you are looking for a competent, dependable, user friendly, affordable software to track your insurance sales and commission activity, COMMISSION TRACKER GETS INSURANCE LIKE NO ONE ELSE DOES!!!

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support

    Read More

    Matthew's profile

    Matthew S.

    Verified reviewer

    Insurance

    Used weekly for more than 2 years

    Review source

    Reviewed March 2018

    Have been using it for 15 years, very reliable and gets the job done.

    5

    Saves time, makes payroll a breeze.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The 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.
    Cons:
    For 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.

    Read More

    Showing 1 - 10 of 40 Reviews

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