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Commission Tracker

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Commission Tracker 2026: Benefits, Features & Pricing

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  • Overview
  • Screenshots
  • Pricing and Plans
  • Features
  • User Reviews
  • Popular Comparisons

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

    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

    DL

    Dusty L.

    Verified reviewer

    Insurance

    2-10 employees

    Used weekly for more than 2 years

    Review source

    Reviewed October 2019

    Couldn't function without it

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    This software is absolutely amazing. I could not process commissions without. We were using an excel spreadsheet to track our commissions until we just got to big and it was too hard to keep up with. We have used commission tracker for maybe 8 years or so now and it has made life so much easier. It allows us to track what we are being paid and if we are missing commissions or not getting the correct amount. Also because we have multiple agents that we pay it tracks the commission splits with so much ease. Love, Love, Love this software.
    Cons:
    might take a little bit of a learning curve to get used to. Wish I had done some things different from the beginning because it's too late to change them now. The way you enter info can be subjective to the person doing the entering and therefore trying to train someone else to take over is very difficult because they may not do it the same way and therefore you will end up with inconsistency.

    Read More

    KS

    Kim S.

    Used unspecified for unspecified

    Review source

    Reviewed March 2009

    Commission Tracker was an easy fix to our tracking problem.

    4

    Commission Tracker was an easy fix to our tracking problem. The program has worked well with us over the past 6 years and we are eager to work with our newly updated version, 4.0. We had been running 3.0 all this time and are very happy to see the enhancements in 4.0 and look forward to the release of 5.0.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    icon
    Pros:
    Commission Tracker is user friendly and easy to learn. The training process for new users has been made simpler by the ease of use of the system. The reports in Commission Tracker give the user alot of flexibility. A big pro for us has been the ability to have reports customized for us. This has made it possible for us to maximize our return on the product.
    Cons:
    One con that comes to mind is that we, as a Commission Tracker user, would love to have access to the network of other CT users. I would love to see a user's group meeting or a place that we as users can talk with other users and pick up on all the parts of the system that we might not be using but should be and just aren't because we don't realize what it does or what it can do for us.

    Read More

    JS

    Janet S.

    Insurance

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed May 2018

    Excellent customer support (whenever I've needed it), Effective Reporting Capabilities & Easy to Use

    5

    I use it every day and it has provided me with excellent reporting capabilities to give to key decision makers, it allows me to pull data quickly for various reports I run for internal and external reporting, and through the uploading of statements the amount of time it takes to import data has decreased by over 50%.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I like the Customer Support, the ease of uploading statements and the reports that are available that I can provide to decision makers and producers.
    Cons:
    I'd love to be able to more easily manipulate the excel downloads of the reports. I'd like to be able to run Pivots with them more easily.

    Read More

    RV

    Ralph V.

    Used daily for less than 2 years

    Review source

    Reviewed March 2018

    Great program, saves so much time and prevent mistakes

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Easy to use once the data is incorporated into the system. Execl spreadsheet quickly import to the system. The reporting section is outstanding and very useful to the agent and management. Tremendous time saver reducing a week of manual data input of Excel to just a few minutes. Exceptional service by a local tech support, not somebody in India.
    Cons:
    The requirement to make sure the excel spreadsheet exactly meets the import requirements. The length of some of the data fields is restrictive. The program doesn't include a balancing mechanism rechecking the commission splits with the gross commission.

    Read More

    KH

    Kyle H.

    Verified reviewer

    Insurance

    11-50 employees

    Used weekly for less than 12 months

    Review source

    Reviewed December 2023

    Commission Tracker Review

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Makes keeping track of commissions very simple and organized. If i need support with certain functions, I receive assistance in a timely manner.
    Cons:
    No cons at this time for commission tracker

    Vendor Response

    Commission Tracker is thankful for the opportunity to support you in managing your commissions. Our dedicated support team is committed to providing timely assistance, ensuring a smooth and efficient commission tracking process. We eagerly anticipate continuing to assist you with your commission tracking needs in the future.

    Replied December 2023

    Read More

    MH

    Matthew H.

    Verified reviewer

    Hospital & Health Care

    11-50 employees

    Used monthly for less than 2 years

    Review source

    Reviewed February 2024

    CT Review

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Easy of use and tracking of new and renewed policies
    Cons:
    A 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

    Read More

    DM

    Dena M.

    Used unspecified for unspecified

    Review source

    Reviewed April 2009

    Efficient, easy to learn and train employees to use.

    4

    Efficient, easy to learn and train employees to use, and an accessible interface that minimizes errors in data entry. Quick, friendly, and very capabable customer service.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    icon
    Pros:
    CT efficiently tracks our commissions and provides easily accessible key data for commission payments. Customer support is superlative -- fast, responsive, and gets us on back on track when we have a questions. It is a bug-free product that easily updates and requires little time to manage.
    Cons:
    My only aspiration is for the program to have more reporting features and user modified options (e.g., what is displayed). It would be great to have the ability to add/delete fields and customize reports. I would like the ability to do more in-program analysis, rather than have to export to Excel, etc. and clean up all of the data so I can sort, etc. on my own.

    Read More

    DS

    Donna S.

    Used unspecified for unspecified

    Review source

    Reviewed August 2015

    A TRUE LIFESAVER!

    5

    Before using commission tracker, it would take me a week or more to process commissions for my company, now it takes me 1-2 days maximum and our company had tripled in business since we started using this system. I was not able to import statements or anything like that BEFORE I found commission tracker. This is a world class organization. I have dealt personally with Karla and Shane on numerous occasions and they answer my questions, issues and/or problems immediately or as soon as they can. I would NEVER use anyone else. The programs are updated and upgraded frequently and the customer service is unsurpassed in this industry or any other. I am have been 100% satisfied with this company and have been for the past 4 years.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support

    Read More

    CF

    Carol & Steve F.

    Used unspecified for unspecified

    Review source

    Reviewed December 2011

    Incredible system

    5

    GREAT PRODUCT, DEFINITELY A MUST

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    icon
    Pros:
    What an incredible system! At such an affordable price. Can't believe we no longer have to do date entry for our commissions, which used to take us hours and hours. Being able to forecast our future commissions with a touch of a button along with all kinds of different reports makes the commission tracker a must for insurance agents/brokers. Customer service was simply excellent, Shane goes above and beyond. Thank you so much Shane.
    Cons:
    Wish version 6 was out sooner, like 5 years ago!

    Read More

    Showing 1 - 10 of 40 Reviews

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