--- title: "Commission Tracker Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Commission Tracker. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Commission Tracker is a good fit for you!" source_url: "https://www.softwareadvice.com/commission/commission-tracker-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / [Commission Tracker](https://www.softwareadvice.com/commission/commission-tracker-profile/) / Commission Tracker Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/commission/commission-tracker-profile/) Reviews [Alternatives](https://www.softwareadvice.com/commission/commission-tracker-profile/alternatives/) # Commission Tracker User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 55 ### Secondary ratings - Ease of use: 4.7/5 - Customer support: 5.0/5 - Value for money: 4.9/5 - Functionality: 4.8/5 ### Rating distribution - 5 stars: 40 reviews (73%) - 4 stars: 15 reviews (27%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - The first time was during Commission Trackers move to a cloud-based system, and unfortunately, we had the desktop version. Despite the limitations that imposed, the software worked seamlessly and efficiently. - The people and the support: Marsha and the Commission Tracker team have consistently been responsive, patient, and willing to dig in when we have questions. - Having a team that understands our account and gets the work done makes an enormous difference. ### Most mentioned cons - They discovered a huge issue from a carrier and we recovered commissions we were not paid on. - 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. ## Commission Tracker customer reviews Showing reviews 1-25 of 55 (page 1). ### Comm Track has helped me to finally know what the carriers are paying me! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: October 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. For me having the claude integration with comm tracker is the best. I use it to ask claude when was the last time I was paid on a person and then I can quickly find out who has cancelled and who hasn't #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love finally knowing what my income is. For so long I had no Idea how much I was earning with each of the carriers and now I have integrated it with claude and I can just talk to it about how much I have made. I love that it automatically uploads my statements each month as well. #### Cons There is nothing I don't like. Mostly I didn't want to learn a new system and it looks a little overwhelming visually so I had my VA learn it and I only interact with it through Claude #### Vendor response Hi Jeffrey, Thank you so much for taking the time to share your feedback and for the 5-star rating! We're thrilled to hear that Commission Tracker is giving you total visibility into your carrier earnings and taking the headache out of monthly statement uploads. It’s also fantastic to hear how you and your VA set up the Claude integration—using conversational AI to quickly look up client payouts and track cancellations is a brilliant workflow. We also appreciate your feedback regarding the visual layout; we're constantly working on refining our interface to make it more intuitive and less daunting right out of the box. Thank you for choosing Commission Tracker to help run your agency. If you or your team ever need anything, we’re always here to help! Best regards, The Commission Tracker Team Replied November 2026 --- ### Simplicity is worth my time - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: October 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. i like the way it makes it effortless to get everything completed, and it makes it worth missing the headache #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like how the system that is put in place is effective, simple and efficient for what my needs are. #### Cons In a time where everything is higher in costs, it would be nice to see if we receive a lower cost for the services #### Vendor response Hi Jeanette, Thank you so much for taking the time to share your feedback and for giving us a 10/10 recommendation! As an agency owner, we know your time is invaluable, so it means the world to hear that Commission Tracker has made managing your commissions simple, efficient, and headache-free. We also completely understand your perspective on pricing and rising costs across the board. Our goal is to ensure the time and stress saved continue to deliver significant ROI for your business, and we are committed to keeping our pricing fair and transparent as we add more value to the platform. Thank you for choosing Commission Tracker to support your agency. If you ever have ideas or need anything at all, our team is always here to help! Best regards, The Commission Tracker Team Replied October 2026 --- ### Great Commission Tracker Software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: less than 1 year · monthly - Reviewed: October 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software is easy to use and if you ever have an issue the team is very quick to reply and resolve the issue - they're with you each step of way. #### Cons We've been using this software for about a year now and I honestly believe there's no downside to using this product. #### Vendor response Hi Dan, Thank you for taking the time to share your review on Capterra! We’re thrilled to hear that Commission Tracker has been easy to use and getting the job done for your team over the past year. Knowing our support team has been responsive and helpful every step of the way means a great deal to us. We appreciate your partnership and look forward to continuing to support your business! Best regards, The Commission Tracker Team Replied October 2026 --- ### Great Product - Overall rating: 5/5 - Reviewer: Shantel D. - Industry: Insurance - Company size: 2-10 employees - Product usage: 3-5 years · weekly - Reviewed: October 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Everything is great. Frequent updates, carrier tables, and the affordability make it an amazing tool. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ease of use, pulling reports, and the support staff. The support team answers quickly and has no problems helping me, even if we have to do a zoom and screenshare. #### Cons The only thing I don't like is I travel a lot so I sometimes have to go back and forth between my desktop and laptop. If you upload commission statements on one system, you can't see them on the other one so you have to either do it again or make sure you travel with your main system. Sometimes I can't load up my entire desktop setup. #### Vendor response Hi James,Thank you for being a valued customer for over two years and for sharing your feedback on Capterra! We're so glad to hear that you find Commission Tracker easy to use, appreciate our frequent updates and carrier tables, and have had great experiences with our support team jumping on screen shares whenever needed. We also really appreciate your feedback regarding syncing between your desktop and laptop while traveling. We know how important seamless access is when you're on the go, and we'll share this directly with our product team as we work on future improvements to make managing your statements across devices easier. In the meantime, please feel free to reach out to our support team if you'd like us to help set up a smoother workflow for your travel setup. Thank you again for your 10/10 recommendation and continued trust in Commission Tracker! Best regards, The Commission Tracker Team Replied October 2026 --- ### Great Product - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 1-3 years · weekly - Reviewed: October 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have used Commission Tracker for a number of years. My employer has tried to have me use different programs but I always come back to Commission Tracker. It's easy to learn. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's easy to use with frequent updates. The support team is extremely responsive whenever I need assistance. Reports are easy to use. #### Cons There really isn't anything I don't like about it. It always gets the job done when I need it. Everything works. #### Vendor response Hi Shantel,Thank you so much for taking the time to leave such a wonderful 5-star review! We're thrilled to hear that Commission Tracker continues to be your go-to solution and that our reporting tools, ease of use, and PDF conversion features make your accounting work easier. Knowing that you always choose to come back to us means the world to our entire team. We truly appreciate your loyalty and partnership over the years! Replied October 2026 --- ### Commission Tracker Review - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: September 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall we have had a very positive experience with the company and the software. The latest updates have made it even easier to operate. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like the overall functionality of it. The reports are easy to run and easy to customize to our needs. The different avenues of processing a commission statement is extremely helpful and especially being able to convert Excel statements to PDF. Customer support is exceptional. Any questions I have are responded to promptly and they are always helpful. #### Cons I do wish that the drop down menu for the commission tables was wider to show the full name of the tables as we have multiple per carrier and it can take a while to find the right one. It would also be helpful if there was a way to hide or archive old commission tables that are no longer in use because they can't be deleted if payments are attached. #### Vendor response Hi Jennifer, Thanks so much for the awesome review! We’re so glad Commission Tracker has been serving you well over the last two years, and it’s wonderful to hear our support team has been super helpful. Thanks also for the great feedback on the commission tables! Making dropdowns wider so full table names show up and adding an option to archive old tables make total sense. I've shared both ideas directly with our product team. We really appreciate having you with us! Replied September 2026 --- ### Excellent Commission Tracking - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: September 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Been very good with help when you need it. We have used the program over 15 years. CT continually makes significant upgrades. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Best way to tailor commision to agents and track carrier commisions.Tracking can be simple or very detailed based on your needs. #### Cons Learning curve to understand setup and options. A basuc understanding of excel is needed to upload commision statements. #### Vendor response Hi Michael, Thank you for being a loyal user for over 15 years and for sharing your feedback! We’re thrilled to hear that Commission Tracker continues to provide the detailed tracking and tailored commission options your agency needs. We also appreciate your honest note regarding the setup and Excel workflow. We are always working on ways to make statement uploads and onboarding even more intuitive. Since you've been with us through so many upgrades, we'd love to learn if there's anything specific that influenced your "Likelihood to Recommend" rating so we can make your experience even better. Thanks again for your long-standing partnership! Replied September 2026 --- ### Great tracker - Overall rating: 4/5 - Reviewer: Elea S. - Industry: Insurance - Company size: 2-10 employees - Product usage: 3-5 years · monthly - Reviewed: September 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Not as easy but after it is set up it is okay. Carriers pay very differently so set up is key part of the process. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is a great value for the money and we can track most commissions. They have great customer support. #### Cons The set up is the most time consuming part of the process. Once this is done, the process gets easy. #### Vendor response Hi Elea, Thank you so much for taking the time to share your review and for being a loyal Commission Tracker user for over two years! We are thrilled to hear that you find the software to be a great value and that our customer support team has taken good care of you. We completely understand your feedback regarding the initial setup process. Because insurance carriers structure their commission payouts so differently, getting everything configured correctly upfront takes some time—but as you noted, once that foundation is in place, managing your commissions becomes much easier. Thank you again for the 10/10 recommendation. We appreciate your partnership and look forward to continuing to support your team! Replied September 2026 --- ### More Than Commission Tracking - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Health, Wellness and Fitness - Company size: 11-50 employees - Product usage: 3-5 years · monthly - Reviewed: September 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Our overall experience with Commission Tracker has been very positive. The service provides an important layer of organization and oversight to a part of our business that’s inherently complicated. More importantly, when we have questions, find something that doesn’t look quite right, or simply need help understanding the information, Marsha and the team are responsive, patient, and willing to dig in with us. No system or process is perfect, particularly when it relies on information coming from multiple carriers and from our own team, but we have confidence that when something needs attention, Commission Tracker will work with us to figure it out. That peace of mind, and the people/team behind it, are why we continue to value the partnership. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The people and the support: Marsha and the Commission Tracker team have consistently been responsive, patient, and willing to dig in when we have questions. Commission tracking definitely has its challenges, especially when information comes from multiple carriers, in multiple formats, at different times. Having a team that understands our account and gets the work done makes an enormous difference. Having worked with other companies, we’ve found that Commission Tracker gives us peace of mind and a centralized way to organize and review information that would be incredibly cumbersome to manage internally. We genuinely value the partnership. #### Cons It’s difficult to identify a true “con” because, in our experience, Commission Tracker does the work when they have the information needed to do it. The bigger challenge is making sure we’re providing everything they need, and doing so timely. If I could ask for one improvement, it would simply be more proactive nudges when something is missing from our side. Sometimes we (I) don’t know what we (I) don’t know, and a quick “Hey PCH, we’re still waiting on this” would help us (me) keep things moving. #### Vendor response Hi Kristen, Thank you so much for taking the time to leave such a detailed and thoughtful review! Hearing that our partnership gives you peace of mind truly makes our day. Managing commission tracking across multiple carriers and formats is definitely a complex puzzle, so I’m thrilled to know that our team’s support is making your job easier and keeping things organized. I also really appreciate your constructive feedback regarding proactive nudges when missing information is holding things up. That’s a great suggestion—we’re always looking for ways to streamline our communication, and I’ll definitely take this back to the team so we can help keep things moving even more smoothly on your end. We truly value our partnership with you and the rest of your team. Thanks again for the 5 stars! Warmly, Marsha & the Commission Tracker Team Replied September 2026 --- ### Agency Owner - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 3-5 years · weekly - Reviewed: September 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We have been using Commission Tracker for years. Have never even thought of changing...it has been everything we need! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of Use - Commission Calculation - Customer Support Those things have been their strengths as a product and company. #### Cons No complaints at all. We have enjoyed using the software for many many years. It meets all of our needs. #### Vendor response Hi Gayle, Thank you so much for taking the time to share such a wonderful 5-star review! We are thrilled to hear that Commission Tracker continues to meet all of your agency's needs and that our ease of use, commission calculations, and customer support have consistently delivered a great experience over the years. Knowing that you've trusted us for your insurance agency for so long truly means the world to our team. We appreciate your continued partnership and look forward to supporting your business for many more years to come! Best regards, The Commission Tracker Team Replied September 2026 --- ### Thank God for this company. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 1-3 years · monthly - Reviewed: December 2025 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great Product - Fantastic Team - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response Thank you for your Support! We are glad Commission Tracker has aided you in so many ways. Replied November 2022 --- ### Worth the purchase - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: August 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. My overall experience has been good and Tisha was patient. I'm still learning as I'm not working it on it everyday so I forget some of the steps. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros The statement uploads really solve the data entry issue for our business. I also like the flexibility with creating the "maps". #### Cons The set-up can be complicated and hard to remember all the steps. I also think the program needs work aesthetically.....it could be better to look at. #### Vendor response Thank you so much for taking the time to share your feedback! We're thrilled to hear that statement uploads and mapping flexibility are making a real difference in cutting down your data entry, and we'll be sure to pass along your kind words to Tisha—she'll be delighted to know she helped you along the way. We hear you on keeping track of the setup steps when you aren't in the system every day. Whenever you need a refresher, be sure to check out Tippy, our amazing AI assistant, alongside our comprehensive help manual—they're both right inside the platform to guide you through any step of the process. Plus, you'll be happy to know that our upcoming release takes the platform's aesthetics to a whole new level, making it much cleaner and more enjoyable to work in every day. Thanks again for your review, and please reach out whenever you need a quick hand! Replied September 2026 --- ### Competitive Edge - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 2-10 employees - Product usage: 3-5 years · daily - Reviewed: August 2024 - Review source details: This review was submitted organically. No incentive was offered With [sensitive content hidden] to support you, your in good hands #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Versatility and specialize for the insurance industry #### Cons Complex to set up. So many options. Be nice to have video training. #### 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 --- ### AMAZING work. Thanks - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: less than 1 year · monthly - Reviewed: January 2026 - Review source details: This review was submitted organically. No incentive was offered I've loved working with these guys! they respond quickly, attentively, and are accurate with our information. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### What did I do before Commission Tracker? - Overall rating: 5/5 - Reviewer: Andy H. - Industry: Insurance - Company size: 11-50 employees - Product usage: 3-5 years · weekly - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Commission Tracker is a Necessity! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 2-10 employees - Product usage: 3-5 years · weekly - Reviewed: June 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Allows you to manage your book of business with a positive financial impact! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Insurance - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: April 2018 - Review source details: This review was submitted organically. No incentive was offered Confidence that you are managing your revenue! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### There isn't a better commission Tracker Software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Reviewed: March 2016 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Customer support: 5/5 --- ### Have been using it for 15 years, very reliable and gets the job done. - Overall rating: 5/5 - Reviewer: Matthew S. - Verified reviewer: Yes - Industry: Insurance - Product usage: 3-5 years · weekly - Reviewed: March 2018 - Review source details: This review was submitted organically. No incentive was offered Saves time, makes payroll a breeze. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Long-Term CT Client - Overall rating: 5/5 - Reviewer: Verified Reviewer - Reviewed: December 2011 - Review source details: This review was submitted organically. No incentive was offered I would recommend Commission Tracker to any employee benefits broker. We have over 20 sales reps accross the country and for the past four years we have lived up to their expectations with commission report delivery thanks to Commission Tracker! Sincerely, Michael Caparso VP National Healthcare Access Inc. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 #### Pros I can't speak highly enough of the customer support that we receive from Shane at Commission Tracker. I wish all of the vendors we use in our company were as competent. #### Cons The only con that I know of is the Premium allocation capability. --- ### Best commission software available and they continue to make improvements. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Reviewed: August 2015 - Review source details: This review was submitted organically. No incentive was offered Like any software it takes a bit of time to learn. The nice thing is they are always available to answer any questions and give you one on one tutorial help. Also the help button in the software is very helpful and informative. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### CT KIS me! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Reviewed: September 2013 - Review source details: This review was submitted organically. No incentive was offered CT Kept it Simple for me! Prior to CT, an excel spreadsheet was my recording method .., this program is one of the easiest out there and simple to use, doesn't require an IT degree to figure it out! The customer service support is also incredible, no telephone automation, real live person that you actually speak with. Can't beat the price! Love it! Thank you CT for the KIS! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### Effective, helpful commission software with excellent support. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Reviewed: August 2015 - Review source details: This review was submitted organically. No incentive was offered We are a growing health insurance office. Commission Tracker has been very useful for managing both agent commissions and carrier payments. Commission Tracker continues to make the software more intuitive and speedy. Do take advantage of the excellent support to set up accounts, commission tables correctly and answer any start-up questions. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### It has been a very good, reliable, easy to use software program. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Reviewed: August 2015 - Review source details: This review was submitted organically. No incentive was offered This is the first commission software program that I have used. It has been very easy to learn how use this program. The customer service has been fantastic and they have gone the extra mile not only on assisting us with normal everyday questions but also customizing the program to better fit our needs. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 ---