Commission Tracker for Insurance

by AmbiCom

4.5 / 5 25 reviews

Who Uses This Software?

Insurance agencies who already have a CRM in place and need to add commission management.


Average Ratings

  • 4.5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $47.00/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • AmbiCom
  • www.commission-tracker.com
  • Founded 1995
  • United States

About This Software

Commission Tracker is specifically designed for Insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers. But it also does so much more... giving you detailed reports from every angle of your business. Many agencies begin by trying to track these commissions with Excel spreadsheets but soon find themselves unable to easily produce reports.


Features Checklist

  • Affiliate Management
  • Agents Payments
  • Commission Calculations
  • Commission Scheduling
  • Commission Tracking
  • Compliance Management
  • Flat Commissions
  • Incentive Programs
  • Modeling & Simulation
  • Multi-Tiered Commissions
  • Payment Disbursement
  • Percentage Commissions
  • Rule Management
  • Sliding Scale Commissions
  • Split Commissions

Product Reviews

Review This Product!

Unquestionably the best!

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: We've been using Commission Tracker since our company was founded in 2005, and not only is the product excellent, with a number of valuable upgrades implemented since the first version, but the customer support is absolutely superb.

In this day & age where so many firms off-site their customer service, or make it nearly impossible to find a support phone number when they need help, it is truly a delight to work with a company that does neither of those, and is always available to help as needed.

Thanks so much to Shane and the rest of the team for being the absolute best in this critical segment of the marketplace for us.

, CEO at Polaris Benefits

There isn't a better commission Tracker Software

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: 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!!!

, CFO at CS Plus (Insurance Broker)

Effective, helpful commission software with excellent support.

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: 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.

at FG Insurance

Saves so much time

4 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: Uploading commission statements directly into Commission Tracker has been a real time saver. It is easy to use and insures accuracy.

, Administrative Assistant at Corporate Benefits Consultants, Inc.

It has been a very good, reliable, easy to use software program.

4 / 5
Overall
4 / 5
Ease of Use
5 / 5
Customer Service

Comments: 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.

, Controller at David White & Associates

Best commission software available and they continue to make improvements.

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: 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.

, Owner at Insurance At Your Fingertips

A TRUE LIFESAVER!

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: 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.

, Office Manager at Caise Benefits

Commission Tracking for our Agency is much easier to do now with Commission Tracker!

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: I like this product. It is simple to use and produces reports that easily demonstrate what I need to know, such as outside agent split amounts, insurance carrier totals (to compare to carrier reports), and overall agency totals. Our old system was outdated and had been modified so many times that it was messy and produced reports that were not easy to read. I researched several commission tracking software programs and this one was the best. Initial data input was a big undertaking, but was simplified with excel data sheet upload. I would recommend this product.

, Vice President at Baldwin-Georgenton Insurance Agency

Fantastic Customer Service

5 / 5
Overall
4 / 5
Ease of Use
5 / 5
Customer Service

Comments: After tracking commissions through Excel, using this software helped our process immensely. Although the software itself may be a bit difficult to navigate at times, the customer service team is on point. Any time I have a problem or question I contact my sales rep and get a return usually within 24 hours.

, Account Manager at Voss Financial Group, LLC

HCW has used CT since 2005. It has met our needs and continues to expand to meet our needs.

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: CT is easy to learn and use. When there are any problems, support is always friendly and responsive. I've never had a time where they weren't able to correct an issue.

, Business Manager at HCW Employee Benefit Services, LLC

Great Product, Excellent Service

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: The commission tracker software has made paying agent commissions quick and easy. We use this system day to day and it's simple and user friendly. On the rare occasion we have an issue with the software, we contact customer service and the problem is addressed almost immediately with a fix and we're back on track to working on it. Karla and Shane have been awesome to work with and their responsiveness has amazing.

, executive vice president at complete solutions inc

Solid experience from day 1.

4 / 5
Overall
4 / 5
Ease of Use
5 / 5
Customer Service

Comments: The program is user friendly, and runs reliably. We have suggested tweaks in the past, and have found the developers receptive to this feedback, and have seen items actually incorporated into upgrades. The customer service team is attentive and very helpful. A good organization to work with, and I would absolutely recommend them to people in need of a commission tracking program.

, Manager at TSG Financial

Commission Tracker setup is easy!

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: I purchased Commission Tracker this year because I was out growing keeping my commissions on an Excel spreadsheets. The program is reasonably priced and user friendly. The best part of my purchase of Commission Tracker is the ease of setting up and using it and the service has been great and responsive.

, Owner at LJ Brinkman & Associates

A terrific value for our agency!

5 / 5
Overall
4 / 5
Ease of Use
5 / 5
Customer Service

Comments: We purchased Commission Tracker last year because we were growing out of keep our commissions and splits on an Excel spreadsheet. The program is reasonably priced and user friendly. The best part of out purchase of Commission Tracker is the service we have received. Karla Long and the service team have been responsive, patient and dependable. I like the web-based access. I highly recommend Commission Tracker!

, President at RBI Benefits

Review

4 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: Great system Just wish it would do other reports and are not on the current system.

at Sheridan Benefits LLC

Commission Tracker is perfect for our office

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: Our Agency loves Commission Tracker, it is perfect for our office. We have 3,000+ clients and are paying 7 agents at different levels of commissions and it is a perfect fit. The support team is always available and listens to our suggestions for tweaking small updates. I would recommend it to anyone needing to track a variety of Carriers, products and clients.

, Presiden at Continental Management

CT KIS me!

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Comments: 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!

at Creative Insurance Solutions

Commission Tracker is a definite asset to our business

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Pros: Easy to use, great importing feature.

Cons: None to report.

Overall: LTC Solutions, Inc. has been using Commission Tracker since 2004 and we have grown along with it over the years. CT is a very valuable tool, allowing us to confidently track all commissions both incoming and outgoing. Shane and his team are always easy to contact when help is needed, and always highly receptive to requests to change/customize CT to better fit our needs. We highly recommend CT to any growing company that needs detailed commissions information.

, VP - Finance & Operations at Long Term Care Solutions, Inc.

Long-Term CT Client

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

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.

Overall: 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.

, Vice-President at National Healthcare Access Inc.

Incredible system

5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

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!

Overall: GREAT PRODUCT, DEFINITELY A MUST

, President/CEO at Freed Insurance agency, Inc.

Efficient, easy to learn and train employees to use.

4.5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

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.

Overall: 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.

, Finance & Marketing Analyst at Premier Benefits Insurance Services

Overall we like it. It is affordable, and easy to use.

4 / 5
Overall
5 / 5
Ease of Use
4 / 5
Customer Service

Pros: Easy initial set up. Fairly intuitive product.

Cons: Its license per machine feature makes it a little tricky to network. Also, support is one or two people not a team so immediate response can be a problem.

Overall: Overall we like it. It is affordable, and easy to use.

, Operations Manager at Provider Insurance Group Inc.

Would recommend buying. Great program for tracking commissions.

4.5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Pros: all agents, carriers, clients, policies cross-referenced - simplified program that is easy to use

willing to do custom reporting if needed

Cons: minor

Overall: Would recommend buying. Great program for tracking commissions.

, Finance Manager at Concierge Communications

This system is the best I've used.

4.5 / 5
Overall
5 / 5
Ease of Use
5 / 5
Customer Service

Pros: It is very easy to use, and breaks everything into what I need.

Cons: I wish it didn't go back to the top when you do an adjustment. That slows me way down.

Overall: This system is the best I've used.

, Assistant Operations Administrator at Jenkins Insurance Group

Commission Tracker was an easy fix to our tracking problem.

4.5 / 5
Overall
4 / 5
Ease of Use
5 / 5
Customer Service

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.

Overall: 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.

, Accountant at True North Insurance Agency, Inc.