--- title: "Commission Tracker Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Commission Tracker Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # Commission Tracker Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Commission Tracker ## What is Commission Tracker? Commission Tracker software is designed specifically for insurance agencies like yours. With Commission Tracker, you can easily track commissions, manage sales data, generate reports, and automate processes, saving you time and effort. Here are just a few of the benefits of using Commission Tracker: · Streamline your commission tracking process · Save time and increase efficiency · Easily manage sales data and generate reports · Automate processes to reduce errors ## What is Commission Tracker used for? [Commission](https://www.capterra.com/commission-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 50 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $67 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Commission Tracker?[Manage this product listing](https://www.g2.com/products/commission-tracker/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Commission Tracker 4.7 (50) VS. [4.8 (1,022)](https://www.capterra.com/p/232182/Everstage/reviews/) Starting Price $67 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (50) Ease Of Use 4.8 (1,022) Value For Money 4.9 (25) Value For Money 4.6 (938) Customer Service 5.0 (50) Customer Service 4.6 (958) ## Commission Tracker alternatives [4.8 (874)](https://www.capterra.com/p/182174/CaptivateIQ/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (196)](https://www.capterra.com/p/183216/Sales-Cookie/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (123)](https://www.capterra.com/p/203718/QuotaPath/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting price $85.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about Commission Tracker Overview ### Which roles and teams benefit most from Commission Tracker? Commission Tracker is most used by owners, presidents, and other executives, along with finance, accounting, and operations teams. Leaders rely on it for visibility into commission performance and payouts, while controllers, CFOs, office managers, and administrators use it to calculate commissions accurately, streamline reconciliation, and reduce manual tracking. Answer based on 39 reviews Overview ### What company size and industries is Commission Tracker built for? Commission Tracker is for small insurance agencies with an existing CRM, with 100% of reviewers from small businesses and 81% from Insurance. It also appears in Hospital & Health Care at 12% and Financial Services at 6%, primarily for commission management and commission processing, especially commission use cases at 80%. Answer based on 42 reviews Features and Usability ### What are the key features of Commission Tracker? Commission Tracker offers commission calculations, commission management, and commission statements, plus support for flat, percentage, split, tiered, and sliding scale commissions. It also includes commission rules and overrides, reporting and analytics, activity dashboards, audit trail, access controls, accounting integration, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Commission Tracker starts at $72 per month for the Small Insurance Agency plan, which includes 1 user license. The Medium plan is $119 per month, the Large plan is $166 per month, and Commission Processing Services is $187 per month. A $120 one-time configuration fee applies, and extra agents or processing hours may add charges. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Commission Tracker offer? Commission Tracker provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning for reviewing features and setup steps. Answer based on 4 reviews Getting Started and Support ### What customer support options does Commission Tracker offer, and how do users rate the experience? Commission Tracker offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users consistently describe support as fast, available, and helpful, with many saying questions are answered within 24 hours or sooner. Reviewers also mention knowledgeable staff, direct phone access to real people, and willingness to address specific needs. Answer based on 13 reviews Ease of use ### Is Commission Tracker easy to use? Commission Tracker feels easy to use for many insurance teams once setup is complete, especially for commission imports, reporting, and daily tracking. Some users mention a learning curve at the start, occasional navigation issues, and inconsistent data entry practices, but support helps new users get comfortable faster. Answer based on 12 reviews ## Features AI summary Based on 470 Insurance reviews Not all insurance software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Commission Tracker includes **Insurance Policy Management** and **Policy Management**, so it covers two of the top features buyers look for in insurance software. However, it does not include **Payment Processing**. Instead, the product offers **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**), which still support key insurance workflows. These features help businesses keep policy records organized, monitor follow-up tasks, and prepare client pricing details, allowing teams to manage daily operations with better visibility and control. Insurance Policy Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Document Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Activity Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Commission Statements 4.7 (14) 92.86% of 14 reviewers that rated this feature as important or highly important Periodic reports with commission payout details Commission Calculator 4.8 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Tool used to determine the commission amount to be paid out to each employee Commission Rules/Conditions 4.9 (11) 90.91% of 11 reviewers that rated this feature as important or highly important Create and specify rules and conditions for commission calculations and payments Commission Tracker 57 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agency Commission: Commission that an agency charges for services provided to a customer or associate - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Calculator: Tool used to determine the commission amount to be paid out to each employee - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commission Overrides: Adjust commission payment for special circumstances and override preset commission rules/conditions - Commission Rules/Conditions: Create and specify rules and conditions for commission calculations and payments - Commission Scheduling: Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) - Commission Statements: Periodic reports with commission payout details - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Email Management: Manage, store and organize emails within the system or via third-party apps - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Flat Commissions: Set amount of commission paid out for each sale regardless of product/service value - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Percentage Commissions: Commission structure based on a percentage of the total value of product/services sold - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Sliding Scale Commissions: Commission structure calculated with a formula where total commission paid can vary inversely with the loss ratio - Split Commissions: Commission structure shared between multiple sales reps involved in a sales transaction - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Tiered Commissions: Increasing commission rates as employees surpass certain revenue targets - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (25) 4.8 Based on 25 reviews ## Pricing Value for money 4.9 (25) [View pricing plan details](https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/pricing/) Independent Agent $67.00 Flat Rate,Per Month Small Insurance Agency $72.00 Flat Rate,Per Month It includes: - Your agents will have access to their own Agent Portal to run reports. Medium Insurance Agency $119.00 Per User,Per Month It includes: - Your agents will have access to their own Agent Portal to run reports. Large Insurance Agency $166.00 Flat Rate,Per Month It includes: - Your agents will have access to their own Agent Portal to run reports. Commission Processing Services $187.00 Flat Rate,Per Month It includes: - Your agents will have access to their own Agent Portal to run reports. Value for money 4.9 (25) 4.9 Based on 25 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (50) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (50) 5.0 Based on 50 reviews ## User reviews Overall rating 4.7 Based on 50 reviews Filter by rating 5(35) 4(15) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JK jennifer K. Commissions Specialist Agent Insurance ### "Commission Tracker Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 17, 2026 Overall we have had a very positive experience with the company and the software. The latest updates have made it even easier to operate. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 23, 2026 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! MC Michael C. Insurance Agency Insurance ### "Excellent Commission Tracking" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 September 10, 2026 Been very good with help when you need it. We have used the program over 15 years. CT continually makes significant upgrades. 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. Alternatives considered [Agency Suites](https://www.capterra.com/p/67891/Agency-Suites/) Reasons for choosing Commission Tracker Better detailed commission reports and tracking options. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 14, 2026 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! ES Elea S. Executive VP Insurance ### "Great tracker" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 10, 2026 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 11, 2026 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! Gayle G. Agency Owner Insurance ### "Agency Owner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 8, 2026 We have been using Commission Tracker for years. Have never even thought of changing...it has been everything we need! 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 10, 2026 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 KB Kristen B. Managing Partner Health, Wellness and Fitness ### "More Than Commission Tracking" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 8, 2026 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 10, 2026 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 KB Kathy B. Administrator Insurance ### "Commission Tracker Round 2" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 4, 2026 I am satisfied with the quality and cost, as well as the support. Whenever I have needed assistance, it has been provided. Pros I am utilizing Commission Tracker for the second time in my insurance career. 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. This time the agency I work for is utilizing Commission Tracker's cloud-based system and I am really enjoying it. As anyone working with commissions knows, trying to get the information into the system correctly so that reports can be run and payouts can be calculated easily can be a challenge. I feel confident that Commission Tracker provides accurate information with minimal effort. I would strongly recommend it for agencies looking for a system that gets the job done easily and efficiently. Cons Opening the software on my desktop is a bit cumbersome, but certainly not a deterrent to working commissions. Switched from [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Cost and ease of use influenced our decision Alternatives considered [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Reasons for choosing Commission Tracker Cost was the biggest factor when making our decision Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 9, 2026 Hi Kathy, Thank you so much for taking the time to share your review, and welcome back to Commission Tracker! It’s wonderful to know that you’ve trusted us across two different stages of your insurance career. We’re thrilled to hear that you’re enjoying the cloud-based system and that it’s giving you total confidence in your commission calculations and reporting with minimal effort. Making complex commission tracking easy and reliable is exactly what we strive for. We also appreciate your feedback regarding desktop launching. We’re always looking for ways to streamline access and performance, so we’ll share this directly with our product team. Thank you for your continued trust and recommendation, Kathy! SD Shantel D. Accounting Insurance ### "Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2026 I like it. It's easy to learn and import. I have used other commission software and I prefer commission tracker Pros The ability to convert pdf to excel. I also appreciate being able to email agents their commission reports Cons I honestly can't think of anything I would change at the moment. It's very easy to use and user friendly. Alternatives considered [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Reasons for choosing Commission Tracker I was more comfortable with Commission Tracker and I don't have to rely on others to enter the information properly, I just do it. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 9, 2026 Hi Shantel, Thank you so much for taking the time to share your feedback! We’re thrilled to hear that Commission Tracker has been your go-to software over the past two-plus years and that you prefer us over other tools you've used in the past. It’s awesome to know that features like PDF-to-Excel conversion and direct agent report emailing are making your accounting workflow smoother and giving you total control over your data. We truly appreciate your support and look forward to continuing to serve your team! BT Ben T. President Financial Services ### "Flexible and made for Insurance brokers" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2026 Great support. Whenever we were ready to use the next level of functionality, a quick call and the support staff is very knowledgeable. It's supper customizable. Pros Best software to track renewal commission, including renewals that change overtime. Mapping to permit upload of both policy sold and commission received. Agent templates permits you to pay advisor differently for different products. Discrepency reports permits you to catch carrier mistakes. Cons More video for onboarding tutorial would be better. They have the material ans some video, but modular training would save calls to their customer service at first. Alternatives considered [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) Reasons for choosing Commission Tracker Power of the software. Ability to customize. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 9, 2026 Hi Ben, Thank you for being a Commission Tracker user for the past two+ years and for giving us a 10/10 recommendation! We're glad to hear that our discrepancy reporting, customizable agent templates, and customer support team are making a strong impact on your business. We also appreciate your feedback on adding more modular onboarding videos—we're always looking for ways to improve the setup experience, and we'll be sharing this with our team. Thanks for your partnership! RB Randa B. President Insurance ### "Worth the purchase" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 August 6, 2026 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 4, 2026 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! Marianne P. Owner Insurance ### "Time Saver with great customer service" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 3, 2026 I am pleased with the service, it has helped us be better with our commission processing and provides a level of transparency with agents we wanted but didn't have before. Pros They have a dedicated team to assist, the payment process is seamless, the cost structure is reasonable considering the amount of time and effort it was taking to manually calculate. I like the self service lookup. Answers 99% of my questions. Cons The process to get the files to them is cumbersome. Could be streamlined from any agency perspective. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 5, 2026 Thank you, Marianne — this made our week. The time savings and the agent transparency you describe are exactly what Commission Tracker is built to deliver, and I'll pass the customer-service shout-out to the team; they've earned it. Your critique is fair, and there's good news on that front: getting files to us recently got much easier. We launched a secure upload portal where you can drop statements in seconds, and you can now email statements directly into your account as well — no more cumbersome back-and-forth. Our team will reach out to get you set up; it should remove exactly the friction you described. Honest feedback like yours is how the product gets better. Thank you for being a Commission Tracker customer. [View all Reviews](https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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