# Commission Tracker Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Commission Tracker Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance --- # Commission Tracker Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/) Overall rating Based on 40 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $67 Flat Rate, Per Month Free trial not available 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... ## Commission Tracker alternatives Highest Rated [4.9 (44)](https://www.capterra.com/p/178138/Commissionly/reviews/) Starting price $33.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (956)](https://www.capterra.com/p/232182/Everstage/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (873)](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 (182)](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 ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Commission Statements 4.9 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Periodic reports with commission payout details Commission Rules/Conditions 4.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create and specify rules and conditions for commission calculations and payments Percentage Commissions 4.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Commission structure based on a percentage of the total value of product/services sold Commission Calculator 4.8 (5) 80.00% of 5 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 Scheduling 4.8 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) Reporting/Analytics 4.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Commission Tracker 57 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Commission that an agency charges for services provided to a customer or associate Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Calculate employees' commissions based on certain rules Tool used to determine the commission amount to be paid out to each employee Tracking, calculating, and paying commissions and earnings to employees Adjust commission payment for special circumstances and override preset commission rules/conditions Create and specify rules and conditions for commission calculations and payments Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) Periodic reports with commission payout details Manages compensation such as salary, bonus, and benefits processes, aligning with policies Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Manage, store and organize emails within the system or via third-party apps Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Set amount of commission paid out for each sale regardless of product/service value Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Create, administer and manage insurance policies for various customers and insurance lines Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Commission structure based on a percentage of the total value of product/services sold A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Commission structure calculated with a formula where total commission paid can vary inversely with the loss ratio Commission structure shared between multiple sales reps involved in a sales transaction Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Increasing commission rates as employees surpass certain revenue targets Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.9 (15) 4.9 Based on 15 reviews ## Pricing Value for money 4.9 (15) [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 (15) 4.9 Based on 15 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 (40) 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 (40) 5.0 Based on 40 reviews ## User reviews Overall rating 4.8 Based on 40 reviews Filter by rating 5(30) 4(10) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SA Steven A. President Insurance ### "Game Changer" 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 February 3, 2026 Commission Tracker is a very helpful personalized service. They have great, fast, and complete customer support. Pros Commission Tracker saves me hours every month figuring commissions and is a great value, and easy to use. Cons It would be great if we could get training on how to maximize use of the platform especially in the reports section. Alternatives considered [Pathway Insurance Software](https://www.capterra.com/p/217038/Pathway/) Reasons for choosing Commission Tracker Value and presentation of product at demonstration. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 12, 2026 Hi Steven, Thank you so much for the 10/10 recommendation! We are thrilled to hear that Commission Tracker is saving you hours every month and providing the value you need to run your business efficiently. It’s great to see that our customer support team has met your expectations, as we pride ourselves on providing that personalized service you mentioned. Regarding your comment on maximizing the reports section: we would love to help! We offer personalized training sessions to ensure our users are getting the most out of every feature. I will have your account manager reach out to you directly to schedule a deep-dive into reporting, or you can contact our support team at any time to get that started. Thanks for being a part of the Commission Tracker community! EB Eric B. Owner Insurance ### "AMAZING work. Thanks" 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 January 13, 2026 I've loved working with these guys! they respond quickly, attentively, and are accurate with our information. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 14, 2026 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! Lissa C. VP Insurance ### "Thank God for this company. " 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 December 5, 2025 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 9, 2025 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! BT Ben T. President Financial Services ### "Competitive Edge" 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 9/10 August 14, 2024 With \[sensitive content hidden\] to support you, your in good hands Pros Versatility and specialize for the insurance industry Cons Complex to set up. So many options. Be nice to have video training. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) After 1,000 sales in Excel, the matrix slowed down to a crawl Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 21, 2024 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. MH Matthew H. VP Hospital & Health Care ### "CT Review " 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 February 12, 2024 Pros Easy of use and tracking of new and renewed policies Cons A little limited on the reports we can obtain by term. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 13, 2024 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. KH Kyle H. Account Executive Insurance ### "Commission Tracker Review" 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 December 7, 2023 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 13, 2023 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. KW Kate W. Director of Administration Insurance ### "Commission Tracker is a Necessity!" 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 June 14, 2023 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 12, 2023 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. RG Rachel G. Operations Hospital & Health Care ### "Commission 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 8/10 June 6, 2023 Better system for commission purposes Pros Tisha is an awesome asset and very helpful! Cons Nothing to report. I have had pleasant experiences. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor July 12, 2023 We sincerely appreciate the opportunity to contribute to the growth and prosperity of your company, and we remain dedicated to providing unmatched assistance. Thank you for choosing Commission Tracker as your trusted partner. We genuinely value our ongoing partnership and eagerly anticipate serving you in the future. AH Andy H. Senior Partner Insurance ### "What did I do before Commission Tracker?" 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 May 24, 2023 I don't know what I would do with them. I don't want to know what I would have to do without them. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 6, 2023 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. MA Michelle A. Office Manager Insurance ### "Great Product - Fantastic Team" 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 November 11, 2022 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. 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. Alternatives considered [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reasons for choosing Commission Tracker It was easy to use, more suited to insurance commissions, and offered a way to enter every policy detail I needed only once. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 15, 2022 Thank you for your Support! We are glad Commission Tracker has aided you in so many ways. [View all Reviews](https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/reviews/) Popular comparisons [Everstage vs Commission Tracker](https://www.capterra.com/compare/88991-232182/Commission-Tracker-for-Insurance-vs-Everstage) [Qobra vs Commission Tracker](https://www.capterra.com/compare/88991-250083/Commission-Tracker-for-Insurance-vs-Qobra)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)