--- title: "Commission Tracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Commission Tracker the right Insurance solution for you? Explore 50 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/reviews/" page_type: "reviews" language: "en" --- Commission Tracker 4.7 (50) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 30th, 2026 # Reviews of Commission Tracker Ease of use 4.7 Customer Service 5.0 ## Pros and Cons in Reviews BT Ben T PresidentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Great support. Whenever we were ready to use the next level of functionality, a quick call and the support staff is very knowledgeable.“ September 3, 2026 Marianne P OwnerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The process to get the files to them is cumbersome. “ August 3, 2026 KB Kathy B AdministratorInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “I am satisfied with the quality and cost, as well as the support. Whenever I have needed assistance, it has been provided.“ September 4, 2026 ## Showing most helpful reviews Showing 1-25 of 50 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Gayle G. Agency Owner Insurance Used the software for: 2+ years ### "Agency Owner" September 8, 2026 5.0 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 Response from Commission Tracker Software 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 Kathy B. Administrator Insurance Used the software for: 2+ years ### "Commission Tracker Round 2" September 4, 2026 5.0 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. Alternatives considered [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Reason for choosing Commission Tracker Cost was the biggest factor when making our decision Switched from [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Cost and ease of use influenced our decision Review Source Response from Commission Tracker Software 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! MC Michael C. Insurance Agency Insurance Used the software for: 2+ years ### "Excellent Commission Tracking" September 10, 2026 5.0 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/) Reason for choosing Commission Tracker Better detailed commission reports and tracking options. Review Source Response from Commission Tracker Software 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! SD Shantel D. Accounting Insurance Used the software for: 2+ years ### "Great Product" September 3, 2026 5.0 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/) Reason 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 Response from Commission Tracker Software 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! KB Kristen B. Managing Partner Health, Wellness and Fitness Used the software for: 2+ years ### "More Than Commission Tracking" September 8, 2026 4.0 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 Response from Commission Tracker Software 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 BT Ben T. President Financial Services Used the software for: 2+ years ### "Flexible and made for Insurance brokers" September 3, 2026 5.0 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/) Reason for choosing Commission Tracker Power of the software. Ability to customize. Review Source Response from Commission Tracker Software 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! jK jennifer K. Commissions Specialist Agent Insurance Used the software for: 2+ years ### "Commission Tracker Review" September 17, 2026 4.0 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 Response from Commission Tracker Software 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! Marianne P. Owner Insurance Used the software for: 1-2 years ### "Time Saver with great customer service" August 3, 2026 4.0 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 Response from Commission Tracker Software 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. ES Elea S. Executive VP Insurance Used the software for: 2+ years ### "Great tracker" September 10, 2026 4.0 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 Response from Commission Tracker Software 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! RB Randa B. President Insurance Used the software for: Less than 6 months ### "Worth the purchase" August 6, 2026 4.0 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 Response from Commission Tracker Software 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! DL Dave L. CEO Used the software for: ### "Unquestionably the best!" April 11, 2016 5.0 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. Review Source TM Tatia M. VP - Finance & Operations Used the software for: ### "Commission Tracker is a definite asset to our business" November 3, 2012 5.0 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. Pros Easy to use, great importing feature. Cons None to report. Review Source BI Blake I. President Used the software for: ### "A terrific value for our agency!" October 21, 2013 5.0 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! Review Source JB Jeffrey B. Presiden Used the software for: ### "Commission Tracker is perfect for our office" September 5, 2013 5.0 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. Review Source NV Noah V. Account Manager Used the software for: ### "Fantastic Customer Service" August 4, 2015 5.0 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. Review Source CA Cindy A. Finance Manager Used the software for: ### "Would recommend buying. Great program for tracking commissions." March 24, 2009 4.0 Would recommend buying. Great program for tracking commissions. Pros all agents, carriers, clients, policies cross-referenced - simplified program that is easy to use willing to do custom reporting if needed Cons minor Review Source DG Dusty G. Administrative Assistant Used the software for: ### "Saves so much time" August 26, 2015 4.0 Uploading commission statements directly into Commission Tracker has been a real time saver. It is easy to use and insures accuracy. Review Source Lissa C. VP Insurance Used the software for: 1-2 years ### "Thank God for this company. " December 5, 2025 5.0 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 Response from Commission Tracker Software 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! SA Steven A. President Insurance Used the software for: 6-12 months ### "Game Changer" February 3, 2026 5.0 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/) Reason for choosing Commission Tracker Value and presentation of product at demonstration. Review Source Response from Commission Tracker Software 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 Used the software for: 6-12 months ### "AMAZING work. Thanks" January 13, 2026 5.0 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 Response from Commission Tracker Software 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! MA Michelle A. Office Manager Insurance Used the software for: 2+ years ### "Great Product - Fantastic Team" November 11, 2022 5.0 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 [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason 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 Response from Commission Tracker Software November 15, 2022 Thank you for your Support! We are glad Commission Tracker has aided you in so many ways. AH Andy H. Senior Partner Insurance Used the software for: 2+ years ### "What did I do before Commission Tracker?" May 24, 2023 5.0 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 Response from Commission Tracker Software 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. BT Ben T. President Financial Services Used the software for: 2+ years ### "Competitive Edge" August 14, 2024 5.0 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 Response from Commission Tracker Software 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. KW Kate W. Director of Administration Insurance Used the software for: 2+ years ### "Commission Tracker is a Necessity!" June 14, 2023 5.0 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 Response from Commission Tracker Software 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. DL Diana L. Controller Insurance Used the software for: 2+ years ### "Allows you to manage your book of business with a positive financial impact!" April 3, 2018 5.0 Confidence that you are managing your revenue! 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.