# Commission Tracker Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Commission Tracker the right Insurance solution for you? Explore 40 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/88991/Commission-Tracker-for-Insurance/reviews --- Commission Tracker 4.8 (40) 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 March 26th, 2026 # Reviews of Commission Tracker Ease of use 4.8 Customer Service 5.0 ## Showing most helpful reviews Showing 1-25 of 40 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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! RG Rachel G. Operations Hospital & Health Care Used the software for: 6-12 months ### "Commission Review" June 6, 2023 4.0 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 Response from Commission Tracker Software 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. 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. 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 [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[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. 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! 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. 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 Matthew S. President and CEO Insurance Used the software for: 2+ years ### "Have been using it for 15 years, very reliable and gets the job done." March 29, 2018 5.0 Saves time, makes payroll a breeze. Pros The Commission Tracker is very comprehensive in setting up producers and client accounts. it handles multiple splits easily so for clients with multiple agents it is very handy. While data entry is straightforward, when there are lots of commissions statements it will take a lot of time. They have an in-house data entry service that is very effective and when I switched over, it made it much easier to process commissions. Cons For most people it should not be a problem but the installed version runs on a Windows computer. The cloud version is a better way to run the software because there is no need to save the data locally. Review Source NH Nancy H. Used the software for: ### "Effective, helpful commission software with excellent support." August 27, 2015 5.0 We are a growing health insurance office. Commission Tracker has been very useful for managing both agent commissions and carrier payments. Commission Tracker continues to make the software more intuitive and speedy. Do take advantage of the excellent support to set up accounts, commission tables correctly and answer any start-up questions. Review Source DW Doug W. Controller Used the software for: ### "It has been a very good, reliable, easy to use software program. " August 13, 2015 4.0 This is the first commission software program that I have used. It has been very easy to learn how use this program. The customer service has been fantastic and they have gone the extra mile not only on assisting us with normal everyday questions but also customizing the program to better fit our needs. Review Source TC Thomas C. Assistant Operations Administrator Used the software for: ### "This system is the best I've used." March 20, 2009 4.0 This system is the best I've used. Pros It is very easy to use, and breaks everything into what I need. Cons I wish it didn't go back to the top when you do an adjustment. That slows me way down. Review Source BK Barry K. Used the software for: ### "Review" October 17, 2013 4.0 Great system Just wish it would do other reports and are not on the current system. Review Source JV Judie V. CFO Used the software for: ### "There isn't a better commission Tracker Software" March 10, 2016 5.0 In my opinion, Commission Tracker is THE best commission tracking software on the market, for any price and it is amazingly affordable! This will be a rather wordy review, but I can't say enough wonderful things about Commission Tracker. I found CT 3 years ago and chose it because it was within our budget and the demo looked like what we needed. Little did I know that it was not only what we needed, but it is awesome! It is easy to learn, easy to use, has a huge number of user option oriented reports that are accurate. It also does future commissions predictions. It tracks carrier commissions receivable and producer payable commissions with tremendous flexibility. You can use CT for P&C and Health and Benefits. It works great for both and it does both very well, better than other packages I have used and demoed. It also has customizable commission tables for graded commissions, PCPM and flat rate. Producer commission tables also offer quite a bit of flexibility. Commission Tracker was perfect for my needs. However, my sales staff needed an agency management system and my boss wanted it fully integrated with the accounting software. We saw demos for Vertafore and Applied Systems. Whenever I asked if they could do something that CT can do for tracking commissions, they told me, "No." So we investigated many other packages and decided on one, I don't want to offer the name because I am currently using it. My new software is great for what the sales staff needs but is tremendously lacking in the commission tracking, sales tracking and reporting side. I had much more confidence in Commission Tracker than this package or any that I have seen. I told the staff at Commission Tracker that if they ever develop up to a full blown AMS and financial package, I would return to them in a heartbeat. The support staff is extremely responsive and helpful. And the programming staff is constantly coming up with new and excellent features and enhancements. So, if you are looking for a competent, dependable, user friendly, affordable software to track your insurance sales and commission activity, COMMISSION TRACKER GETS INSURANCE LIKE NO ONE ELSE DOES!!! Review Source DL Dusty L. Independant Insurance Agent Insurance Used the software for: 2+ years ### "Couldn't function without it" October 2, 2019 5.0 Pros This software is absolutely amazing. I could not process commissions without. We were using an excel spreadsheet to track our commissions until we just got to big and it was too hard to keep up with. We have used commission tracker for maybe 8 years or so now and it has made life so much easier. It allows us to track what we are being paid and if we are missing commissions or not getting the correct amount. Also because we have multiple agents that we pay it tracks the commission splits with so much ease. Love, Love, Love this software. Cons might take a little bit of a learning curve to get used to. Wish I had done some things different from the beginning because it's too late to change them now. The way you enter info can be subjective to the person doing the entering and therefore trying to train someone else to take over is very difficult because they may not do it the same way and therefore you will end up with inconsistency. Review Source JS Janet S. Controller Insurance Used the software for: 2+ years ### "Excellent customer support (whenever I've needed it), Effective Reporting Capabilities & Easy to Use" May 7, 2018 5.0 I use it every day and it has provided me with excellent reporting capabilities to give to key decision makers, it allows me to pull data quickly for various reports I run for internal and external reporting, and through the uploading of statements the amount of time it takes to import data has decreased by over 50%. Pros I like the Customer Support, the ease of uploading statements and the reports that are available that I can provide to decision makers and producers. Cons I'd love to be able to more easily manipulate the excel downloads of the reports. I'd like to be able to run Pivots with them more easily. Review Source RV Ralph V. president Used the software for: 1-2 years ### "Great program, saves so much time and prevent mistakes" March 30, 2018 5.0 Pros Easy to use once the data is incorporated into the system. Execl spreadsheet quickly import to the system. The reporting section is outstanding and very useful to the agent and management. Tremendous time saver reducing a week of manual data input of Excel to just a few minutes. Exceptional service by a local tech support, not somebody in India. Cons The requirement to make sure the excel spreadsheet exactly meets the import requirements. The length of some of the data fields is restrictive. The program doesn't include a balancing mechanism rechecking the commission splits with the gross commission. Review Source KH Kyle H. Account Executive Insurance Used the software for: 6-12 months ### "Commission Tracker Review" December 7, 2023 5.0 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 Response from Commission Tracker Software 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. KS Kim S. Accountant Used the software for: ### "Commission Tracker was an easy fix to our tracking problem." March 20, 2009 4.0 Commission Tracker was an easy fix to our tracking problem. The program has worked well with us over the past 6 years and we are eager to work with our newly updated version, 4.0. We had been running 3.0 all this time and are very happy to see the enhancements in 4.0 and look forward to the release of 5.0. Pros Commission Tracker is user friendly and easy to learn. The training process for new users has been made simpler by the ease of use of the system. The reports in Commission Tracker give the user alot of flexibility. A big pro for us has been the ability to have reports customized for us. This has made it possible for us to maximize our return on the product. Cons One con that comes to mind is that we, as a Commission Tracker user, would love to have access to the network of other CT users. I would love to see a user's group meeting or a place that we as users can talk with other users and pick up on all the parts of the system that we might not be using but should be and just aren't because we don't realize what it does or what it can do for us. Review Source MH Matthew H. VP Hospital & Health Care Used the software for: 1-2 years ### "CT Review " February 12, 2024 5.0 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 Response from Commission Tracker Software 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. DM Dena M. Finance & Marketing Analyst Used the software for: ### "Efficient, easy to learn and train employees to use." April 13, 2009 4.0 Efficient, easy to learn and train employees to use, and an accessible interface that minimizes errors in data entry. Quick, friendly, and very capabable customer service. Pros CT efficiently tracks our commissions and provides easily accessible key data for commission payments. Customer support is superlative -- fast, responsive, and gets us on back on track when we have a questions. It is a bug-free product that easily updates and requires little time to manage. Cons My only aspiration is for the program to have more reporting features and user modified options (e.g., what is displayed). It would be great to have the ability to add/delete fields and customize reports. I would like the ability to do more in-program analysis, rather than have to export to Excel, etc. and clean up all of the data so I can sort, etc. on my own. Review Source DS Donna S. Office Manager Used the software for: ### "A TRUE LIFESAVER!" August 4, 2015 5.0 Before using commission tracker, it would take me a week or more to process commissions for my company, now it takes me 1-2 days maximum and our company had tripled in business since we started using this system. I was not able to import statements or anything like that BEFORE I found commission tracker. This is a world class organization. I have dealt personally with Karla and Shane on numerous occasions and they answer my questions, issues and/or problems immediately or as soon as they can. I would NEVER use anyone else. The programs are updated and upgraded frequently and the customer service is unsurpassed in this industry or any other. I am have been 100% satisfied with this company and have been for the past 4 years. Review Source C&SF Carol & Steve F. President/CEO Used the software for: ### "Incredible system" December 7, 2011 5.0 GREAT PRODUCT, DEFINITELY A MUST Pros What an incredible system! At such an affordable price. Can't believe we no longer have to do date entry for our commissions, which used to take us hours and hours. Being able to forecast our future commissions with a touch of a button along with all kinds of different reports makes the commission tracker a must for insurance agents/brokers. Customer service was simply excellent, Shane goes above and beyond. Thank you so much Shane. Cons Wish version 6 was out sooner, like 5 years ago! Review Source 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 Talk to a Capterra advisor for free and get results within 15 minutes.