Agent
- Mapping engine
- Monthly reporting
- Missing Renewals
- Reconcile
- Reference
- Dashboard
Agency
- Everything in Agent
- Agent Comp Plans
- Upline Splits
- Advanced dashboard
- Generate branded reports
- Bulk distribute reports
- White-glove onboarding
- Premium support
Agent
- Mapping engine
- Monthly reporting
- Missing Renewals
- Reconcile
- Reference
- Dashboard
Agency
- Everything in Agent
- Agent Comp Plans
- Upline Splits
- Advanced dashboard
- Generate branded reports
- Bulk distribute reports
- White-glove onboarding
- Premium support
Full Service
Add-on to Agent or Agency
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Retrieve – We automatically pull your commission statements from carrier portals.
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Reconcile – We check for underpaid commissions.
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Reference – We flag submitted apps you never got paid on.
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Run Payroll (Agencies) – We handle payroll based on your unique rules and agreements.
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Distribute Reports (Agencies) – We send reports to your agents and uplines.
Feature | Agent | Agency | Explanation |
Mapping engine | ✅ | ✅ | Analyze all of your carrier statements and compile them into a uniform sheet called “All Time”. List of supported carriers is here. |
Monthly reports | ✅ | ✅ | View activity by month |
Missing Renewal checker | ✅ | ✅ | Cross reference the renewals from the month prior, compare them to the current month, and list the renewals that are missing. |
True-up tracker | coming soon | coming soon | Track if you’ve been paid the 2nd commission on clients that are New To Medicare Advantage, also known as a “True-Up”. |
Dashboard | ✅ | ✅ | In-depth commission dashboard. Filter by carrier, agent, upline, time period, activity, and more. |
Forecast future commissions | coming soon | coming soon | |
Reference | ✅ | ✅ | Cross reference applications with commissions. See if you didn’t get paid on any applications. |
Reconcile | ✅ | ✅ | Tell ComTrack what you’re supposed to be paid from each carrier and it’ll find any discrepancies. |
Custom Comp Plan for agents | ✅ | Pay your agents based on a percentage or fixed amount. Differentiate between Advance, Renewal, Chargeback, and HRA/bonus. | |
Upline Splits | ✅ | Are you an FMO that gets paid by the carrier, and is responsible for distributing street comp to the writing agent and/or overrides to the GAs, MGAs, and SGAs? Our Upline Splits feature does exactly that! | |
Carrier-specific Comp Plans & Upline Splits | ✅ | Customize the Comp Plan and Upline Split on a per-carrier basis. UHC might pay you differently than Humana does. | |
Generate commission reports | ✅ | Generate a report for every agent, or upline, in your agency with one click! | |
Branded reports | ✅ | Use your agency’s logo on reports. | |
Distribute reports | ✅ | Distribute reports to all agents and uplines in one click. | |
API | ✅ | ✅ | Send data using webhooks. |
Email support | ✅ | ✅ | Support page is here. |