Total Commission Control
for Life & Health Agents
Stop losing track of your commissions. ComTrack gives insurance agents complete visibility and control over their earnings with automated tracking and powerful analytics.
“It's really good.”
George KalogeropoulosCEO, HealthSherpa
Trusted by leading insurance agencies
Repetitive data processes can be,
and should be, automated.
This means no more manually:
Wasting hours on tedious data entry and calculations.
Mapping statements
Automatically parse and categorize commission statements
Retrieving statements
Automatically retrieve statements from carrier portals in one-click or on a schedule
Combining carrier data
Seamlessly integrate data from multiple insurance carriers
Looking for missing renewals
AI-powered detection of missing renewal commissions
Calculating agent & override payroll
Instant payroll calculations with full audit trails
Calculating KPIs
Real-time performance metrics and analytics
Data In
ComTrack seamlessly connects with 300+ Life & Health carriers to automatically compile your commission data
The 4 Methods of Data In
Automated Statement Retrieval
Auto-retrieve statements from the carrier portals
Email Attachment Integration
Forward commission statements to your dedicated ComTrack email address
Zapier
Connect ComTrack to 5,000+ apps through Zapier automation
Manual Drag & Drop
Simply drag and drop files directly into the ComTrack interface
Choose the method that works best for your workflow – or use them all
Never lose track of what you’re owed
ComTrack helps you identify and recover missing commissions with comprehensive tracking and reconciliation tools
Reference
“I wrote the app, did I get paid?”
Cross-reference your submitted apps with commission data to ensure every sale resulted in you getting paid
Reconcile
“Was I underpaid on any clients?”
Compare expected commission amounts with actual payments to identify discrepancies and underpayments
Missing Renewals
“Which clients silently fell off on a monthly basis?”
See clients who have fallen off the books on a month-by-month basis. These ones are sneaky, they don’t trigger a chargeback.
CRM Integrations
Automate commission splits
across your entire team
Create Comp Plans, assign them to agents and managers, then fine-tune with custom rules for perfect commission distribution
Create Comp Plans
Design flexible Comp Plans with different commission rates, bonuses, and override percentages
- New Business vs Renewals
- $ Amount vs % Percentage based
- Chargeback accounting
Assign to Team
Assign Comp Plans to agents, LOAs, downlines, GAs, MGAs, and any other payees in your hierarchy.
- Agent assignments
- Manager hierarchies
- GA/MGA overrides
Fine-tune with Rules
Use If/Then Rules to handle complex scenarios and edge cases for precise commission calculations
- AOR reassignments
- Agent splits
- Automated adjustments
Instant access to
pay and overrides
Give your agents and managers secure login access to view their commission payments and override earnings in real-time
Agent Portals
Agents can instantly view their commission payments, pending amounts, and payment history
Manager Dashboards
Managers see their override earnings, team performance, and hierarchical commission breakdowns
Portal Benefits
- Reduce inquiries by 80%
- Increase team transparency
- Boost agent satisfaction
- Real-time commission visibility
See Portals in Action
Experience how your agents and managers will interact with their commission data
