Revenue Management

Commission Tracking

Automatically import and reconcile commissions from 50+ carriers. Never miss a payment with detailed commission statements and projections.

This Month's Commissions

Updated today

$12,847.50

Blue Cross$4,250

Aetna$3,120

UnitedHealth$5,477

Track Every Dollar

Comprehensive commission management designed for insurance professionals.

Import commission statements from 50+ carriers automatically or upload manually.

Calculate expected commissions based on policy premiums and carrier schedules.

Project future commissions based on renewals and new business pipeline.

Match payments to policies and identify discrepancies automatically.

Visualize your revenue by carrier, product type, or time period.

Get notified when commissions are received or when expected payments are late.

Import from 50+ carriers automatically

Track first-year and renewal commissions separately

Reconcile payments against expected amounts

Export for tax preparation

Split commissions for downline agents

Historical commission reports

"I used to spend hours each month reconciling commission statements. Now it takes minutes. Insurance CRM has saved me over 10 hours monthly."