Comtrack: Commission Tracking Software for Life & Health Insurance
Comtrack helps insurance agencies and agents track commissions and identify missing payments. It is designed for teams that need to manage commission splits and agent hierarchies.
At a glance
- Category
- Sales
- Best for
- Life & Health insurance agents, Insurance agency owners, Insurance GA and MGA managers
- Pricing
- Plans start at $69/month for Lite and $256/month for Pro, plus $1 per statement retrieved. A 7-day free trial is available.
- Key use cases
- Recovering Missing Commissions, Managing Agency Payroll, Carrier Data Consolidation, Agent Transparency
- Integrations
- Zapier
- Official website
- comtrack.io
Comtrack is a commission tracking tool for Life & Health insurance professionals. It connects with over 300 carriers to collect commission data through automated portal retrieval, email attachments, Zapier, or manual uploads.
The software is designed for individual agents and agency owners managing downlines. It supports digital workflows by parsing statements and organizing them into uniform tables.
Buyers can use the tool to cross-reference submitted applications with actual payments to identify underpayments or missing renewals. It also supports the creation of custom compensation plans with rules for bonuses and overrides.
Buyers should confirm if their specific carriers are among the supported list and whether the per-statement retrieval fee fits their budget.
Key Features
Collects commission statements from over 300 carrier portals.
Uses AI to highlight renewals that have stopped on a month-to-month basis.
Supports the creation of custom comp plans with different rates, bonuses, and override percentages.
Cross-references submitted applications with commission data to help identify underpayments.
Provides secure login access for team members to view their payments and overrides in real time.
Supports record-keeping for payroll calculations.
Use Cases
Cross-referencing submitted applications against received payments to find unpaid sales or missing renewal commissions.
Managing commission splits and override distributions across agents, LOAs, GAs, and MGAs.
Compiling commission statements from multiple insurance carriers into a single, uniform table.
Providing agents with a dedicated portal to track their earnings and payment history.
Best For
Integrations
Pricing
Plans start at $69/month for Lite and $256/month for Pro, plus $1 per statement retrieved. A 7-day free trial is available.
FAQ
It supports four methods: auto-retrieval from carrier portals, email attachment integration, Zapier automation, and manual drag-and-drop uploads.
The Lite plan is for individual agents, while the Pro plan includes features for agencies, such as LOA compensation, override splits, and Agent & Manager portals.
Yes, it can cross-reference submitted applications with commission data and use AI to detect renewals that have stopped on a monthly basis.
Source category: Sales
Source subcategory: Sales Enablement
