Comtrack: Commission Tracking Software for Life & Health Insurance

Key Features

• Automated Data Retrieval

  Collects commission statements from over 300 carrier portals.

• Missing Renewal Detection

  Uses AI to highlight renewals that have stopped on a month-to-month basis.

• Compensation Plan Engine

  Supports the creation of custom comp plans with different rates, bonuses, and override percentages.

• Payment Reconciliation

  Cross-references submitted applications with commission data to help identify underpayments.

• Agent and Manager Portals

  Provides secure login access for team members to view their payments and overrides in real time.

• Audit Trails

  Supports record-keeping for payroll calculations.

Use Cases

• Recovering Missing Commissions

  Cross-referencing submitted applications against received payments to find unpaid sales or missing renewal commissions.

• Managing Agency Payroll

  Managing commission splits and override distributions across agents, LOAs, GAs, and MGAs.

• Carrier Data Consolidation

  Compiling commission statements from multiple insurance carriers into a single, uniform table.

• Agent Transparency

  Providing agents with a dedicated portal to track their earnings and payment history.

Integrations

• Zapier

FAQ

How does Comtrack collect commission data?

It supports four methods: auto-retrieval from carrier portals, email attachment integration, Zapier automation, and manual drag-and-drop uploads.

What is the difference between the Lite and Pro plans?

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.

Can Comtrack help find missing payments?

Yes, it can cross-reference submitted applications with commission data and use AI to detect renewals that have stopped on a monthly basis.