--- description: Review of Commission Tracker Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Commission Tracker | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Insurance Software](/directory/4506/insurance/software) > [Commission Tracker](/software/97169/commission-tracker) # Commission Tracker Canonical: https://www.softwareadvice.co.uk/software/97169/commission-tracker Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/97169/commission-tracker?page=2) > Commission Tracker is an on-premise and cloud-based solution that enables insurance agencies to manage policies and calculate agents' commissions. Administrators can sort existing policies based on agents, carriers or clients and utilize the search functionality to retrieve specific policy details from the database. Commission Tracker allows businesses to create new policies with information such as policy number, status, renewal date, client name, billing type and more. Managers can update the status of payments as open, partial, closed or orphan and view billing summaries with individual payment/chargeback details. Additionally, it lets users import data on the platform and generate reports on agent commissions, accounts receivable, payment discrepancy or policy status. The product is available on monthly subscriptions and on a one-time license basis. Support is extended via documentation, email, phone and other online measures. > > Verdict: Rated **4.8/5** by 40 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 40 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.9/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Commission Tracker Software - **Founded**: 1995 ## Commercial Context - **Starting Price**: US$67.00 - **Pricing model**: Flat Rate - **Pricing Details**: Cloud Subscription Option - $67/Month, Additional Licenses are only $47/Month - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - Agency Commission - Alerts/Notifications - Audit Management - Audit Trail - Client Management - Client Portal - Commission Calculations - Commission Calculator - Commission Management - Commission Overrides - Commission Rules/Conditions - Commission Scheduling - Commission Statements - Compensation Management - Contact Database - Contact Management ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software) ## Related Categories - [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software) - [Commission Software](https://www.softwareadvice.co.uk/directory/4589/commission/software) ## Alternatives 1. [Everstage](https://www.softwareadvice.co.uk/software/264626/everstage) — 4.8/5 (955 reviews) 2. [Qobra](https://www.softwareadvice.co.uk/software/349246/qobra) — 4.9/5 (437 reviews) 3. [CaptivateIQ](https://www.softwareadvice.co.uk/software/344116/captivateiq) — 4.8/5 (873 reviews) 4. [Sales Cookie](https://www.softwareadvice.co.uk/software/147415/sales-cookie) — 4.7/5 (182 reviews) 5. [QuotaPath](https://www.softwareadvice.co.uk/software/247095/quotapath) — 4.5/5 (123 reviews) ## Reviews ### "There isn't a better commission Tracker Software" — 5.0/5 > **Judie** | *10 March 2016* > > In my opinion, Commission Tracker is THE best commission tracking software on the market, for any price and it is amazingly affordable\! This will be a rather wordy review, but I can't say enough wonderful things about Commission Tracker. I found CT 3 years ago and chose it because it was within our budget and the demo looked like what we needed. Little did I know that it was not only what we needed, but it is awesome\! It is easy to learn, easy to use, has a huge number of user option oriented reports that are accurate. It also does future commissions predictions. It tracks carrier commissions receivable and producer payable commissions with tremendous flexibility. You can use CT for P\&C and Health and Benefits. It works great for both and it does both very well, better than other packages I have used and demoed. It also has customizable commission tables for graded commissions, PCPM and flat rate. Producer commission tables also offer quite a bit of flexibility. Commission Tracker was perfect for my needs. However, my sales staff needed an agency management system and my boss wanted it fully integrated with the accounting software. We saw demos for Vertafore and Applied Systems. Whenever I asked if they could do something that CT can do for tracking commissions, they told me, "No." So we investigated many other packages and decided on one, I don't want to offer the name because I am currently using it. My new software is great for what the sales staff needs but is tremendously lacking in the commission tracking, sales tracking and reporting side. I had much more confidence in Commission Tracker than this package or any that I have seen. I told the staff at Commission Tracker that if they ever develop up to a full blown AMS and financial package, I would return to them in a heartbeat. The support staff is extremely responsive and helpful. And the programming staff is constantly coming up with new and excellent features and enhancements. So, if you are looking for a competent, dependable, user friendly, affordable software to track your insurance sales and commission activity, COMMISSION TRACKER GETS INSURANCE LIKE NO ONE ELSE DOES\!\!\! ----- ### "Couldn't function without it" — 5.0/5 > **Dusty** | *2 October 2019* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: This software is absolutely amazing. I could not process commissions without. We were using an excel spreadsheet to track our commissions until we just got to big and it was too hard to keep up with. We have used commission tracker for maybe 8 years or so now and it has made life so much easier. It allows us to track what we are being paid and if we are missing commissions or not getting the correct amount. Also because we have multiple agents that we pay it tracks the commission splits with so much ease. Love, Love, Love this software. > > **Cons**: might take a little bit of a learning curve to get used to. Wish I had done some things different from the beginning because it's too late to change them now. The way you enter info can be subjective to the person doing the entering and therefore trying to train someone else to take over is very difficult because they may not do it the same way and therefore you will end up with inconsistency. ----- ### "Commission Tracker was an easy fix to our tracking problem." — 4.0/5 > **Kim** | *20 March 2009* > > **Pros**: Commission Tracker is user friendly and easy to learn. The training process for new users has been made simpler by the ease of use of the system. The reports in Commission Tracker give the user alot of flexibility. A big pro for us has been the ability to have reports customized for us. This has made it possible for us to maximize our return on the product. > > **Cons**: One con that comes to mind is that we, as a Commission Tracker user, would love to have access to the network of other CT users. I would love to see a user's group meeting or a place that we as users can talk with other users and pick up on all the parts of the system that we might not be using but should be and just aren't because we don't realize what it does or what it can do for us. > > Commission Tracker was an easy fix to our tracking problem. The program has worked well with us over the past 6 years and we are eager to work with our newly updated version, 4.0. We had been running 3.0 all this time and are very happy to see the enhancements in 4.0 and look forward to the release of 5.0. ----- ### "Excellent customer support (whenever I've needed it), Effective Reporting Capabilities & Easy to Use" — 5.0/5 > **Janet** | *7 May 2018* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I like the Customer Support, the ease of uploading statements and the reports that are available that I can provide to decision makers and producers. > > **Cons**: I'd love to be able to more easily manipulate the excel downloads of the reports. I'd like to be able to run Pivots with them more easily. > > I use it every day and it has provided me with excellent reporting capabilities to give to key decision makers, it allows me to pull data quickly for various reports I run for internal and external reporting, and through the uploading of statements the amount of time it takes to import data has decreased by over 50%. ----- ### "Great program, saves so much time and prevent mistakes" — 5.0/5 > **Ralph** | *30 March 2018* | Recommendation rating: 10.0/10 > > **Pros**: Easy to use once the data is incorporated into the system. Execl spreadsheet quickly import to the system. The reporting section is outstanding and very useful to the agent and management. Tremendous time saver reducing a week of manual data input of Excel to just a few minutes. Exceptional service by a local tech support, not somebody in India. > > **Cons**: The requirement to make sure the excel spreadsheet exactly meets the import requirements. The length of some of the data fields is restrictive. The program doesn't include a balancing mechanism rechecking the commission splits with the gross commission. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/97169/commission-tracker?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/97169/commission-tracker) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data