Insurance Junkie
Expert
- 35
I am a new independent agent owner and have 6 producers and one CSR. We are 90% personal lines and I am running into a commission tracking issue.
I pay 60% new business and 40% renewal or 40% new 30% renewal if I give you the referral.
My issue is I don't want to have to comb through the commission statements from the companies at the end of each month for payroll. I have to ask each producer to highlight where their business came from to determine the commission tier. It has become very tedious and we aren't even a year old yet, therefore, everything is still considered new business.
I do have QQ Evolution as my agency management system, however, it seems a little dinosaur regarding tracking these items. I guess I am looking for advice if there is a better management system that will help me.
Thanks in advance.