Commissions Log

foxmarble

Super Genius
100+ Post Club
146
Arizona
I wanted to start a new thread to see what independent or captive agents are using to track multiple lines of commissions from different products and carriers? I have had to hire a custom programmer to build me a commissions tracking program so that I can forecast each months commissions after advances, as earned, charge backs and adjusting renewal rates.

Almost everyone I have talked to so far is using some form of excel spreadsheet but everyone agrees that it is very limited in forecasting.

As an independent Health, life and annuity agent Im wondering what everyone else out there is using?

Thanks for the feedback guys!
 
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I wanted to start a new thread to see what independent or captive agents are using to track multiple lines of commissions from different products and carriers? I have had to hire a custom programmer to build me a commissions tracking program so that I can forecast each months commissions after advances, as earned, charge backs and adjusting renewal rates.

Almost everyone I have talked to so far is using some form of excel spreadsheet but everyone agrees that it is very limited in forecasting.

As an independent Health, life and annuity agent Im wondering what everyone else out there is using?

Thanks for the feedback guys!

Commission Tracker Software

for personal sales/small team it's the best I've found outside of excel. You can download 30 day trial for no cost/credit card info to check it out and see if it works for you. I wish it did some more functions but it gets the job done.
 
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