Hello everyone! I am trying to find software that I can track my personal production, renewals, and sub-agent overrides. I've been tracking this manually through my Quicken software, but it's becoming unmanageable. I've tried GBS out of Colorado, but they are impossible to deal with. Does anyone have a system that works well, is user friendly, and has friendly customer support?
I need commission tracking software
- Thread starter dr954
- Start date
- 238
Most agency managers have tracking if you need to pay sub agents, etc.
If you are a single producer, cant you write something up in Excel?
If you are a single producer, cant you write something up in Excel?
- 14,808
- Thread starter
- #4
I-Relay looks great, but from my understanding, there is no commission tracking feature.
- 14,808
Here's the tracking
- Thread starter
- #6
I-Relay looks great and all.. however I still do not see anything there to track individual production(meaning the exact dollar amount I will be paid for as earned policies or advanced policies, the specific amounts I will be paid for over-rides, and the specific amounts that are due for renewals. I might be wrong, but maybe you misunderstood what I'm trying to find. Let me know if you find anything remotely close, that is easy to use. Thanks!
- Thread starter
- #8
Hey I downloaded Your Insurance Office. It does not offer advanced commission tracking features. It is nice looking, and seems to be user friendly though for a basic crm.
- 11,280
YIO will show you what your 1st year commission is. If the renewal commission is a different percentage then it will not show the renewal.
- 238
What is the makeup of your agency? What lines do you sell? How many producers are you tracking for? What are your trying to accomplish with this software? Projecting Income, tracking real vs. anticipated commission?(Persistency)
Give us some info and we may be able to help.
Give us some info and we may be able to help.
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