How Do You Keep Track of Your Commissions?

[Glen Shelton]

Just wondering what everyone uses to track how much money they're making on deals and how many of their policies are staying in force. Excel?

Most CRMs don't track recurring revenue and the ones that say they can likely don't have an automatic way of tracking it.

What do you use and what does it look like?

I actually just wrote about CRMs for my blog ...

TOP 10 CRMS FOR INSURANCE AGENTS

I believe Radius Bob can track reoccurring revenue and its all automated.

I am also very excited to be beta testing an application for life/health agents this month. It is suppose to be packed with features:

- Comission Tracker
- CRM
- Quote Engine
- Tax Tracking
- Map Router
- Lead Capture w/ OCR

I will definitely return & report after taking this software for a test drive!

 

[Bod]

I actually just wrote about CRMs for my blog ...
[/B]

I believe Radius Bob can track reoccurring revenue and its all automated.

I am also very excited to be beta testing an application for life/health agents this month. It is suppose to be packed with features:

- Comission Tracker
- CRM
- Quote Engine
- Tax Tracking
- Map Router
- Lead Capture w/ OCR

I will definitely return & report after taking this software for a test drive!

I'm more interested in non-CRM tracking solutions since I already have a CRM in mind. No clue what exists. Whatever you're beta testing sounds cool if it works well...sounds like a lot to get right.