Looking for an MGA Commission Tracker

[FirstSierra]

Does anyone have a recommendation for a commission tracker?
Needs:
overrides
override splits
commission splits
advance commission
flat dollar
percentage of premium
payments when commission received even if prior to policy effective date
and most importantly - importing commission statements

Reporting:
Checks payable to agents, managers, agencies (obviously)
reports of expected but unpaid commissions

For group medical, individual medical, medicare supplement, medicare advantage, final expense, life, ltc, DI, etc.

Advisor's Assistant cannot handle it.

Looking for alternatives.

Thanks.

Rob

 

[karlalong]

I would like to introduce myself, I'm Karla Long and I am here to assist you
in learning all there is to know about Commission Tracker.

I would like to set a time that we can get together on-line, about 30-40minutes,
and give you a live demonstration, also answer any questions you may have. Our software works
well for the single agent as well as multiple agents.

Commission Tracker was specifically designed for insurance agencies that sell group and individual benefits. CT is focused on managing the commissions paid to your agency by the carrier, as well as, the commissions owed to your producers.
But it also does so much more...

Many small-to-midsize agencies begin by trying to track thesecommissions with Excel spreadsheets but soon find themselves overwhelmed andunable to easily produce the reports they need. Commission Tracker offers anaffordable way to measure your business.



Karla Long

Sales Manager

(619) 819-6755 x 400

Office Hours 9:00am to5:00 pm PST

CommissionTracker Manages the Data...
So You Can Manage the Business