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Feature Agent Agency Explanation
Mapping engine ✅ ✅ Analyze all of your carrier statements and compile them into a uniform sheet called “All Time”. List of supported carriers is here.
Monthly reports ✅ ✅ View activity by month
Missing Renewal checker ✅ ✅ Cross reference the renewals from the month prior, compare them to the current month, and list the renewals that are missing.
True-up tracker coming soon coming soon Track if you’ve been paid the 2nd commission on clients that are New To Medicare Advantage, also known as a “True-Up”.
Dashboard ✅ ✅ In-depth commission dashboard. Filter by carrier, agent, upline, time period, activity, and more.
Forecast future commissions coming soon coming soon
Reference ✅ ✅ Cross reference applications with commissions. See if you didn’t get paid on any applications.
Reconcile ✅ ✅ Tell ComTrack what you’re supposed to be paid from each carrier and it’ll find any discrepancies.
Custom Comp Plan for agents ✅ Pay your agents based on a percentage or fixed amount. Differentiate between Advance, Renewal, Chargeback, and HRA/bonus.
Upline Splits ✅ Are you an FMO that gets paid by the carrier, and is responsible for distributing street comp to the writing agent and/or overrides to the GAs, MGAs, and SGAs? Our Upline Splits feature does exactly that!
Carrier-specific Comp Plans & Upline Splits ✅ Customize the Comp Plan and Upline Split on a per-carrier basis. UHC might pay you differently than Humana does.
Generate commission reports ✅ Generate a report for every agent, or upline, in your agency with one click!
Branded reports ✅ Use your agency’s logo on reports.
Distribute reports ✅ Distribute reports to all agents and uplines in one click.
API ✅ ✅ Send data using webhooks.
Email support ✅ ✅ Support page is here.