Commission Tracker Help Center
Welcome
Welcome to the Commission Tracker online help system. This guide is designed to help you master your commission workflows, from initial policy setup to final agent payouts.
🚀 Getting Started
Get up and running with the basics of Commission Tracker Cloud.
- Getting Started Guide — Your first 5 steps in the system.
- Video Tutorials — Visual walk-throughs of common tasks.
- Key Features — Overview of what the platform can do.
- Connecting to Cloud — Technical setup and login help.
📋 Policy & Agent Setup
Manage the foundation of your database.
| Topic | Description |
|---|---|
| Create New Policy | How to manually add a policy to the system. |
| Importing Policies | Bulk-loading policy data via Excel. |
| Agent Commission Splits | Setting up how agents get paid. |
| Agent Licenses | Tracking credentials and expirations. |
💰 Payments & Statements
The core workflow: Bringing money in and reconciling it.
- Receiving Payments — Manual payment entry.
- Import Excel Statements — Fast-tracking carrier data.
- Reconcile PDF Statements — Using the PDF reconciliation tool.
- Partial Payments & Chargebacks — Handling exceptions and adjustments.
📊 Reports & Tools
Extracting value and maintaining your data.
- Standard Reports — Your library of built-in reports.
- Update All Policies — Bulk editing tools.
- Options & Tools Menu — System settings and configurations.
- Policy History — Audit trails and change logs.
⭐ Most Popular Pages
Quick links to the tools our users access most frequently.
🛠️ Still Need Help?
Contact Support
If you're unable to find what you're looking for, try our Resources page or contact us directly:
📧 support@commission-tracker.com