Commission Tracker Help Center

Welcome to the Commission Tracker help center. Use the sections below to find step-by-step guidance on any part of the system — from initial setup to daily commission workflows.

🚀 Getting Started

New to Commission Tracker? Start here.

Getting Started Guide — Your first 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 Management

Create, edit, and manage your policy database.

Policy List — The main policy screen.
Create New Policy — How to manually add a policy.
Edit Policies — Updating policy details.
Importing Policies — Bulk-loading policy data via Excel.
Policy History — Audit trails and change logs.

🏢 Carrier Setup

Configure carriers and commission tables.

Create Carrier Commission Tables — Set up Flat, Graded, Scheduled, and PPS tables.

👤 Agent Setup

Manage agents, levels, and uplines.

Create New Agent — Adding and editing agents.
Agent Levels & Uplines — Hierarchy and override configuration.
Agent Licenses — Tracking credentials and expirations.

💸 Commission Splits

Control how commissions are divided among agents.

Agent Commission Splits — Overview of the split system.
Agent Split Template Manager — Reusable split templates for carrier tables.

💰 Recording Commissions

Receive payments and import carrier statements.

Receiving Payments — Manual payment entry.
Import Carrier Statements (ICS) — Excel-based carrier import.
ICS Errors — Resolving import errors.
Create Policies from ICS — Bulk policy creation from statements.
Retry Payments — Re-processing failed or skipped payments.
Partial Payments & Chargebacks — Handling exceptions and adjustments.

📊 Reports

Built-in reporting for commissions and agency performance.

Reports Overview — Your library of built-in reports.
Agent Commissions Earned Report — Detailed agent payout reporting.
Payment Discrepancy Report — Identify mismatches between expected and received.

🌐 Agent Web Portal

Self-service portal for agents to view their commissions.

Agent Portal Overview — What agents can see and do in the portal.

🛠️ Tools & Admin

System settings, options, and maintenance.

Options Menu — System-wide settings and configurations.
Update All Policies — Bulk editing tools.
Database Backup — Cloud backup procedures.

⭐ Most Popular Pages

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