Video Tutorials
Browse the videos below for step-by-step walkthroughs of Commission Tracker's most common workflows. For additional training content, visit the YouTube playlist linked below.
📺 Useful Links
🛠️ Foundations
- Connection:
- New Carrier:
- New Agent:
- New Client:
💰 Commission & Splits
- Basic Splits:
- Terms 1-3:
- Individual:
- Uplines:
- Policy Specific:
- Batch Edit:
- Aliases:
- Agent Split Templates:
📥 Data Management
- Imports:
- Import Error Fix:
- Reconciliation:
📊 Financial Reporting
- A/R Report:
- Revenue Analysis:
🔗 Related Topics
- Import Carrier Statements (ICS) — Step-by-step guide to importing Excel and CSV statements.
- Reconcile Carrier Statement — Guide to the PDF reconciliation tool.
- Receiving Payments — Manual payment entry for individual policies.
- Agent Commission Splits — How agent payouts are calculated and configured.
- Getting Started Guide — Your first steps in the system.
Need help? Contact support@commission-tracker.com