Create New Agent

In Commission Tracker, Agents (also referred to as Producers) are the individuals or entities that split the commission paid by the carrier. This section covers the essential fields required to build an agent profile and establish their role within your agency.

💡 Why Use This

Every agent who receives a commission payout must have a profile in Commission Tracker. Setting up agent profiles correctly ensures commission splits are calculated accurately and that agent reports and statement emails work as expected.

🗺️ How to Access

Click Add in the Agents View on the Policy List screen to create a new agent.

Video Tutorial

If the video below does not play, please copy and paste this link into your web browser: https://www.youtube.com/watch?v=BRsqVsmO5Xk

The Agent Profile

When adding an agent, use the main profile screen to define their status, reporting filters, and payout logic.

Create New Agent Workspace

Key Fields

Field	Description
First / Last Name	The primary identifier for the agent. Reports and the Policy List sort agents by Last Name.
Agent Status	Defaults to "In-house." An internal marker to track if a producer is an employee or an external contractor.
Agent Type	A customizable filter for high-level reporting (e.g., "Full-Time," "Broker," "Manager"). Manage available types under Tools → Edit Agent Types. See Agent Types.
Agent Location	Groups agents by office or department. A powerful filter for comparing revenue across different branches.
Rep #	A flexible field for storing License Numbers, EINs, or SSNs. Displays on the Agent Commissions Earned report, useful for payroll.
Commission Level	Used by Carrier Table Agent Splits to automate payout percentages based on the agent's rank or tier.
Email Address	Required for emailing commission statements directly to agents. Also serves as their login username for the Agent Web Portal.

Managing Multiple Emails

If an agent needs reports sent to multiple addresses (e.g., to both the agent and their assistant), enter them in the email field separated by a semi-colon (;).

The House Account Concept

In Commission Tracker, The House represents the agency itself. While it is treated like an agent for split purposes, it has unique logic:

Automatic Residuals — When using Carrier Table Agent Splits, The House automatically retains any commission percentage not explicitly assigned to other agents.
System Identification — Use the House Account checkbox to tell the system which agent profile represents the agency's bottom line.

Agent Profile Advanced Settings and House Account Designation

Required Setup

Every agency must have at least one agent designated as the House Account to ensure all revenue is properly accounted for.

🔧 Troubleshooting

An agent has left the agency — should I delete them? To preserve historical financial data, set their status to Inactive rather than deleting them. This ensures their past commissions still appear in historical reports.

Where do I add the agent's phone number? Use the Agent Contact Info page, via the new Contacts window.

Agent Contact Info — Add contact name, address, phone, and email details to an agent profile.
Contacts — Full walkthrough of the Contacts window.
Agent Types — Manage the list of available agent type categories.
Carrier Table Agent Splits — Define how agents are paid from carrier revenue.
Manage Agent Levels and Uplines — Configure agent hierarchy for upline commission payouts.

Need help? Contact support@commission-tracker.com