Getting Started with Commission Tracker

This guide provides a verified roadmap for setting up your agency's database. Follow these steps in order to ensure your foundational data is correctly configured before you begin processing revenue.

Part 1: Initial System Setup

Before entering production data, configure these core tables. These act as the "Master Lists" that the system uses to validate your commissions.

🏢 Agency Foundation

Create New Carrier: Add the insurance providers you represent.
Create Carrier Commission Tables: Define how the carriers pay the agency (e.g., Flat Carrier Table).
Create New Policy Type: Establish your lines of business (Health, Life, etc.).
Create New Client: Set up your primary policyholders.

👥 Agent & Producer Setup

Create New Agent: Add your producers and configure the House Account.
Carrier Table Agent Splits: Define how your agents are paid from the carrier revenue.

Part 2: Building Your Database

Once your foundation is ready, use these methods to transition from an empty database to a fully populated system.

Option 1: Automated Policy Creation (Recommended)

If you have your carrier data in Excel, the system can build your database for you.

Import Carrier Statements (ICS): Upload your statement and map the columns.
Create Missing Policies: The system identifies unknown policies on the statement and allows you to create them in bulk.
EXAMPLE - Import Carrier Statement: Follow this step-by-step walkthrough of the entire process.

Option 2: Manual Entry

For small books of business or testing purposes:

Create New Policy: Manually enter policy headers and term data.
Receive Payment Button: Post a single commission check directly to a policy.

Option 3: Bulk Policy Migration

Import Policies: If you are moving from another CRM, use our Excel template to import your entire book of business at once.

Part 3: Navigating the System

Learn how to manage and find your data once it has been entered:

Policy Search: Use advanced filters to find specific clients or policies.
Policy Terms: Understand how term numbers affect commission calculations.
Status Bar: Track system messages and background tasks.

Important Configuration Note

Before you begin, determine how the system should handle matching identifiers:

Duplicate Policy Numbers: Decide if you will allow identical policy numbers across different carriers or policy types.

Need a specialized training session for your team? Contact support@commission-tracker.com