Web-based Commission Tracking Software - Features

CommissionMonitor™ Insurance Agent Commission and Lead Tracking Software Features:

• Automatic, instantaneous updates to the web. No need to wait while data is uploading.
• Multiple site users for one low, one-time fee. More than one office? No problem. Your data is accessible from any computer with internet access.
• Mangers can track entered policies during a time frame, as well as upcoming policy renewals during a date range, for either an individual agent or all of their agents.
• NEW - An advanced yet easy to use renewal commission tracking system for agents, and particularly managers.
• NEW - Date ranges used in reports are now stored for easy commission entry by managers while logged-in, eliminating the repetitive entry of dates.
• Managers have totals reports that show the critical numbers they need to know for either their office or a specific agent's performance.
• Managers also have the ability to reassign all of one agent's policies to another agent, which is helpful if an agent leaves your insurance agency. This can be done on an individual policy basis as well.
• Policy and commission information can be uploaded / imported from text, Excel, or CSV files, and can be downloaded / exported to those file types as well.
• The ability to trade policies and leads between insurance agents.
• Access from anywhere / at anytime you have an Internet connection.
• No software or hardware to buy, install, maintain, or upgrade on your computers.
• Easy to use with a straight-forward form design.
• For agents, real-time access to your commissions and leads.
• For agency managers, real-time access to your agent's commissions.
• Agents can track their own leads, which only they have access to, and convert them into commissions with the push of a button.
• Insurance agencies can also allow agents to have access to a shared leads area, which also allows leads to be converted into commissions with the push of a button.
• A central administration area lets administrators designate the status of an agent as either active or inactive (all commissions, policies, and leads remain, but they are not in Sales Agent drop-down boxes), whether a user is an agent, manager, or admin, and whether users can register themselves to use CommissionMonitor™.
• Administrators can also control what is listed in dropdown boxes throughout CommissionMonitor™, such as Insurance Companies represented, Sources, Statuses, Down Payment Methods, and more.
• CommissionMonitor™ is coded in the United States, and the support you will receive is based in the U.S. as well.