Agent Survival Guide Podcast

Field Notes on Commission Trackers

Jul 12, 2025

Dive into the world of commission tracking solutions tailored for insurance agents. Explore various methods, from DIY tools like Excel and Google Sheets to sophisticated CRM systems. Gain insights on enhancing transparency and efficiency in managing your commissions. Discover options that cater to diverse needs and budgets, ensuring you get the most out of your hard-earned income!

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ADVICE

Start Commission Tracking Spreadsheet

Start commission tracking with a Microsoft Excel or Google Sheets spreadsheet to keep your records organized and cost-effective.
Use columns for sale descriptions, commission status, client details, and product types to track comprehensive information.

ADVICE

Use Carrier Agent Portals

Use free carrier agent portals to check commission statements directly but expect multiple logins if working with many carriers.
This method suits agents with smaller books but can become time-consuming.

ADVICE

Integrated CRM Commission Trackers

Consider integrated commission trackers within CRM systems to consolidate client and commission info in one dashboard.
Recommended CRMs are Agency Bloc Commissions Plus, Radius, and Medicare Pro CRM for agents seeking combined tools.

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