Commission Tracking – Agency & Agent Commission Reports

Accessing Commission Reports

1. From the Interactive Reports menu, select:

   • Agency Commission – for agency-level commission tracking.

   • Agent Commission – for producer-level earnings tracking.

2. Choose from the available report types:

Agency Commission Reports

• By Carrier – Review total commissions received from each carrier.

• By MGA – Track commissions from MGAs.

• By Referral Source – Identify which lead sources generate the most commission.

Agent Commission Reports

• By Carrier – See production value by carrier for each agent.

• By MGA – Compare agent production from MGAs.

• By Referral Source – Evaluate commission based on where business originated.

Filtering for Insights

Apply filters to target specific commission data:

• Date Range – Narrow down to a specific payment period.

• Agent – View earnings by a single producer.

• Carrier / MGA – Compare performance across markets.

• Referral Source – Identify which channels deliver the highest revenue.

? Example: Use Agency Commission by Carrier for the last 12 months to see annual commission totals per partner.

Sorting and Grouping

• Sort by Total Commission to quickly identify top revenue sources.

• Group by Agent > Carrier to see which producers generate the most commission with each carrier.

• Group by Referral Source to evaluate marketing and lead quality.

Exporting Results

• Click Export to download reports for accounting, reconciliation, or management review.

• Save filtered views for recurring monthly or quarterly analysis.

Best Practices

• Compare Agency Commission Reports with Agent Commission Reports to ensure totals align with payout structures.

• Use these reports alongside Agency Commission Reconciliation to confirm all payments match carrier statements.

• Track referral source commissions to evaluate ROI on marketing campaigns.

• Review commission trends quarterly to identify opportunities for carrier bonus negotiations.