Insurance commission tracking that tells you what did not get paid
Insurance commission tracking is the work of matching every carrier payment to the client it was paid on. A commission statement shows what a carrier paid, not who it forgot. AgencyView matches paid commissions to your clients through its ComTrack partnership and raises an alert when a payment stops, never starts, or comes back as a chargeback.
Every paid commission, matched to a client
Each night AgencyView mirrors your commission records from ComTrack and matches them to contacts in the CRM. Every client record gets a commission history tab, and an earnings strip shows what has been paid.
Alerts for the money that did not arrive
- Stopped paying — A client who was paid on before but not this month raises an alert.
- Never paid — A client with a policy who has never been paid on raises an alert.
- Chargebacks — A nightly sweep finds clawbacks and raises one alert per affected client.
- Clients missing from the CRM — People you are being paid on who are not in your CRM are listed so you can add them.
The CFO Center
More than twenty reports built from the same data: retention and persistency, receivables, carrier concentration, chargeback exposure, monthly close, tax quarters, a growth planner and a book valuation. Read what the CFO Center shows.
Powered by the ComTrack partnership
Carrier statements are processed by ComTrack, and agents open the full ComTrack workspace from AgencyView with the same login. How the integration works.
AgencyView at a glance
| What it is | AgencyView is agency management software and a built-in CRM for health, Medicare, ACA and life insurance agents and agencies. |
|---|---|
| Website | agencyview.net |
| Pricing | Starter $159 per month (1 agent seat and 2 CSR seats). Professional $299 per month (4 agent seats and 2 CSR seats; extra agent seats $19.99 per month each). Enterprise pricing is custom. |
| Free trial | 14 days. No credit card is needed to start. |
| Quoting and enrollment | ACA Marketplace quotes run inside AgencyView through HealthSherpa, and selecting a plan creates a pending policy on the client. Medicare quoting and enrollment run in HealthSherpa for Medicare, connected to the CRM. |
| Commissions | Commission tracking through the ComTrack partnership: every paid commission mirrored and matched to the client, with missing-payment and chargeback alerts, plus the CFO Center reports. |
| Calls | RingCentral integration with call recordings, transcription (1,000 minutes per seat per month included) and AI call coaching. |
| Security | Role-based access, authenticator-app MFA (required for admins), a 60-minute idle timeout, audit logs and a HIPAA Compliance Center. AgencyView signs a BAA with agencies. |
| Company | AgencyView, 30 N Gould St, Sheridan, WY 82801. (307) 888-4133. admin@agencyview.net |
Questions agents ask
How does AgencyView track insurance commissions?
AgencyView mirrors commission records from its ComTrack partnership every night, matches each payment to a client in the CRM, and raises alerts when a client stops being paid on, has never been paid on, or has a chargeback.
Does AgencyView catch chargebacks?
Yes. A nightly sweep finds chargebacks in the commission data and raises one alert per affected client.
Does AgencyView calculate agent splits and overrides?
No. AgencyView tracks and reports on commissions paid to you, but split and override payouts to other agents are not calculated in AgencyView today.
Start your 14-day free trial · Try the interactive demo
What is insurance commission tracking software?
Insurance commission tracking software is a system that matches each carrier commission payment to the client and policy it was paid on, so an agency can see what it earned and what never arrived. AgencyView receives commission records through its partnership with ComTrack, which connects to more than 300 life and health carriers, and mirrors every paid commission onto the client record. An alert fires when a payment stops, never starts, or comes back as a chargeback, so a missing payment shows up as a task instead of a year-end surprise. The CFO Center then reports revenue, retention, receivables and chargeback exposure across the whole book. Commission tracking is included in every AgencyView plan, which starts at $159 per month for one agent and two customer service seats. Independent agents and agencies selling Medicare, ACA and life insurance are the intended users of the commission tracker.
Sources: ComTrack · eCFR: 42 CFR 422.2274, agent, broker and third-party requirements