Commission Accounting for Life and Annuity Agencies

A Commission Accounting System allows you to track commissions/overrides and bonuses due to your agency and your agents. You can project monthly cash flow; track deals for paying overrides out of house to your top producers; know your score card to look at profitability; and measure the success of marketing campaigns. Download the Commission Accounting Playbook as a key reference guide when implementing a commission accounting system for your agency. Click button below:


Commission Accounting Systems

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Ebix SmartOffice Commission Module

SmartCommissions (also referred to as the Commission Tracking Module or CTM) performs a wide range of functions within the office. CTM projects expected commissions and reports on the projections, validates expected commissions vs. received commissions, creates statements for the payment of other parties associated with the case that are not paid by the carrier, exports data to accounting packages and provides historical reporting. LEARN MORE ABOUT SMARTCOMMISSIONS



GreenWave Commission System

  • The only enterprise-grade commission-focused complete solution specifically designed and developed for the insurance industry
  • Software as a Service (SaaS) – no backend systems needed.  Securely access from any web-browser
  • Master System of Record for your ever critical commissions process
  • Every carrier schedule/grid, broker rules/overrides and every transaction in every statement now residing in a secure high performance platform and out of the various excel spreadsheets and the “heads” of your commissions team



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Agency Integrator Commission System

Agency Integrator gives BGAs, marketing organizations, financial institutions and banks a centralized database to manage their day-to-day insurance operations. Users are able to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and generate comprehensive reports throughout the process. LEARN MORE ABOUT AGENCY INTEGRATOR COMMISSION SYSTEM 




OneHQ – HQ Commissions

Commissions, Case Management, Contracting & Licensing, Imaging and Marketing all in one system makes operations a breeze. Track complex downlines and hierarchies with ease by viewing up-to-date generated charts for each record. LEARN MORE ABOURT HQ COMMISSIONS


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Vertafore – VUE Commissions

MANAGE ANY TYPE OF COMPENSATION PLAN Utilizing the intuitive interface of VUE Compensation, distributors can develop incentive programs (i.e. commissions, bonuses, gamification), that maximize sales for the most  profitable products. React quickly to market opportunities with flexible compensation  strategies, gain a competitive advantage, and deliver the flexibility that sales and  marketing executives require in today’s market. LEARN MORE ABOUT VUE COMMISSIONS