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Commission Accounting

Commission Accounting

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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 and system for your agency. Click button below:

Commission Accounting Systems

GreenWave Commission System

  • The only enterprise-grade insurance commission tracking software and a focused 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

EP helps your team to do more with less. Not every hire needs to be internal, and not every addition to the team means subtracting from the team.

EP’s core value is about unlocking deeper capabilities. EP unlocks capabilities you couldn’t afford to hire and train for internally. EP subsumes the cost and time to onboard reliable support staff. Each EP line of service presents a compelling reason that EP’s team can add to your current capabilities faster and more affordably.

Tame Your Toughest Insurance Agency Back Office Headaches

Trusty Back Office Pro helps ease the pain of complicated insurance payouts, lead tracking and the overhead that goes with it.

Trusty Back Office Pro is agency management software that targets your back office tasks with seamless automation and reduces the manual work required with payroll, commissions, reports creation, and tracking your active book of business.

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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. Agency Integrator 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.

1Ebix SmartOffice

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.

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OneHQ – HQ Commissions

Commissions Accounting, 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.

Adamsbridge

AdamsBridge Global is known for medical data annotation and providing high end resources for staff augmentation, managed services, captive, and semi-captive centers in the Insurance, Life Settlement, Trials and Real Estate verticals.

Other Services

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