Insurance commission tracking software that knows what you're owed
Upload your carrier statements and AgencyView matches every record to the policies in your book — then tracks residuals through the life of each plan. Included on every plan, even the free one. Splits, chargebacks, downline overrides, and payroll come with the Agency plan.
From carrier statement to commission check
Most CRMs stop at the client record, leaving you to reconcile commissions in a spreadsheet. AgencyView tracks the money all the way through.
Carrier statement upload & auto-match
Upload commission statements from any of your carriers. AgencyView matches each row against the policies in your book automatically — no manual line-by-line reconciliation.
Residual commission tracking
See the full residual timeline on every policy — what's been paid, what's still coming, and what each renewal is worth over the life of the plan.
Downline overrides, any depth
Build custom commission rules for downline agents across as many hierarchy levels as your agency needs. Overrides calculate down the entire structure, not just the first tier.
Commission splits
Split a commission across multiple agents by percentage, with the allocation tracked on the policy so everyone knows exactly what they earned.
Chargebacks & debit tracking
Track debits and credits per agent so chargebacks don't quietly disappear. Know who's in debit, by how much, and what's still outstanding.
Payroll straight from commissions
Run agency payroll directly from your commission data — no exporting to a spreadsheet and re-keying it somewhere else.
Which plan? Carrier statement upload, auto-matching, and residual tracking are included on every plan — including the free one. Commission splits, chargeback and debit tracking, downline overrides, and agency payroll are part of the Agency plan ($199/month, 5 users included).
Not an add-on. Not a paid module.
Commission tracking is included on every AgencyView plan — including the free Newly Licensed plan. Most insurance platforms sell it as a separate module on top of your base subscription. We don't, because tracking what you're owed isn't a premium feature. It's the job.
Free to start · Paid plans from $29/month
See pricing →Don't want to do it yourself? We'll handle it.
Doing it yourself is always free. But when statements pile up — or a carrier's format is a mess — hand the upload to us. We match every row to your policies, reconcile it, and put it back in your dashboard done.
You upload — that's it
Send your carrier statements the same way you already do. No new format to learn, no cleanup, no spreadsheet work on your end.
We match & reconcile
We map every row to the right policy, clear the mismatches, and run reconciliation — so it lands in your book done, not half-done.
Pay only for what we process
No new subscription, nothing added to your plan. It's billed per row of commission data we handle — starting at $0.25 a row.
Ready to hand it off?
From $0.25 per row · billed only for what we process · no subscription required
Frequently asked questions
How does AgencyView's commission tracking work?
You upload your carrier commission statements and AgencyView matches the records against the policies in your book automatically, so you can see what was paid, what's outstanding, and what's still owed.
Is commission tracking included on the free plan?
Yes. Commission tracking is included on every AgencyView plan, including the free Newly Licensed plan, it is not a paid add-on module.
Does AgencyView handle splits, chargebacks, and downline overrides?
Yes — these are Agency plan features ($199/month, 5 users included). AgencyView supports commission splits between agents, chargeback and debit tracking, and custom commission rules for downline agents across as many hierarchy levels as your agency needs, with agency payroll running directly from that commission data. On individual plans, you get carrier statement upload, auto-matching, and residual tracking.
Is the done-for-you service included on my plan too?
No, the commission tracking software is included free on every plan, so you can always upload and reconcile statements yourself at no cost. Done-for-you processing is an optional service where our team does that work for you, billed per row (from $0.25) only when you use it.
Stop reconciling commissions in a spreadsheet
See how AgencyView matches your carrier statements to your book and tracks every dollar through to payout. Start free, no credit card required.
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Not ready to talk? Take the tracker instead.
A free spreadsheet that tracks commissions and residuals side by side and flags every policy that has paid you less than it should have. Yours to keep, no strings.