Features
Everything the agency needs to track production — and nothing it doesn't.
Comp Tracker is a focused production ledger for independent insurance agencies. It records what your producers submit, what actually gets issued, and who changed what along the way.
One shared ledger for the whole agency
Every producer logs applications into the same ledger: line of business, client or policy reference, premium, effective date and — for life and health — monthly premium plus amount of coverage. Filters, search and sortable columns narrow the view without exporting anything.
Submitted and issued, kept separate
New entries land as Submitted and show in yellow. They count as pipeline, not production. An admin marks an entry Issued and it turns green and moves into the official totals — and can un-issue it later without deleting the record.
Optional admin approval, enforced in the database
Turn on approval and issued entries lock. If a producer edits a protected field on an already-issued entry, the record automatically drops back to Submitted for review. That rule lives in the database, not just the form.
Recurring templates
Save the policy structures your agency writes over and over and apply one to a new entry in a single click. Less re-typing, cleaner data across the team.
Pay plans, commission grid and bonuses
Admins set base pay, commission tiers and a two-dimensional life-apps-by-total-apps commission grid per producer, plus one-time bonuses. Producers see exactly what they have earned and what the next tier is worth.
Weekly, monthly and yearly goals
Set goals for each producer and for the office, with optional bonuses attached. Progress shows at a glance: in progress, met, or missed.
Reporting by policy type, producer and month
Built-in charts break production down by category, producer and month, alongside summary cards for submitted apps and premium, issued apps and premium, and total life and health coverage placed.
Batch entry and Excel export
Log several policies for the same client in one pass, and export any filtered view of the ledger to a spreadsheet for carrier reporting or payroll.
A full audit trail
Every create, edit and delete is stamped with who did it, when, and exactly which values changed. A disputed number has an answer instead of an argument.
Team management, start dates and tenure
Admins create producer accounts by username — no public sign-up — set start dates, and track 30/60/90-day, six-month and one-year milestones automatically.
Agency FAQ and announcement emails
Publish an internal FAQ with a click-to-format editor, and send branded announcement emails to selected producers, with every send recorded.
Support on every plan
Open a ticket from inside the app on any plan and follow the whole conversation in one thread — no separate helpdesk login.
What the ledger looks like
Submitted entries in yellow, issued in green, with per-status totals across the top.
| Producer | Line | Client / policy | Premium | Status |
|---|---|---|---|---|
| Producer A | Auto | Household · 2 vehicles | $1,842 | Issued |
| Producer B | Homeowners | New build | $2,310 | Issued |
| Producer A | 20 yr Term (Life) | $500,000 coverage | $46 / mo | Submitted |
| Producer C | Business Insurance | Contractor BOP | $4,120 | Submitted |
27 lines of business, grouped four ways
Personal auto through commercial umbrella, term and permanent life, and health — every line reports into the same ledger.
Auto & vehicle
- Auto
- Motorcycle
- Recreational Vehicle
- Boat
- Trailer
Property & personal
- Renters
- Homeowners
- Condo
- Manufactured Home
- PAP
- PLUP
- RDP
- RCUP
- Pet Insurance
Commercial
- Business Insurance
- Contractor Insurance
- Workers Comp
- Commercial Umbrella
Life & health
- 10 yr Term (Life)
- 20 yr Term (Life)
- 30 yr Term (Life)
- Instant Answer (Life)
- Whole Life
- Universal Life
- GIFE (Life)
- Return of Premium (Life)
- Health Insurance
See it with your own book
Tell us about your agency and we'll walk through the ledger, the approval step and the reporting, then set up accounts for your producers.