Commission tracking for final expense agencies

Illustrative example: one agent writes for two carriers with different advance rules. On the statement it is one number. In the book it is a list of policies, each with a booked advance, a paid status and a date when the advance is earned. The gap between what was booked and what was paid is where the questions start.

The Finance page shows booked advance, paid, pending and back-end commission due for an agent, a team or the whole agency, built from the policies in the book.

• By carrier and by agent, so a carrier that pays late or an agent with early lapses stands out.
• Chargeback Watch for the policies still inside the chargeback window.
• A pending pipeline and a back-end forecast for what is still to come.
• Splits with a co-agent are recorded on the application.
• The Tax Center turns a year of paid commissions into a statement by quarter and month.

Commission is estimated from each policy's annual premium and the contract level and advance rules set for the agent. It stays an estimate until the carrier pays. How each number is built is on the methodology page.

See what your own book would show before you pay anything: the free at-risk scan reads one carrier export in your browser, and nothing is uploaded. Pricing, the back office and how we measure every number are linked below.