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The Insurance Agent Commission & Chargeback Tracker
Stop finding out about chargebacks on a carrier statement three months later. Track every policy's commission, catch chargebacks automatically, and see renewal commission at risk — built for solo agents, not $119/month agency software.
Product Description
The good insurance commission spreadsheets floating around are still the ones agents built for themselves in 2016. The good software is agency-priced.
This tracker is neither — a modern, dashboard-driven commission tracker sized and priced for one agent, not a team.
What's inside:
Commission Log: every policy, its commission, and its status — chargeback amounts calculate automatically the moment you mark a policy cancelled
Renewal Tracker: upcoming renewals sorted by urgency, with the estimated commission at stake if you don't reach out in time
Dashboard: gross commission YTD, total chargebacks, net position, and your chargeback rate as a percentage — the number most agents never see until tax season
Most agents track what they wrote. Few track what they actually kept after chargebacks. This makes that number visible every time you open the file.
Instant download. Excel (.xlsx). Works in Excel and Google Sheets.
Spreadsheets & Calculators
The Insurance Agent Commission & Chargeback Tracker
Stop finding out about chargebacks on a carrier statement three months later. Track every policy's commission, catch chargebacks automatically, and see renewal commission at risk — built for solo agents, not $119/month agency software.
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Frequently asked questions
Do I get access instantly?
Yes. This is a digital product — you can download it right after checkout, straight from your library.
Can I use it for commercial projects?
Your purchase includes a standard license for personal and commercial use. See the product description for any usage limits set by the seller.
What's your refund policy?
You're covered by a 2-day money-back guarantee. If something isn't right, request a refund from your order and the seller will review it.
What file formats and sizes will I get?
You'll download the files exactly as the seller packaged them (about 16.26 KB). See the product details and description for the included formats.
Do I get free updates?
Yes — when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.
Price
$24.00
