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Compare commission tracking software
- Yes
- Partial
- No
- Not published
| Feature | ComTrack | AgencyBloc | AgencyComp | Commission Tracker | Fintary | EnrollHere |
|---|---|---|---|---|---|---|
| Statements | ||||||
| Automatic statement retrieval | Yes | No | No | No | No | Not published |
| Statement mapping done for you | Yes | No | No | NoYou build maps once, then reuse them | YesAI extraction | Not published |
| Statement formats | CSV, XLSX, PDF + auto-retrieval | Not published | CSV, XLSX | CSV, XLSX, PDF | Any format | Not published |
| Statement limits | YesUnlimited | PartialPriced by transaction volume | PartialCapped at 500 to 10,000 clients by plan | YesUnlimited | Not published | Partial5k to 100k transactions/mo, then $0.30-0.35 each |
| Done-for-you processing | YesFully automated | No | Partial$150 setup help only | YesFrom $187/mo | Yes | Not published |
| Reconciliation & Reporting | ||||||
| Sync with bank account | Yes | No | No | PartialTracks carrier payments, no bank feed | PartialVia QuickBooks / ACH integrations | No |
| Missing renewals, policy drop-offs | Yes | Yes | Yes | Yes | Yes | PartialGeneral reconciliation, no renewal report |
| Never-paid applications | Yes | PartialOnly for policies entered in AMS+ | Yes | Yes | PartialGeneral missing-revenue check | PartialPolicy status tracking only |
| Underpayments | Yes | Yes | Yes | Yes | Yes | PartialData validation rules, not rate audits |
| Medicare Advantage true-ups | Yes | No | Yes | No | No | No |
| Forecast future commissions | PartialComing soon | No | Yes10 years | Yes2 years | Yes | No |
| Dashboards & KPIs | Yes | Yes | Yes | Yes | Yes | Yes |
| Future terms / disenrollments | YesLike MediZues | No | No | No | NoMember adds/terms, health only | No |
| Book of Business | ||||||
| Automatic BOB retrieval | Yes | No | No | No | PartialBuilt from carrier files you provide | PartialOnly policies sold on EnrollHere |
| Master BOB file | Yes | Yes | PartialPolicy list you enter or import | PartialPolicy list you enter or import | PartialBoB view in producer portal | Yes |
| Clients vs BOB vs commission | Yes | PartialPolicies vs statements, no carrier BOB | PartialProjected vs actual, no carrier BOB | PartialExpected vs paid, no carrier BOB | Yes | PartialPolicies vs payments, no carrier BOB |
| Links clients to commissions | Yes | Yes | Yes | Yes | Yes | Yes |
| Downline & Agent Pay | ||||||
| Downline / LOA comp plans | YesPro+ | Yes | PartialFlat % statements, no payouts | Yes | Yes | Yes |
| Set up comp plans using AI | Yes | No | No | No | No | No |
| Agent statements | YesPro+ | Yes | PartialFlat payout % only | Yes | Yes | Yes |
| Agent / Upline portals | YesUnlimited (Pro+) | YesStatements sent, no portal advertised | No | Yes | Yes | Yes |
| Payroll integrations | YesGusto, NACHA | No | No | No | YesACH, QuickBooks | Yes |
| Hierarchy tree | YesPro+ | PartialHierarchy payouts, no tree view | No | PartialMulti-level splits, no tree view | PartialHierarchy payouts, no tree view | Yes |
| Leaderboards | YesPro+ | No | PartialPersonal goals only | No | Yes | Yes |
| White label | Yes | PartialBranded Agent statements only | No | No | Yes | Not published |
| Licensing | ||||||
| NIPR State license tracking | Yes | No | No | No | PartialVia licensing-system integrations | Not published |
| Carrier appointments | Yes | No | No | No | PartialVia contracting-system integrations | Not published |
| Auto-renew licenses | Yes | PartialRenewal reminders only | No | No | No | No |
| Non-resident license applications | Yes | No | No | No | No | No |
| Expiration alerts | Yes | Yes | No | No | No | Not published |
| CRM & Workspace | ||||||
| CRM | No | YesRequired | No | No | No | Yes |
| Internal chat & task boards | Yes | No | No | No | No | Not published |
| Dialer | No | Yes | No | No | No | Yes |
| Integrations & Security | ||||||
| API | Yes | Yes | No | No | Yes | Not published |
| Zapier | Yes | Yes | No | No | No | Not published |
| SSO | YesEnterprise | Not published | No | No | Not published | Not published |
| Security | SOC 2 Type II, HIPAA | SOC 2 Type II, HIPAA | HIPAA | AWS-hosted | Not published | Not published |
| Access | Web | Web | Web | Remote desktop | Web | Web |
| Pricing & Terms | ||||||
| Starting price | $69/mo | ~$109/user/mo + Commissions+ quote | $39.95/mo | $67/mo | Quote | $6,000/mo |
| Plans | Lite $69Pro $256Enterprise | Contact for quote | $39.95$54.95$64.95 | $67$72$119$166 | Contact for quote | $6,000 to $40,000/mo |
| Pricing model | Flat + $1 per file retrieved (optional) | Per user + transaction volume | Flat, by client count | Per user + $1 per Agent | By company size | By users, transactions, payees |
| Users included | Lite: 1 (+$5/staff)Pro: unlimited | Per user | 2 to 6 | 1 (+$47/user) | Not published | 25 to 500 |
| Setup fee | None | Quote | Optional, $150+ | $120 | Not published | Not published |
| Free trial | Yes7 days | No | Yes14 days | No | No | No |
| Contract | YesMonthly or annual | NoAnnual | YesMonthly | YesMonthly | Not published | NoUp to 3 years |
| Example: solo Agent | $69/mo | $109+/mo + quote | $39.95/mo | $67/mo + $120 setup | Quote | $6,000/mo |
| Example: 3 staff + 25 Agents | $256/mo | $327+/mo + quote | NoCan't pay downlines | ~$186/mo + $120 setup | Quote | $6,000/mo |
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