Query Parameters (Alphabetical)
You may pass one or more of the following parameters.
Matching is case-insensitive for strings.
Dates must be in MM/DD/YYYY format.
| Parameter | Type | Required | Matching Rule |
|---|---|---|---|
agent_name |
string | Optional | Contains match |
carrier |
string | Optional | Contains match |
client_full_name |
string | Optional | Partial match, accounting for variations such as shortened names (e.g., John vs. Johnathan), presence or absence of middle names, and multi-part last names commonly found in Hispanic naming conventions. |
date |
string (MM/DD/YYYY) | Optional | Used only for tie-breaking |
policy_number |
string | Optional | Contains match against both Policy Number and Carrier Member ID |
Unknown or empty parameters are ignored.
Next Steps for No Matches
If a client shows no match:
Verify if the relevant carrier statement has been uploaded to ComTrack.
-
If it’s from a prior period and still missing:
Contact the carrier
Check with the writing Agent
Confirm the policy status
1. Introduction to ComTrack 0:00
- Purpose: To answer the question of whether a client has been paid.
- Com Track allows for bulk searching of client commissions instead of searching one by one.
2. Inputting Client Names 0:15
- You can paste a list of client names from various sources (CRM, Google Sheets, etc.).
- For CRM users, visit the integrations tab for seamless syncing.
3. Cross-Referencing Clients 0:44
- After inputting client names, hit 'cross-reference' to find commissions.
- Com Track recognizes partial names (e.g., 'Rob' for 'Robert', 'John' for 'Jonathan').
- Middle names may not always work; use first and last names for best results.
4. Searching by Policy and Carrier 1:58
- You can search by policy number and carrier name.
- Searches do not require exact matches; partial matches are acceptable (e.g., 'United' for 'United Health').
5. Handling Multiple Policies 2:41
- If a client has multiple policies, Com Track can differentiate them based on the input provided.
6. Recommended Search Parameters 3:08
- Recommended to use the client's full name for searches.
- You can also search by date to find commissions closest to a specified date.
7. Conclusion and Recommendations 3:53
- This tool is ideal for users not utilizing a CRM.
- CRM users should integrate with Com Track for automatic syncing and checks.