Commission Tracking

Automate commission calculations with multi-level support for own, transfer, and reference commissions. Track payments, generate reports, and ensure accurate agent payouts with built-in TDS calculations.

What is Commission Tracking?

Our Commission Tracking system provides automatic calculation and management of three commission types: Own (0.5%-15%), Transfer (0.25%-7.5%), and Reference (0.1%-5%). Track agent earnings, payment status, and generate detailed commission reports with tax calculations.

Key Features

Auto Calculations

Automatic commission calculation on policy issuance with configurable rates and percentage slabs.

Multi-Level Commissions

Support for own sales, transferred policies, and external reference commissions with different rates.

Payout Management

Track payment status (pending, paid, on-hold) with payment date, mode, and reference tracking.

TDS Calculation

Automatic TDS calculation and deduction based on threshold amounts with tax reports.

Commission Reports

Monthly, quarterly, and annual reports with agent-wise breakdowns and payment summaries.

Team Tracking

Track individual and team commission earnings with leaderboards and performance metrics.

Why It Matters

Eliminate Calculation Errors

Automated calculations ensure 100% accuracy, eliminating disputes and manual errors.

Save Time

Reduce commission processing time from hours to minutes with automated workflows.

Improve Agent Satisfaction

Transparent tracking and timely payments keep agents motivated and satisfied.

Compliance Ready

Built-in TDS calculations and tax reports ensure compliance with financial regulations.

How It Works

1
Configure Rates

Set commission rates for different policy types and agent levels.

2
Auto-Calculate

System calculates commissions automatically on policy issuance.

3
Review & Approve

Review commission reports and approve for payment processing.

4
Process Payouts

Mark payments as paid and generate payment receipts.

Related Features

Policy Management

Automatic commission calculation on every policy issuance and renewal.

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Analytics & Reports

Detailed commission analytics and performance tracking dashboards.

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Staff Management

Link commissions to staff profiles for complete performance tracking.

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Ready to Automate Commission Tracking?

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