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
Configure Rates
Set commission rates for different policy types and agent levels.
Auto-Calculate
System calculates commissions automatically on policy issuance.
Review & Approve
Review commission reports and approve for payment processing.
Process Payouts
Mark payments as paid and generate payment receipts.
Related Features
Policy Management
Automatic commission calculation on every policy issuance and renewal.
Learn More →Ready to Automate Commission Tracking?
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