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๐Ÿ’ฐ Commission Tracking

Know exactly what you've earned

Set commission by policy type and provider, override it per agent, and track agent pay, admin commission and profit on every policy โ€” down to the last rupee.

Earnings summary
This year
Apr
May
Jun
Jul
Aug
Sep
Paid
โ‚น1.2L
Pending
โ‚น58K
YTD
โ‚น9.4L
Commission setup
Settings
๐Ÿท๏ธ Policy Type ยท Health
Agent 15% ยท Admin 20%
๐Ÿข Provider ยท Star Health
Agent 18% ยท Admin 22%
๐Ÿ‘ค Override ยท Priya (agent)
Agent 20% ยท custom
โšก An agent's rate resolves override โ†’ provider โ†’ policy type, automatically.
Set once, override anywhere

Set defaults once, override per agent

In settings, set the default Agent and Admin commission percentage on each policy type and policy provider. Need one agent on a higher or lower rate? Add a per-agent value โ€” percentage or a fixed amount โ€” on their Commission tab, and it automatically wins over the defaults.

โœ“ Default Agent & Admin % per policy type & provider
โœ“ Per-agent override โ€” percentage or fixed amount
โœ“ Auto-resolves override โ†’ provider โ†’ policy type
Commission Report
Agent Admin
Admin comm.
โ‚น2.6L
Agent comm.
โ‚น1.9L
Profit
โ‚น0.7L
#POL-1042Admin โ‚น9,900 ยท Agent โ‚น8,100+โ‚น1,800
#POL-1051Admin โ‚น6,600 ยท Agent โ‚น5,400+โ‚น1,200
โ— Paid โ— Pending โ— Cancelled
Agent, admin & profit

See agent pay, admin commission & profit

The Commission Report splits into an Agent tab and an Admin tab. The Admin tab shows your admin commission, what you pay each agent and the profit on every policy โ€” admin commission minus agent commission. Mark each payout Pending, Paid or Cancelled and record the paid amount and date.

โœ“ Agent & Admin tabs with live totals
โœ“ Profit per policy = admin โˆ’ agent commission
โœ“ Payout status: Pending ยท Paid ยท Cancelled
What's included

Every rupee accounted for

๐Ÿ“

Type & provider defaults

Set the default Agent and Admin commission % on each policy type and provider.

๐Ÿ‘ค

Per-agent overrides

Give any agent a higher or lower rate โ€” percentage or fixed โ€” on their Commission tab.

๐Ÿงฎ

Auto-calculated payouts

Commission is worked out from the policy premium the moment you save it.

๐Ÿข

Admin commission

Track the agency's own commission separately from what each agent earns.

๐Ÿ“Š

Agent & Admin report

Two tabs showing agent payouts, admin commission and live totals.

๐Ÿ’น

Profit view

See profit on every policy โ€” admin commission minus agent commission.

๐Ÿ”–

Payout status

Mark each payout Pending, Paid or Cancelled with the paid amount and date.

๐Ÿ”—

Straight from policies

Every payout links back to the policy and agent it was generated from.

Works with

Better together

See every rupee you've earned

Start free and get a live picture of your commissions today.