Run insightful insurance commission reports with a customizable report builder.

Commission data holds many insights that help you understand your agency’s overall health. Use the robust commission reporting tools in Commissions+ to identify:

  • Gaps and inaccuracies in carrier payments
  • The profitability of lead sources, products, and carriers
  • Top-producing agents/agencies
  • Top-producing products and carriers
  • Clients who qualify for a Broker Compensation Disclosure under the Consolidated Appropriations Act

Using this information, you can make informed decisions for the future, like which carriers and products you’ll offer, who you’ll staff, and how you’ll spend your money.

Commission graphs in Commissions+

High-Level Commission Analysis

Use Dashboard Analytics to access real-time, high-level overviews of trends to identify peaks and valleys at a glance. This lets you see areas that are doing well and areas that may need additional consideration. Track incoming commission payments against what you planned to receive to know when inaccuracies occur and address issues immediately.

Commission reports in AgencyBloc

In-Depth Customizable Commission Reporting

Dive deeper into insights gleaned from the Dashboard with Custom Reports. Build reports that target specific data and use it to improve your agency and make the right decisions for the future. Popular commission-based reports:

  • Total commissions received
  • Commissions not received
  • Commissions reconciliation
  • Commissions received by carrier
  • Commissions received by policy type
  • Total commissions paid out
  • Commissions paid by agent
  • Commissions paid by agency

Looking for more? Explore the Plus Suite of industry-specific solutions.

  • AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing agency management system designed to help your team increase sales, improve client retention, and stay compliant.

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  • Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

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