The Challenge

You Can't Make Good Business Decisions on Data You Don't Trust

Health insurance agencies rely on commissions as a primary source of income. And every type of agency needs easy, straightforward tools to help them report on their earned and paid commissions. However, using spreadsheets or generic solutions can make pulling reports and analyzing commission data extremely difficult. When data is managed and reported on manually, your agency opens the door to risk, human errors, and untrustworthy information. 

Common roadblocks include:

  • Manually managed spreadsheets create inaccurate data that provides misleading insights
  • Having data in multiple locations makes it difficult to create a full picture of organizational health
  • Inefficient data reporting limits an agency's ability to grow and prepare for the future
Graphic showing commissions reports

Our Solution

Run Insightful Commission Reports that Health Insurance Agencies Need

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

  • Gaps & inaccuracies in carrier payments
  • The profitability of lead sources, products, & carriers
  • Top-producing agents/agencies
  • Top-producing products & 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.

Want to see how this works in action?

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The Manual Way vs. the Commissions+ Way

Challenge How AMS+ Solves It
Tracking commission data in spreadsheets opens the door for human errors Commissions+ has proprietary matching technology that automatically finds inaccuracies so you can trust your data
Stitching data together from multiple sources creates an incomplete data profile Commissions+ centralizes all of your business and commission data in one location for easier management
Lacking the ability to have a full data profile impedes agency growth and future preparations Commissions+ has built-in analytic tools that give you the insight you need to make smarter decisions for the future

Trusted by Retail & Wholesale Agencies

What Our Clients Are Saying

"AgencyBloc is very user-friendly. Entering client data, posting commissions, generating commission reports, tracking marketing material, saving emails—it’s all so easy. The experience I’ve had with the help desk has been spectacular. AgencyBloc saves us time and thereby, MONEY!!!"

Tara J. | Trident Benefits

See why other agencies are switching to Commissions+.

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You've got questions. We've got answers.

Insurance Commission Reporting Software FAQs for Agencies

  • Insurance commissions reporting software helps agencies organize, analyze, and act on commission data. With Commissions+ support, your team can use commission reporting tools to review incoming carrier payments, outgoing agent and producer payments, reconciliation details, and overall commission performance in one insurance-specific solution.

  • Commission reporting can help agencies uncover gaps and inaccuracies in carrier payments, identify top-producing agents or agencies, evaluate top-performing products and carriers, and better understand the overall health of the business. These insights help your team make more informed decisions about staffing, carrier relationships, product focus, and future growth strategies.

  • Yes. Commission reporting software like Commissions+ can help agencies identify the profitability of lead sources, products, and carriers. By reviewing this data, your team can see which areas generate the strongest returns and where there may be gaps, inaccuracies, or opportunities to improve performance.

  • Agencies can use commission reporting to monitor total commissions received, commissions paid by agent, commissions paid by agency, top-producing agents, and top-producing products or carriers. This gives leadership a clearer view of individual and team performance, helping your agency recognize high performers, spot trends, and make more confident business decisions.

  • Yes. Commission reporting software can help support broker compensation disclosure requirements by giving agencies better visibility into compensation data and helping identify clients who may qualify for a Broker Compensation Disclosure under the Consolidated Appropriations Act. Commissions+ helps centralize and report on commission data so your team can access the information needed to support disclosure-related workflows. Agencies should always review requirements with their compliance or legal advisors.

  • Agencies should look for commission reporting software that offers customizable reports, dashboard analytics, reconciliation reporting, carrier and product performance insights, agent payout visibility, and tools to identify missing or inaccurate payments. Commissions+ gives agencies high-level commission analysis and in-depth custom reporting, helping teams understand what’s happening across their commission operations and where to take action next.

Schedule a demo today to get more of your agency's Commissions+ questions answered.

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Additional Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

[Report] The State of Commission Earnings & Management in the Health Insurance IndustryFree Resources[Report] The State of Commission Earnings & Management in the Health Insurance Industry
[On-Demand Webinar] See What You're Missing: AgencyBloc's Best-in-Class Commissions+ SolutionWebinar[On-Demand Webinar] See What You're Missing: AgencyBloc's Best-in-Class Commissions+ Solution
How Commissions+ Helps Health & Life Insurance Agencies Process CommissionsBlogHow Commissions+ Helps Health & Life Insurance Agencies Process Commissions
The Agency's Guide to Commissions: Process Efficiently, Uncover Missed Commissions, & Analyze PerformanceGuideThe Agency's Guide to Commissions: Process Efficiently, Uncover Missed Commissions, & Analyze Performance
Commissions Processing 101 for Health Insurance AgenciesBlogCommissions Processing 101 for Health Insurance Agencies
The Broker Compensation Disclosure & How to ComplyInfographicThe Broker Compensation Disclosure & How to Comply

Explore More Features in Commissions+

Commissions teams find efficiencies and peace of mind using Commissions+ to track their agency’s data with features, like:

Automate & Trust Your Commissions Data

Thousands of health insurance agents, agencies, and uplines across the country rely on Commissions+ to manage and track commission data accurately. See how.

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