Commission tracking

Commission on every policy, worked out for you.

Every sale lands in your book of business with its commission worked out from your own comp grid, for each agent, each upline and the agency as a whole.

Part of Inyoke, the dialer and CRM for insurance agencies. Updated .

See every dollar your agency earns.

Every policy lands in your book of business with its commission worked out, for each agent and for the agency.

  • Commission on every policy
  • Your comp grid, built in
  • Chargebacks and carrier debt in one report
  • Production by agent and by team

Every dollar, accounted for.

Your comp grid, built in.

Set what each carrier pays at each level. Agents see their own level and their downline's, and only the owner can change it.

Payouts by the week.

Agents see what they've earned this week, last month or any other window, without asking anyone.

Overrides for uplines.

Uplines see the override they earn on each agent below them, and agency owners see every upline's.

Carrier reports, matched.

Upload a carrier's report and Inyoke matches it to your book: what issued, what paid and what charged back.

Set it up once, and it keeps up.

  1. 1

    Build your comp grid.

    Add your levels and what each carrier and product pays at each one. Agents see the rates for their own level.

  2. 2

    Sales come in.

    Every policy, submitted from the call or added by hand, lands in your book of business with its commission.

  3. 3

    Reconcile with the carriers.

    Upload each carrier's report to mark what issued, paid or charged back, and see what's still owed back.

Your year, at a glance.

Commission, calls and business by carrier, as the dashboard shows them. The figures are sample data.

Calls

21,753

6.7%vs last year

Business by Carrier

  • Americo$230.1K
  • Aetna$180.5K
  • Royal Neighbors of America$147.8K
  • Liberty Bankers$104.8K
  • Transamerica$87.9K
  • Aflac$66.4K
  • Other carriers$117.9K

Total$935.3K

Commission

$850,054

17.8%vs last year

What commission tracking covers.

  • Commission on every policy, from your comp grid
  • A comp grid each agent reads for their own level
  • Promotional guidelines for moving up a level
  • Weekly payouts, or any date window
  • Override payouts for uplines, agent by agent
  • Every upline's payout for agency owners
  • Carrier reports matched to your book of business
  • Issued premium, placement and persistency reports
  • Chargebacks and carrier debt in one report
  • Production by agent and by team

Questions, answered.

How does Inyoke work out commission?

From your agency's comp grid. The writing agent's level and the carrier and product sold decide the rate, and Inyoke applies it to every policy in your book of business.

Can agents see their own commission?

Yes. Each agent sees their own payout for this week, last month or any window, and the comp grid for their own level and their downline's.

Does it track override commission?

Yes. Uplines see the override they earn on each agent below them, and agency owners see every upline's payout in one place.

How are chargebacks handled?

Upload a carrier's report and Inyoke matches its chargebacks to the policies in your book. The debt report shows chargebacks and carrier debt together, for each agent and for the agency.

Is commission tracking in the CRM seat?

Yes. The CRM seat is the full platform without the dialer and the quoter, so owners and recruiters who don't make calls still track every dollar.

Your best month starts here.

See how Inyoke and yoke help your agents close more and spend less time on admin.

  • Works in your browser
  • No phone system to buy
  • Bring your own leads
How many agents?

We'll reply by email to set a time. Prefer to write? support@inyoke.com