What agents mean by commission tracking
Most agents want three answers: how much should come in, how much is still pending, and how much went to sub-agents. InsuredBoard stores rates and expected amounts on the policy, shows New Business vs Renewal totals, and lets you mark Paid with a date. Export CSV when your CA asks for the month.
Built for owners, clear for agencies
Staff can enter commission on policies while working the book. The Commission page, CSV export, and dashboard Pending tile stay owner-only. Agent share % lives on the agent record and updates splits when you change it. Pair this with policy tracking and renewals so pending commission stays tied to a book that is still in force.
Calculator vs in-app tracking
Use the free commission calculator for what-if planning before a sale. Use in-app tracking after the policy is on the client — same math, stored against real rows, with Pending / Paid and export.
How commission tracking works
Turn on tracking on a policy
Enter FYC and renewal %, or an expected ₹. Status starts as Pending.
Split with agents if needed
Set the agent’s share % once. Their policies show owner vs agent amounts.
Mark Paid when credited
On the Commission page or the policy, mark Paid and keep the paid date for your records.
Export for the month
Filter by date or status, then Export CSV for your CA or books.
See also insurance CRM for agents, pricing, and how it works.