What agents mean by commission tracking
Agents want clear answers: how much should come in, what is still Pending, who gets the agent cut, and a CSV for the CA — while the CRM keeps renewals from lapsing. InsuredBoard puts that on one Commission page with a dashboard Pending glance. Details: commission tracking feature.
Why renewals are the real commission system
First-year commission gets attention. Renewal commission builds the agency. Tracking Pending ₹ cannot invent persistency — only follow-up can. Pair the Commission page with the renewal board so the book behind those numbers stays in force.
What you get
- Pending / Paid tracking with paid dates on every policy.
- New business vs renewal totals and agent share splits.
- CSV export for your CA or month-end review.
- Owner dashboard tile for Pending ₹ at a glance.
How commission work fits the CRM
Keep every policy on the client
Type, premium, and due date are the inputs earnings depend on.
Track expected on the policy
Turn on commission with FYC / renewal rates or an expected ₹. Status starts Pending.
Mark Paid and export
When money arrives, mark Paid. Export CSV for the month when your CA asks.
Watch Pending on the dashboard
Open the home screen for a Pending ₹ glance, then jump into Commission.
See also insurance CRM for agents, pricing, and how it works.