Commission intelligence for insurance agencies

Stop wondering what your agency should have been paid.

EarnTrack Pro connects sales, expected commissions, carrier payments, reconciliation, reporting, and CRM activity in one controlled operating system.

Create an account See how it works

Human-reviewed financial changesTenant-isolated agency dataHighLevel connected

EarnTrack Pro

Agency workspace

OPERATING DASHBOARDCommission overview

Live

EXPECTED$18,420This month

RECEIVED$14,860Reconciled

OUTSTANDING$3,560Needs follow-up

Commission trend30 days

ReconciliationToday

MatchedCarrier payment

$1,240

ReviewPartial payment

$685

MatchedCarrier payment

$920

PAYMENT MATCHED$1,240.00Expected commission reconciled

CRM REVIEW1 change readyApproval required before push

Designed around the real commission workflow

SalesExpected commissionCarrier paymentReconciliationReporting

One system, one financial trail

Built for the work between the sale and the deposit.

EarnTrack Pro keeps operational sales data and financial commission data connected without pretending they are the same thing.

COMMISSION ENGINE

Know what you should be paid.

Turn completed sales into expected commission records using agency-specific carrier rules, schedules, and immutable calculation snapshots.

PAYMENTS & RECONCILIATION

See what arrived — and what did not.

Record carrier payments, allocate them against expected commissions, and surface partial payments, missing money, reversals, and chargebacks.

HIGHLEVEL

Keep your CRM and commission workflow connected.

Sync agency contacts and opportunities from HighLevel, then review proposed CRM changes before anything is written back.

AI-ASSISTED IMPORTS

Bring carrier statements into one review flow.

Import CSV, XLSX, and PDF statements. EarnTrack Pro normalizes and matches records while keeping a human approval step before financial data changes.

REPORTING

Give owners a clear operating picture.

Track sales, expected and received commission, outstanding balances, carrier performance, services, goals, and filtered exports from one workspace.

MULTI-TENANT

Built to grow beyond one agency.

Every organization has isolated data, its own team, settings, integrations, onboarding progress, commission rules, and launch controls.

Reusable agency onboarding

Bring every agency online with the same controlled process.

Each organization gets its own onboarding state, team, integration settings, financial configuration, validation record, and final go-live approval.

Connect

Set up the agency, team, service catalog, carriers, and HighLevel connection.

Configure

Review commission schedules, controlled fields, goals, and required CRM mappings.

Validate

Run real agency data through expected commissions, payments, reconciliation, and reports.

Launch

Submit onboarding for final platform approval, then operate from one unified dashboard.

Controls by design

Financial automation should still know when to stop.

EarnTrack Pro is built around review gates, tenant boundaries, role-based access, audit history, and explicit approval before sensitive changes are committed.

RLSTenant-scoped business data

ReviewHuman approval before financial import commit

AuditTraceable platform and agency actions

CRMApprove first, push second

Ready when the agency is

Turn commission tracking into an operating system.

Agency access is provisioned securely. If your organization has already been invited, sign in to continue setup and onboarding.

Create an account Already have an account? Sign inYour account can be connected to an agency by its administrator after signup.