Getting Started

Welcome to AgencyComp — an affordable commission tracking platform designed specifically for insurance agents and agencies. Our software helps you import commission statements, track policies, identify missing commissions, project future revenue, and manage multiple commission structures without requiring an expensive CRM. Most of our customers choose to schedule a live demo before using the free trial so they can better understand the setup process, reports, and features available in the system. To schedule a demo, visit AgencyComp Demo Signup.

Follow the instructions below to get started quickly.

Step	Instructions	Video Link
1	Create a commission statement map to import your commission statements. Only Excel files with a (.xlsx) or (.cxv) extension can be imported.	Create a Map
2	Create new policies from your imported commissions.	Pending - Create New Policies
3	Import additional statements from the same carrier.	Add more statements
4	Generate a Missing Commission Report to identify unpaid or unmatched commissions.	Missing Commission Report

Understanding Comp Plans

A Comp Plan defines how commissions are paid on your policies. For demonstration purposes, temporary Com Plans were assigned when your policies were initially created.

Several reports within AgencyComp rely on the Comp Plan linked to each policy, including:

Pending Business - view first year commission on policies in underwriting
Revenue Projection - project revenues on your book of business up to 10 years
Projected vs Actual - compare expected commissions to those received

To improve reporting accuracy and long-term projections, we recommend creating Comp Plans that match your specific commission schedules.

Use the links below to learn more about the different Com Plan types available in AgencyComp:

MA-PDP (Medicare Advantage & Prescription Drug Plans)
Fee (ACA & Under-65 Medical)
Pct of Premium (Ancillary, Medicare Supplement, Life, LTC, CI, Accident, etc.)
Target Premium (Universal Life)
Graded (Small Group Life, Dental, STD, LTD)

Once your Comp Plans have been created, you can update the Comp Plan assigned to your policies individually or in bulk.

Learning a new system can take time, and we are here to help. If you have questions or need assistance, please do not get frustrated — contact us by phone or email and our team will gladly walk you through the process. Most customers find that a quick demo and a few training videos make getting started much easier. Click here to schedule a demo, contact support, or submit a ticket so we can help you get the most out of AgencyComp.