Producer commission tracking for insurance agencies

Different rates for new business and renewals, chargebacks when a policy cancels early, and one monthly statement per producer, calculated from a CSV of policies.

Start free — up to 3 producers →

New business and renewals, worked out

Import each policy with its type as the category, and give each category its own rate. A producer bonus for reaching a new-business quota is one more rule.

Chargebacks without rewriting history

Set a clawback window on the plan, for example 90 days. When a policy is cancelled inside the window, the commission is reversed as its own line in the next open period:

Closed months stay closed. Producers see the chargeback explained instead of a statement that silently changed.

Pay when the carrier pays

Plans can credit a policy on its payment date instead of the bind date, so producers are paid on commission the agency has actually received.

Vexquota does not download or reconcile carrier statements. Export what you receive into a CSV and import it; the column mapping is saved for next month.