For U.S. insurance agencies, FMOs & IMOs
Insurance Commission Tracking Software
Stop reconciling carrier statements in spreadsheets. CommissionIQ ingests every carrier format, matches policies to producers, calculates overrides and splits, and pays your down-line — automatically.
Built for insurance commission workflows — not SaaS sales
Carrier statement reconciliation
Upload PDF, CSV, or EDI 820 statements from any carrier. We auto-match policies to producers and flag discrepancies.
Overrides & down-line splits
Unlimited hierarchy tiers. FMO → IMO → Agency → Agent. Per-carrier rules, renewals, charge-backs, and advances handled.
Every insurance line
Life, health, Medicare, annuities, P&C, group benefits. Any line, any carrier, any commission structure.
Automated producer payouts
ACH payouts on your schedule. Producers see live statements in their portal — no more support tickets.
REVO CRM ready
Native integrations push commission data back into the systems your agency already runs on.
Audit-ready compliance
Full transaction history, statement archives, and 1099 exports baked in for state DOI and IRS audits.
Why insurance agencies choose CommissionIQ over generic sales-comp tools
Tools like Spiff, Xactly, and CaptivateIQ are built for SaaS sales teams with clean CRM-sourced deals. Insurance commissions are different: statements arrive monthly from dozens of carriers in inconsistent formats, policies have renewals and charge-backs, and producers sit in multi-tier hierarchies with overrides.
CommissionIQ was built from day one for U.S. insurance distribution — agencies, FMOs, IMOs, and brokers — at a fraction of the price of AgencyBloc or NextAgency.
Ready to stop chasing carrier statements?
Free trial. No credit card. Onboard your first carrier in under an hour.
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