How you track commissions?

[MedicareMillennia]

Hey everyone, please don't try to sell me a commission-tracking subscription. Yes, I've seen it already.

This was my first real "renewal season" this year and I of course had some movement within my book.

I did not realize that even if a member went from one plan to another within a company the entire commission was paid upfront and not pro-rated. I personally prefer the pro-rated commission on renewals because it makes it easier to budget.

How do you track who you've been paid for the entire year already, who is pro-rated, etc. I tried this within my CRM by using "same carrier" "new carrier" columns but failed to realize the plan 2 plan change that paid full comp up front.

Thanks.

I personally just log into each carrier portal and review the commission statement once a month. I mostly sell 3 carriers so its not too difficult. Basically just looking for month-to-month consistency and following up on any disenrollments.

 

[newbie2001]

I personally just log into each carrier portal and review the commission statement once a month. I mostly sell 3 carriers so it's not too difficult. Basically just looking for month-to-month consistency and following up on any disenrollments.

Lucky you.

I sell 7 alone on the Medicare side. Plus all the other carriers for ACA.

You know what they say, mo' money mo' problems.