Commission tracking
Set the carrier grid once. Every policy works out its own commission, so you can see what is paid, scheduled, owed, and projected.
Built for insurance agencies that live on the phone.
Illustrative demo data · DEMO-2007
Grace Okafor
Commission
First year
$1,440.00
Paid
$1,440.00
Owed
$0.00
Renewals
$518.40
Jordan Lee (Demo)$1,440.00
First year
$1,440.00
PaidPaid Oct 22, 2026
Years 2 to 10: $57.60 a year, $518.40 projected.
How this was worked outIllustrative demo data
Sample book for October 2026, plus renewals in the following 30 days. Projected amounts are estimates from the sample grid, not reconciled carrier payments.
$3,702.00
$3,384.00
$4,933.20
$207.60
The book
01
Open a policy and the commission is already worked out. You see the premium, the annualized premium, the grid level, and each payout line with a status.
See the policy cardGrace Okafor$1,440.00
Paid02
Anniversary lines sit in their own window. Each one carries a projected amount from the renewal rate on your grid, so you can see what is coming before the date arrives.
See the renewals3$207.60
03
The book holds owed, scheduled, paid, and projected in one place. Owed means the expected date has passed and nothing has posted. You know who to chase before it slips through.
See the book04
Choose an agent and read that month's lines: what posted, what is still owed, what is scheduled, and what is only projected. The commissions views export to CSV.
See it by agentThe grid
A carrier row holds a first-year level and a renewal rate. RevRing.com applies that row to the policy premium and posts the lines. You do not retype the commission.
Aetna
Mutual of Omaha
American Amicable
Corebridge
These levels are illustrative demo data for the sample book. They are not a carrier's published schedule.
How this was worked out
Grace Okafor, policy DEMO-2007. American Amicable, Whole Life. The steps below are the same ones on the policy card.
Projected means an estimate from the grid. It is not a reconciled carrier payment.
The sample book
The same illustrative book, read as a policy card, a renewals window, the full ledger, and one month by agent.
Illustrative demo data · DEMO-2007
Grace Okafor
Commission
First year
$1,440.00
Paid
$1,440.00
Owed
$0.00
Renewals
$518.40
Jordan Lee (Demo)$1,440.00
First year
$1,440.00
PaidPaid Oct 22, 2026
Years 2 to 10: $57.60 a year, $518.40 projected.
How this was worked outIllustrative demo data. Renewals in the next 30 days.
Renewals in 30 days
3
Projected
$207.60
Sample book
| Client | Carrier | Product | Premium | Renewal | Projected | Status |
|---|---|---|---|---|---|---|
| Walter BriggsDEMO-2003 | Aetna | Whole Life | $118.00 monthly | Nov 4, 2026 | $70.80 | Projected |
| Sofia GrantDEMO-2009 | American Amicable | Whole Life | $88.00 monthly | Nov 15, 2026 | $52.80 | Projected |
| Ben AdlerDEMO-2012 | Corebridge | Term Life | $140.00 monthly | Nov 20, 2026 | $84.00 | Projected |
Walter Briggs
ProjectedRenewal · 5% · Basis $1,416.00
$70.80
Sofia Grant
ProjectedRenewal · 5% · Basis $1,056.00
$52.80
Ben Adler
ProjectedRenewal · 5% · Basis $1,680.00
$84.00
Illustrative demo data. October commission lines.
| Policy | Agent | Line | Basis | Rate | Amount | When | Status |
|---|---|---|---|---|---|---|---|
| Priya NatarajanDEMO-2002 · Aetna | Jordan Lee (Demo) | First year | $1,620.00 | 110% | $1,782.00 | Due Oct 15, 2026 | Owed |
| Dale HutchinsDEMO-2008 · American Amicable | Taylor Brooks (Demo) | First year | $1,536.00 | 125% | $1,920.00 | Due Oct 18, 2026 | Owed |
| Ellen WhitfieldDEMO-2005 · Mutual of Omaha | Sam Rivera (Demo) | First year | $1,764.00 | 100% | $1,764.00 | Nov 1, 2026 | Scheduled |
| Owen ParkDEMO-2010 · Corebridge | Jordan Lee (Demo) | First year | $1,800.00 | 90% | $1,620.00 | Nov 10, 2026 | Scheduled |
| Nina CastilloDEMO-2011 · Corebridge | Sam Rivera (Demo) | First year | $1,344.00 | 90% | $1,209.60 | Paid Oct 3, 2026 | Paid |
| Marcus BellDEMO-2001 · Aetna | Sam Rivera (Demo) | First year | $1,104.00 | 110% | $1,214.40 | Paid Oct 8, 2026 | Paid |
| Ruth DelgadoDEMO-2006 · Mutual of Omaha | Jordan Lee (Demo) | Renewal | $1,224.00 | 5% | $61.20 | Paid Oct 14, 2026 | Paid |
| Carlos MendezDEMO-2004 · Mutual of Omaha | Taylor Brooks (Demo) | First year | $1,008.00 | 100% | $1,008.00 | Paid Oct 20, 2026 | Paid |
| Grace OkaforDEMO-2007 · American Amicable | Jordan Lee (Demo) | First year | $1,152.00 | 125% | $1,440.00 | Paid Oct 22, 2026 | Paid |
Priya Natarajan
OwedFirst year · 110% · Basis $1,620.00
$1,782.00
Dale Hutchins
OwedFirst year · 125% · Basis $1,536.00
$1,920.00
Ellen Whitfield
ScheduledFirst year · 100% · Basis $1,764.00
$1,764.00
Owen Park
ScheduledFirst year · 90% · Basis $1,800.00
$1,620.00
Nina Castillo
PaidFirst year · 90% · Basis $1,344.00
$1,209.60
Marcus Bell
PaidFirst year · 110% · Basis $1,104.00
$1,214.40
Ruth Delgado
PaidRenewal · 5% · Basis $1,224.00
$61.20
Carlos Mendez
PaidFirst year · 100% · Basis $1,008.00
$1,008.00
Grace Okafor
PaidFirst year · 125% · Basis $1,152.00
$1,440.00
Illustrative demo data. October totals by agent.
| Agent | Owed | Scheduled | Paid | Projected |
|---|---|---|---|---|
| Sam Rivera (Demo) | $0.00 | $1,764.00 | $2,424.00 | $52.80 |
| Jordan Lee (Demo) | $1,782.00 | $1,620.00 | $1,501.20 | $0.00 |
| Taylor Brooks (Demo) | $1,920.00 | $0.00 | $1,008.00 | $154.80 |
Sam Rivera (Demo)
Jordan Lee (Demo)
Taylor Brooks (Demo)
Questions
The expected date has passed and no payment has been posted. The line stays in the book so you can follow up before it slips through.
Projected is an estimate from your grids. It is not a reconciled carrier payment. Keep that estimate separate from money that has posted.
No. You set the carrier grid once. Each policy applies that grid to its premium and posts the lines.
Yes. The commissions views export to CSV so you can take the book into a spreadsheet.
Book a demo and walk a policy from the carrier grid to the payout line, then the renewals and the book.
Book a demo