Commission tracker
See your first-year commission add up, case by case.
Each adviser logs a closed case with its policy and premium. The first-year commission fills in at the product's rate, or they type their own, and the board adds up the month and the year.
30 minutes. You choose the day and the time.
| Field | What goes in | Where it comes from |
|---|---|---|
| Policy | The product name | You pick or type it |
| Annualised premium | What the client pays a year | You type it |
| Year-1 FYC | The first-year commission | The product's rate, or your own figure |
| Partner | Who shared the case | You pick them, and it splits 50/50 |
The statement
The commission spreadsheet breaks the month you get busy
Your advisers close cases on the 3rd and the 19th. By month end you've got a rough number in your head and ten tabs nobody updated. Your unit's total arrives after the month has gone, too late to change it.
01The case
Log each case with what it's worth.
An adviser's just closed, and they won't remember the premium by the weekly meeting. They tap Closed and add each policy with its annualised premium. If the product has a rate in the app, the first-year commission fills in. If it doesn't, they type their own figure.
- One case, several policies
- Auto-calculated, or typed by you
- Notes and photos if you want them
- Priya NairTapped Closed, one case to log
02The board
Rank first-year commission month to date and year to date.
You want to know where your unit stands. A separate board adds up each adviser's logged FYC, month to date or year to date, with run rates over 30, 60 or 90 days or 6 months. You can export it to PDF for the meeting.
- Month to date or year to date
- Run rates, from logged cases
- Export to PDF
- Priya NairMost FYC month to date, from 3 logged cases1st
- Daniel TanFrom 2 logged cases2nd
- Farid IsmailFrom 2 logged cases3rd
- Wei Ling GohNo cases logged this month4th
- ExportPDF for the meeting
03The calculator
Check the rates, year by year, in one calculator.
An adviser's closed a policy, and they want to check the first-year figure before they log it. The calculator behind sign-in lists one insurer's products with first-year and renewal rates, SPI, AI, Career Benefit and APF. What it shows is an illustration from the numbers they enter.
- One insurer only, so far
- Figures come from what they enter
- Farid IsmailPicks the product, enters the premium he closed
- Year 1First-year rate and what it comes to
- Year 2 onRenewal rates, year by year
- Also listedSPI, AI, Career Benefit and APFAn illustration from what he entered
04Your pace
See what's left each week to reach MDRT.
It's September, and your newer advisers ask if MDRT is still possible this year. Each one's goals page reads the FYC on their logged cases and shows how far they are from MDRT, COT and TOT, with what's left a week and a month. It's arithmetic on what they logged, not a forecast.
- MDRT, COT and TOT
- Your agency's promotion targets
- What's left a week and a month
- MDRTReached, from the FYC on his logged cases41%
- COTReached14%
- TOTReached7%
- What's leftAn amount a week and an amount a monthArithmetic on what he logged, not a forecast
And the rest
And the small stuff in the numbers
Goes well with
Stop collecting ten commission spreadsheets each month.
Bring last month's unit totals, and we'll walk you through a sample week.
30 minutes. You choose the day and the time.
Before you rely on the figures
Will these figures match what your insurer pays?
They might not want to at first. It helps you most: the whole unit's month in one place, without collecting ten tabs, and logging the case is one step they already do.
Not always. They're the figures you logged or the rates in the app, so your insurer's statement is still the record.
No. It adds up what you've logged and shows what's left to a target you can see. It makes no promise about income, and nothing here is a typical result.
No. It doesn't track payouts or pay anyone. It's for advisers and managers who want to see the numbers.
One insurer's range today, and we'll show you which on the walkthrough. On another insurer, you can still log cases and type your own first-year figure.
Not this page. Commission maths in the app is for insurance products only. Try our commission calculator for a flat rate, tiers or a quota.
There's no public price for Palby Sales Tracker yet, so you'll get a price for your team on the walkthrough.