Built for final expense telesales
A commission spreadsheet that lives apart from the policy record always drifts out of sync. policydaddy computes and records commission from the same carrier/product/tier/age-band data that drives the policy lifecycle.
Carriers → carrier products → product tiers → age-band rates form a lookup tree so commission on a sale can be computed from face amount, applicant age, carrier, product and your contract tier — not looked up by hand in a PDF rate card.
`commission_events` link directly to `policy_milestones` (application → submitted → paid → first-year → renewal), so a commission record always traces back to a specific policy stage instead of a disconnected ledger line.
Because the rate tree, the policy record and the commission events share one schema, an agency can trace "what should this pay" against "what was recorded" without exporting to a separate reconciliation sheet.
It's designed to work alongside statement review — the commission events give you the expected side of the reconciliation against imported carrier statements.
Yes, contract tiers and age-band rates are configurable per carrier and product in the carriers settings area.
Contacts, policies and analytics for one person are included free; commission tracking depth and team features are part of Pro.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.