Straight answer, then the detail
Final Expense CRM With Commission Tracking
A CRM "with commission tracking" should mean the commission is computed from the same policy data the dialer and quoting tools use — not a separate spreadsheet an admin updates from memory. policydaddy's carrier → product → tier → age-band rate tree computes expected commission from face amount, applicant age, carrier, product and contract tier, and records commission events tied directly to policy milestones (application, submitted, paid, first-year, renewal).
Can I reconcile this against carrier statements?
Commission events give you the expected side of the reconciliation; pair them with your carrier statement review process.
Does this handle chargebacks?
Ask about your specific chargeback and lapse scenarios during a trial to confirm current handling depth.
Is commission tracking free-tier or Pro?
Full commission tracking depth and team visibility are part of Pro; the free tier includes policy and analytics for one person.
Put policydaddy through a working day.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.