Still paying commissions off a spreadsheet?
Commission tracking software for insurance agencies, independent and captive
Set up your plans once. Producify works out every commission and bonus from your sales. You review it before anyone is paid.
$0 today · then $199/month for the whole office · cancel any time · setup included
Grace Hopper · October
$3,505.04 so far
New business ladder
19 of 20 policies
Producify is commission tracking software for insurance agencies. It takes in the sales reports you already get and works out each producer’s commission, bonuses and incentives by your own rules. You review every pay period before anyone is paid. It’s built for independent agencies and for captive agents who pay a team of licensed staff.
How Producify tracks and pays commissions
Three steps, every pay period: your sales come in, your plan does the math, you review and pay.
Bring in the sales reports you already get
Upload the report as it comes, or record a sale in a few clicks.
- It reads your columns and remembers them for next time
- A sale is never added twice
- Last year’s history can come in too
How to upload your first sales report →
Read more
Upload your sales report just as it comes. Producify reads the columns, remembers how you matched them for next time, and never adds a sale twice. If an issue date has changed, it updates that sale instead. Or record a sale in the app in a few clicks. Last year’s history can come in too, so your renewals and leaderboards start full.
Commission plans that match how you pay
A rate for each product line, then the bonuses you already run.
- Different rates by policy type or new and added business
- Tiers, boosts, milestones, streaks and team goals on top
- A plan change starts on the date you choose
Build a commission plan →Milestone, streak and team bonuses →
Read more
Set a base rate for each product line, and a different rate by policy type or business type wherever you pay differently. Then add the bonuses you already run: tiers and rate boosters, milestones, streaks, flat dollars per policy, and team bonuses everyone on the plan shares. Each person is on one plan at a time, and a plan change starts on a date you choose, never inside a month you’ve already paid.
Review every pay period before anyone is paid
Pay Team shows what each person is owed and the sales behind it.
- Monthly, twice a month, every two weeks or any day
- A Payroll Summary PDF for every run
- You pay through your own payroll, as you do today
Run a pay period with Pay Team →Pay periods and the Payouts start date →
Read more
Pay monthly, twice a month, every two weeks or on any day you choose. Before each run, Pay Team shows what each person is owed and the sales behind it. Producify works out the pay and keeps the record, with a Payroll Summary PDF for every run; you pay through your own payroll, as you do today.
Does your commission tool pay the way you do?
Every way you pay, built in.
Eleven kinds of rule. Use one, or stack several on the same plan. Each person can be on their own plan.
- Percent of premium or flat dollars per policy
- Bonuses counted daily, weekly, every two weeks or monthly
- Count everything written, or only what issued
A percent of premium or flat dollars for each product line.
4% on every Auto · $15 per Life policy
Flat dollars for each policy, for one policy type or new business only.
$25 per Auto · Private Passenger (New)
Write more of a line, and that line pays a higher rate for the whole month.
$20K Auto in the month → +1% on Auto
Sell one line, and another line pays a higher rate.
$5K Life → +1% on Auto
Several tiers, and every tier crossed adds to the rate.
$10K → +1% · $20K → +1% more
Several targets in a row. Every one crossed pays.
10 policies → $50 · 20 → $100 more
Flat dollars each time one person hits their own target.
Every 10 Auto policies → $100
Pays once ever, once a year, each pay period or on a rolling window.
500 Auto policies this year → $1,000
Pays when someone hits a goal several periods in a row.
25+ policies, 3 months running → $300
When the team’s combined numbers hit the goal, everyone on the plan earns.
Team writes 200+ policies → $100 each
Dollars for logged work like reviews and appointments.
$25 per Google review · 10 → $50 more
Send us your plan document or describe it. We build it with you, and setup is included.
Start my free 30 days →And the settings around them.
Set these once for the office. Every plan follows them.
Pay schedule
WeeklyEvery two weeksTwice a monthMonthlyAny day
A sale pays
When it’s writtenWhen it issues
Rate locked on
Written dateIssue date
Rates by
Product linePolicy typeNew or added
Chargebacks
All of itProrated by days in force
Plan changes
Start on a date you pickOld versions kept
Producify vs. a spreadsheet
| Spreadsheet | Producify | |
|---|---|---|
| Sales come in | Copied and pasted from each report | The report uploads as it comes; repeats aren’t added twice |
| Tiers, boosters and team bonuses | A formula per rule, checked by hand | Set once on the plan, worked out every period |
| Written this month, issued next | Tracked from memory | Carried into the paycheck where it issues, at the locked rate |
| Chargebacks | Worked out by hand | All or prorated, drawn from a balance at your next run |
| What a producer sees | The number you tell them | Their own paycheck, sale by sale |
| Who else sees pay | Whoever opens the file | Only the people you grant |
Still tracking commissions in a spreadsheet? See what changes.
Every paycheck shows the sales behind it
Each paycheck shows every sale behind it, with its rate and what it earned. Bonuses sit beside it with how they were earned.
- Which tier, which milestone, which month
- Team members see their own pay, and nobody else’s
- Pay rates and other people’s pay stay with you unless you grant them
Read more
Team members start with Basic access and see their own pay, and nobody else’s. Pay rates, ROI and other people’s pay stay with you unless you grant them.
One paycheck as a picture: each product line and bonus flowing into the total.
What a producer sees: the next paycheck, sales waiting to issue, and bonus progress.
Chargebacks, carryovers and commission changes
- Chargebacks: take back all of it, or only the unearned part by days in force
- Chargebacks wait in a balance you draw from at your next run
- Carryovers: written one month, issued the next, paid at the rate locked when written
- Plan changes: describe it or send the document, and we set it up from the date you pick
Chargebacks and carryovers →Commission changes: requests and approvals →
Read more
When a policy cancels, choose how the commission comes back: all of it, or only the unearned part, prorated by the days the policy was in force. It waits in a chargeback balance you draw against at your next Pay Team run, and a check never goes negative.
Split a sale between two producers. Each half is paid on that producer’s own plan, and a chargeback comes back from each half.
A sale written one month and issued the next carries into the paycheck where it issues, at the rate locked when it was written.
Want a plan changed or built for you? Describe it, or attach your plan document, and we set it up, starting on the date you pick.
See it with your own numbers.
$0 today · then $199/month for the whole office · cancel any time · setup included
Built for independent agencies
Independent agencies pay producers across many carriers and lines. Producify tracks production by line of business and works out each line at its own rate.
Rates by line, policy type and business type
Auto, Fire, Life, Health or any line you write, each with its own rate. New business, added policies and rewrites can pay differently, in your own words for them.
Production by line of business →
See what each producer wrote, line by line, month by month.
More than one office, one login
Run several offices from one login, each with its own team, plans and pay. Switch from the header; nothing mixes between them.
The commission words, explained
New to tiered plans? Read how insurance agency commissions work, how to calculate producer commissions, what a commission split is and what production credit means.
Producify works out your team’s pay from your sales reports. It doesn’t reconcile carrier commission statements today. Here’s how the two jobs differ.
Built for captive agencies
Captive agents pay a team of licensed staff on the policies they write, plus bonuses for the work around the sale.
Team member bonus plans
Pay a percent of premium or a flat amount per policy, with tiers, milestones, streaks and team goals on top.
Activities that pay
A bonus per review or appointment, logged by your team and counted by month.
National, state and league leaderboards
Share your office’s numbers to see everyone else’s.
Internet lead ROI
Upload your lead files and see which vendors turn into policies and which cost you money. Works with lead files from EverQuote, QuoteWizard, SmartFinancial, MediaAlpha, ZipQuote and more.
Life and Health credits under the Rule of 78 and 108, month by month.
Producify doesn’t connect to any carrier’s systems. Your sales and leads come from the reports your office already gets: you upload them, or record a sale by hand.
More than commissions
Employee ROI · what each hire costs, what they bring in, and the month they break even.
Lead vendor ROI · which lead sources turn into policies.
Goals and pace · where the month and the year will land at today’s pace.
Ask Ivy, your AI assistant · questions about your numbers, answered from your own data.
One price for the whole agency.
Every feature. Every team member. No per-seat fees.
Plus sales tax where it applies.
First 30 days free.
Everything included, for every team member
Pay your team
- Commission plans with tiers, boosters and team bonuses
- Chargebacks and carryovers handled for you
- Weekly, every two weeks or monthly
Lead ROI
- Upload any vendor’s lead file
- Every lead matched to the sale it became
- Cost per policy and ROI by vendor and lead profile
Employee ROI
- What each person costs next to what they write and renew
- The month each new hire breaks even
- Compare producers side by side
Ask Ivy
- Ask about sales, pay, leads or goals
- Answers from your own numbers, always current
- A weekly brief every Monday
Sales tracking
- Upload your reports or add sales in the app
- By producer, product, source and state
- Split a sale between two producers
Goals and leaderboards
- Goals for the office or one person, with pace
- Track calls, quotes, reviews and more
- National, state and league leaderboards
Your team
- Permissions, page by page, person by person
- Calendar, time off and remote days
- Every office under one login
Setup and support
- Setup with us, included
- Support from people who run agencies
- Your data, downloadable any time
Add-ons: another office +$99/mo · AI+ (more Ivy usage) +$50/mo
Before you ask
Is Producify for independent or captive agencies?
Both. Independent agencies use it to pay producers by line of business. Captive agents use it to pay licensed team members their commissions and bonuses.
How do insurance agencies track producer commissions?
Most start in a spreadsheet: the sales report goes in, and a formula per rule works out each producer’s pay. Commission tracking software works from the same report, applies every tier and bonus rule each pay period, and keeps a record of what was paid.
How do captive agents pay team member bonuses?
Usually a percent of premium or a flat amount per policy, with bonuses for volume, cross-sells and activities like reviews. Producify works these out from the office’s own sales report each pay period.
Can it pay commission the way we already do?
Yes. Monthly, twice a month or every two weeks. Base rates by product. Tiers, boosters, milestones, streaks and team bonuses. Chargebacks in full or prorated. You review every pay period before anyone is paid.
Will my team see each other’s pay?
No. Team members start with Basic access: Home, the office’s sales, Leaderboards, the calendar and their own pay. Pay rates, ROI and other people’s pay stay with you unless you grant them.
Do I have to run payroll through Producify?
No. Pay is optional. Upload the sales and lead reports you already get and you have everything else: sales trends, lead conversion and ROI, team performance, goals and pace, leaderboards and Ask Ivy. Turn on pay whenever you’re ready.
How do my sales get in?
Upload the sales and lead reports you already receive, or record a sale in the app in a few clicks. Last year’s history can come in too, so your renewals and leaderboards start full.
How are chargebacks handled?
In full or prorated, you choose. A chargeback goes into a balance you draw against when you run Pay Team.
What does it cost?
$199 a month per office, with every feature and every team member included. No per-seat fees, and setup with us is included. Your first 30 days are free: you add a card when you sign up and aren’t charged until day 31.
Is there a free trial?
Yes. Your first 30 days are free. You add a card when you sign up and aren’t charged until day 31. Cancel any time before then in Settings and you pay nothing.
Does it reconcile carrier commission statements?
No. Producify works out what you pay your team. Reconciling what carriers pay the agency is a different job.
Does it connect to my carrier’s systems?
No. You upload the sales and lead reports your office already gets, or record a sale by hand.
Can I run more than one office?
Yes. One login for every office, switched from the header. Each extra office is $99 a month.
How do I sign up?
Create your account, and we’ll set it up with you. Setup is included. Your first 30 days are free: you add a card when you sign up and aren’t charged until day 31.
Stop doing commissions in a spreadsheet.
30 days free, then $199/month for the whole office. Cancel any time. Setup done with you, included.
Start my free 30 days →