Track marketplace enrollments and carrier commissions across plan years, monitor retention through renewals and re-enrollment, and roll production up your downline automatically.
ACA is a book-retention business built on an annual cycle. Enrollments cluster in Open Enrollment, commissions come from carriers on marketplace plans, and the real value is the book that renews and re-enrolls year after year, which makes retention the number that matters most.
AgencyGrid tracks that cycle end to end. It ingests carrier commission files into its insurance commission tracking software, attributes each enrollment to the writing agent by NPN, and monitors retention across renewals and re-enrollment, so you can see your book’s health at a glance instead of rebuilding it every plan year.
Every marketplace enrollment is attributed to the writing agent and rolled up your hierarchy, with carrier commissions ingested and checked by commission reconciliation against what should have been paid. Managers see their team’s book, agents see their own, and the agency sees the whole marketplace book in one place.
The ACA book is only as valuable as the members who stay. AgencyGrid tracks retention through renewals and re-enrollment across plan years with the same policy persistency reporting that watches lapse in any book, so you can spot attrition early, protect the renewing book, and understand true year-over-year production rather than treating every Open Enrollment as a fresh start.
Marketplace commission files pulled, mapped, and loaded on schedule.
Carrier pay checked against expected, with shortfalls flagged in dollars.
Renewal and re-enrollment retention tracked across plan years.
Enrollments and production rolled up cleanly across your hierarchy.
It helps a marketplace agency track enrollments, carrier commissions, and book retention across plan years. AgencyGrid automates ingestion, attribution, reconciliation, and retention tracking across your downline.
Yes. AgencyGrid tracks retention through renewals and re-enrollment across plan years, so you can see year-over-year book health rather than treating each Open Enrollment as a reset.
Carrier commission files are ingested and reconciled against expected pay, with underpaid, missing, and charged-back policies flagged so you can chase discrepancies.
Yes. Every enrollment is attributed to the writing agent by NPN and rolled up through your downline, with role-scoped views for agents, managers, and the agency.
Track enrollments, commissions, and retention across plan years on one grid.