Roll up term, IUL, whole life, and annuity production across every carrier and downline agent, with commission, override, and renewal tracking that stays accurate as your organization grows.
Life and annuity businesses live and die by production tracking across a wide product mix and long compensation tails. Term, indexed universal life, whole life, and annuities each pay differently, renew differently, and are contracted at different comp levels, and an IMO has to keep all of it straight across a growing downline.
AgencyGrid consolidates it. Its insurance commission tracking software ingests each carrier’s statements, attributes production to the writing agent, applies the right comp level per product and carrier, and rolls commissions, overrides, and renewals up your agency hierarchy so your numbers are always current.
AgencyGrid is product-agnostic. Whether a policy is a 10-year term, an IUL, a whole life contract, or a fixed or indexed annuity, it is ingested, attributed, and reported the same way, with the correct contracted comp level applied for that product and carrier when computing pay and overrides.
Life business generates income for years after the sale. AgencyGrid follows first-year and renewal commissions across the compensation tail and cascades differential override commissions up the hierarchy on every policy, so uplines see projected income from both new business and the renewals already on the books.
Every life and annuity carrier statement pulled, mapped, and loaded on schedule.
First-year and renewal commissions tracked across the full compensation tail.
Differential override income computed and rolled up the hierarchy per policy.
The correct comp level applied for each product and carrier automatically.
It helps an independent marketing organization manage downline agents and track production and compensation across life and annuity carriers. AgencyGrid automates ingestion, attribution, override calculation, and renewal tracking across your whole hierarchy.
Yes. Fixed and indexed annuity business is ingested and attributed like any other product, with the correct comp level applied and overrides cascaded up the hierarchy.
AgencyGrid follows commissions across the compensation tail, so first-year and renewal amounts are attributed to the writing agent and rolled up over time, not just the initial sale.
Yes. Comp levels vary by product and carrier, and AgencyGrid applies the correct contracted level for each policy when computing commissions and differential overrides.
Connect your carriers and see production, renewals, and overrides across every product on one grid.