Review criteria
- +Commission math by carrier and rate
- +Expected vs. paid reconciliation
- +New vs. renewal commission split
- +Works in Google Sheets and Excel
Insurance Commission Tracker in Insurance Agency
The Insurance Commission Tracker is a copy-ready spreadsheet for insurance agency that tracks policies, carrier, premium, commission rate, payout. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Insurance Commission Tracker”
Tabs: How to use · Commissions · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Date
- Carrier
- Policy
- Premium
- Commission rate
- Paid amount
- Status
- Business
- Expected commission
- Short-paid
- Open the Commissions tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Check each carrier statement against Expected commission; Short-paid turns red when you were paid less.
- New and renewal commission rates usually differ; split them in Business to see where income comes from.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Insurance Commission Tracker
About this template
It is built for people who want results without another subscription: agents verifying carrier commission statements. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Insurance Commission Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Agents verifying carrier commission statements
- +Anyone reconciling expected vs. paid commission
Pause before choosing when
- -Automatic carrier statement import
- -Payroll integration
About Insurance Agency
Why people consider this option
- +Track policies, renewals, and commissions without paid agency software
- +Never miss a renewal that costs you a client
- +Verify your own commission against carrier statements
What to review before acting
- -No carrier downloads or quoting built in
- -Large books eventually need an agency management system
Trust FAQ
Questions people ask before copying a template
Does the Insurance Commission Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Insurance Commission Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Insurance Commission Tracker track?
It tracks policies, carrier, premium, commission rate, payout. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.