Sales commission software for insurance brokers
Broker commission is built on renewals — recurring income at different rates for new and renewing business, with cancellations clawing back mid-term.
How commission works in insurance brokers
Brokers earn a percentage of premium, usually at one rate for new business and a different (often lower) rate on renewals, which then recur each year the policy stays on the books. Overrides and profit-share from insurers can sit on top.
Where the spreadsheet breaks
Renewal commission is recurring and has to be tracked policy-by-policy across years, new and renewal rates differ, and a mid-term cancellation claws back the unearned portion — none of which a flat spreadsheet tracks well over time.
How Commit handles it
Commit calculates commission on business synced from HubSpot as deals, with tiered rates, splits and a clawback when a deal is reversed after payment. It doesn't currently track recurring renewal commission policy by policy, so a broker whose pay depends on renewals should test its plan in the free trial first.
See it on your own plan
Commit models insurance brokers’ commission — thresholds, splits, clawbacks and all — and shows every rep exactly how their number was built.
Frequently asked questions
Does it pay recurring renewal commission?
Not policy by policy across years. Commit calculates commission on each deal as it closes, so a renewal recorded as its own deal in HubSpot is paid when it closes.
Can new and renewal business pay different rates?
Whether new and renewal business can pay different rates depends on how they are recorded in HubSpot. Test your structure in the free trial before switching.
See commission software for other industries.