End the commission headache. Stop losing money to missing commissions.
Agent HQ Pro untangles the hardest parts of running an insurance agency: commission overrides and splits, bonus calculations, payment reconciliation, multi-state carrier contracting, and license compliance — all in one platform.
Welcome back
Your current sales summary and activity.
Total Active States
19
100%Total Clients
352
100%Pending Renewals
2,000
24 Overdue
200
400
600
800
1000
1200
Paid Commissions
$365,280
Unpaid Commissions
$120,451
The real work of running an agency — finally in one system
Every feature is built around the headaches agency owners actually live with: messy commissions, state-by-state contracting, and compliance that never sleeps.
Commission reconciliation
Match every carrier payment against what was earned. Instantly surface duplicates, missing payments, and which client each commission belongs to.
Overrides, splits & bonuses
Model any hierarchy: agency overrides, producer splits, team bonuses, and downline structures — calculated automatically every pay cycle.
Agency payout reports
One-click reports your agency can use to pay agents — grouped by producer, carrier, product, or period, with full audit trails.
Multi-state carrier contracting
Contract your agents with carriers across every state you operate in. Track packets, appointments, and effective dates in one place.
License & compliance tracking
A live registry of licenses, appointments, CE credits, and state requirements with proactive alerts before anything lapses.
Clients & households
A unified client record linking policies, carriers, documents, and the agent who earned the commission — no more spreadsheet hunts.
Contracts & e-signature
Health, Life, Dental, and Vision contracts with prefilled documents and electronic signatures.
Multi-agency & downlines
Manage multiple agencies, branches, and downlines from a single command center with role-based visibility.
AI ACA Quoting Assistant
A copilot that calculates subsidies, compares plans, and narrates recommendations — so agents close more enrollments, faster.
Smart CRM for agents
Next-best-action suggestions, renewal nudges, and automated follow-ups tuned for the insurance sales cycle.
Client Consent Management
Digital consent collection, tracking, and audit trails to meet CMS and regulatory requirements — fully integrated into your client workflows.
From contracting to commission payout
A workflow built around the real back-office of an insurance agency — no more spreadsheets, no more guessing who got paid for what.
STEP 01
Onboard & contract agents
Track every agent's contracting packet with each carrier, in every state — from appointment request to effective date.
STEP 02
Track commissions & splits
Every carrier payment is matched to the right client, producer, override, and bonus — automatically, as statements arrive.
STEP 03
Reconcile & pay out
See what was paid, what's missing, and what's duplicated. Generate agency-ready payout reports in a single click.
Know exactly who got paid, and why.
One workspace for the operational backbone of your agency — commissions, contracting, and compliance — with every dollar traceable back to a client and a producer.
Commission reconciliation
See paid vs. expected for every client. Duplicates and missing payments are flagged automatically.
Overrides & splits
Every override, share, and bonus tied to the right producer and hierarchy — no manual spreadsheets.
Carrier contracting
Track every agent's contracting status across states and carriers in one view.
License & appointments
Live status of licenses and carrier appointments, with alerts before anything lapses.
Active clients
2,418
MTD commissions
$84,210
Enrollments
312
Pending renewals
84
Production
Commissions & overrides
Top agents
- Maria Gonzalez$24.1k
- David Chen$18.7k
- Aisha Patel$15.2k
- Luis Ramirez$12.0k
Recent clients
View all| Client | Plan | Status | Agent | Commission |
|---|---|---|---|---|
| Carla Mendes | ACA Silver 73 | Enrolled | Maria Gonzalez | $412 |
| Jason Park | Dental + Vision | Enrolled | David Chen | $96 |
| Renata Silva | ACA Gold | Enrolled | Aisha Patel | $508 |
| Omar Haddad | Life Term 20yr | Enrolled | Luis Ramirez | $284 |
Built for an industry where trust is everything
Agent HQ Pro is built to support regulated insurance workflows and responsible data handling. It does not represent HIPAA or SOC 2 certification.
Audit-ready records
Full audit trails for commission reconciliation, agent contracting, and compliance events — exportable for regulatory reviews.
Privacy-first by design
We only collect the PII we need. Fields are encrypted in transit and at rest.
Secure cloud infrastructure
Hosted on Firebase and Google Cloud, with region-isolated projects per agency.
Role-based access
Granular permissions for agencies, producers, admins, and compliance officers.
Take the chaos out of commissions and contracting.
See how Agent HQ Pro reconciles every commission, tracks every override, and keeps your agents contracted and compliant — across every state you write in.
See Agent HQ Pro in action.
Tell us a bit about your agency and we will schedule a personalized demo with a product specialist. Most agents are booked within one business day.
30-minute live walkthrough
See commission reconciliation, override splits, contracting, and compliance on real workflows.
Tailored to your agency
We will map Agent HQ Pro to your producers, carriers, downlines, and the states you operate in.
No pressure, no commitment
Just an honest conversation about whether we are the right fit.
Prefer to reach us directly?
Request your demo
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