Built for Quebec P&C Brokers
Track every policy, split, endorsement and renewal in one place. Know your book value at a glance.
Everything you need
Stop tracking commissions in spreadsheets. CommissionIQ gives you a live view of your entire book, and checks it against what your office actually pays you.
Track every policy with premium, rate, commission and HOPs. Office splits for commercial, personal and HOPs are calculated automatically.
Split with partners on your whole book, or put staff on only the clients you choose, each with their own %. See what each person receives.
When your deal with the office changes, choose whether it applies to past terms or only from a date. Every term keeps the split it started with.
Drop in your office's monthly commission reports (Epic PDF). CommissionIQ checks their totals, compares them with your book and lists every difference, in dollars.
Clients turn green 90 days before renewal. One click renews: the new term starts and the old one goes to history.
Add mid-term endorsements with pro-rated amounts. See the actual and annualized effect on your commissions right away.
Set book value the way your contract defines it: on the office's commission or yours, your ownership share, commercial and personal multipliers, HOPs in or out.
Choose the boxes you want to see. Your next 12 months: what's booked, a forecast from your own history, and what actually came in.
Bring your current spreadsheet. Columns are recognised in English or French, duplicates are flagged, and an import can be undone.
Your upcoming renewals by email, monthly or weekly, 30, 60 or 90 days ahead, with your whole book attached in Excel and PDF as a backup.
Your renewals in Google, Outlook or Apple Calendar. Add the link once; it updates on its own as your book changes.
Give an assistant your Clients page, or a partner your dashboard and book. Every change anyone makes is kept in your activity log.
Show the client details you use: policy number, insurer, billing, payment, premium collected. Usual rates fill in, and a typo in a rate is caught before it's saved.
Compare years side by side. Export your book to Excel, with a month-by-month sheet, or to PDF for your accountant, bank or a buyer.
Changed something by mistake? Undo it in one click. A small Saved mark tells you when every change is safely stored.
Switch languages in one click. Works on your computer and your phone, and installs on your home screen like an app.
Simple pricing
Start with a 60-day free trial — no credit card required. Full access to all features. Cancel anytime.
60 days free, no card required. Then $23.99/month — cancel anytime.
Have a question? Send us a message and we'll get back to you.
