Step-by-Step Learning

This course walks you through ComTrack exactly the way real Pro users use it. Each lesson is broken into practical, bite-sized steps so you can confidently set up accounts, troubleshoot issues, and avoid costly mistakes.

Quizes

Short quizzes reinforce what actually matters. They make sure you understand the workflows, edge cases, and “gotchas” you’ll encounter when working with real agencies and agents—not just the theory.

Mastery

This is the complete ComTrack Expert certification. You’ll go from beginner to fully qualified, with the knowledge and confidence to set up Pro users end-to-end and handle advanced scenarios.

About the course

The ComTrack Expert Course is designed for people who want to get paid helping Pro users set up ComTrack the right way. Most agencies don’t struggle because ComTrack is complicated—they struggle because commission data is messy, carrier statements are inconsistent, and payroll rules vary by agency. This course teaches you how to navigate all of that confidently. You’ll learn how to: - Set up new Pro accounts efficiently and correctly - Configure carriers, Retrieve, and payroll without breaking anything - Understand how real agencies structure compensation and overrides - Spot and fix common issues before they turn into support nightmares - Save clients hours of time every month by doing things right the first time By the end of this course, you won’t just “know ComTrack.” You’ll be certified as a ComTrack Expert—ready to work directly with Pro users, deliver real value, and get paid for your expertise.

Evan MacGuffie

Hey there! I'm Evan, the founder of ComTrack and the one who will be taking you through the Expert course. I was originally an insurance agent. I made a lot of sales but there was no good software on the market for me to track my commissions, so I had a developer build me a tracker. It worked super well and would later blossom into ComTrack!

Curriculum

11 Chapters · 41 Lessons

  1. 1

    Digesting statements

    1. (Included in full purchase)

      Drag & Drop

    2. (Included in full purchase)

      Rejected

    3. (Included in full purchase)

      Email

    4. (Included in full purchase)

      Zapier

    5. (Included in full purchase)

      Retrieve

    6. (Included in full purchase)

      Digest - quiz

  2. 2

    File Management

    1. (Included in full purchase)

      Overview of File Management

    2. (Included in full purchase)

      File Management - quiz

  3. 3

    All Time Data

    1. (Included in full purchase)

      Explanation of All Time columns

    2. (Included in full purchase)

      Top buttons and Months

    3. (Included in full purchase)

      How files from FMOs are displayed

    4. (Included in full purchase)

      All Time - quiz

  4. 4

    Dashboard

    1. (Included in full purchase)

      Overview of Dashboard

    2. (Included in full purchase)

      Dashboard - quiz

  5. 5

    Missing Commissions

    1. (Included in full purchase)

      Did I get paid on all of my applications?

    2. (Included in full purchase)

      Missing Renewals - written tutorial

    3. (Included in full purchase)

      Missing Commissions - quiz

  6. 6

    If/Then Rules

    1. (Included in full purchase)

      Fundamentals & Default Rules

    2. (Included in full purchase)

      Agent Name corrections

    3. (Included in full purchase)

      Agent Name not given

    4. (Included in full purchase)

      Creating Rules using Zapier

    5. (Included in full purchase)

      If/Then Rules - quiz

  7. 7

    Calculating Agent Payroll

    1. (Included in full purchase)

      Agent Comp Plans: Basic

    2. (Included in full purchase)

      Agent Comp Plans: Medium

    3. (Included in full purchase)

      Agent Comp Plans: Complex

    4. (Included in full purchase)

      Base Payroll

    5. (Included in full purchase)

      Assigning Agents to Comp Plans: Complex

    6. (Included in full purchase)

      Flagging NTC and P2P

    7. (Included in full purchase)

      Diagnosing and fixing issues

    8. (Included in full purchase)

      Agent Payroll - quiz

  8. 8

    Uplines

    1. (Included in full purchase)

      Assigning Uplines and Comp Plans

    2. (Included in full purchase)

      Your Spread, Dashboard Modes

    3. (Included in full purchase)

      Uplines - quiz

  9. 9

    Payroll History

    1. (Included in full purchase)

      Payroll History

    2. (Included in full purchase)

      Payroll History - quiz

  10. 10

    Team Portals

    1. (Included in full purchase)

      Agent & Upline Portals, Publish

    2. (Included in full purchase)

      Staff Access

    3. (Included in full purchase)

      Team Portals - quiz

  11. 11

    How the insurance industry works

    1. (Included in full purchase)

      Hierarchies

    2. (Included in full purchase)

      How Insurance Commissions work

    3. (Included in full purchase)

      Industry - quiz

Get Certified as a ComTrack Expert

Get certified, work with Pro users, and get paid for your ComTrack expertise.

Enroll for free