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 Lite User course is designed for agencies and agents who want to confidently run their own commissions and payroll in ComTrack—without confusion, rework, or constant support tickets. Most Pro users don’t need advanced troubleshooting or edge-case expertise. They need a clear understanding of how ComTrack works, how to set it up correctly, and how to use it day-to-day without second-guessing every step. This course focuses on exactly that. You’ll learn how to: - Set up your ComTrack account correctly from day one - Connect to carriers, Retrieve, and run payroll for your own business - Understand how commissions flow through the platform - Avoid common setup mistakes that create downstream issues - Use ComTrack efficiently as part of your regular workflow By the end of this course, you won’t just be “using” ComTrack. You’ll have true Pro-level mastery—able to manage your commissions and payroll with confidence, accuracy, and far less friction.

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

7 Chapters · 26 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)

      Executing the Reference feature through a CRM

    3. (Included in full purchase)

      Missing Renewals - written tutorial

    4. (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

    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

Master ComTrack as  a Lite User

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

Enroll for free