Based on all—active clients renewing over the next 12 months. Adjust the multiplier in Settings.
By renewal month · green = due within 90 days
Client Book
Year-over-Year
Compare performance across years
Clients who left, and every past term
Lost & History
iLost clients stay here with their figures, and still count in the years they were active. Use Full delete only for a client that never actually started.
Settings
Configure splits, book value multiplier, and partners
Subscription
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Office Split
Commercial
Personal
HOPs
You keep50%
Book Value Multiplier
100% unless the book is shared with a partner.
Book Value — All Active Clients (Annualized)
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Commission Split · Partners / Staff
These partners receive a % of your share of the commission. You can also assign partners to individual files when adding a client.
Add a partner or staff member
Usual rates and typo check
Add a usual rate
Renewal email
Your upcoming renewals by email, with your whole book attached as your backup.
Renewals in your calendar
A private link you add once to Google, Outlook or Apple Calendar. Every renewal shows up on its date and updates by itself.
People with access to your book
What each person can open:
Assistant · Clients only. They can add and edit clients.
Partner · Dashboard, Clients, Year View, and Lost & History. They can add and edit clients.
Only you · Reconciliation and Settings. Every change anyone makes is in your activity log below.
Activity log
Every change to this book: who, when, and what changed.
Split history
Each client term uses the split that applied when it started.
Appearance
Only changes how CommissionIQ looks for you. Saved to your account, so it follows you to any computer or phone.
Your data
Download everything CommissionIQ stores about you and your clients, or delete your account and all of its data.
⚠️Your changes may not have been saved. Please check your connection and try again — if this keeps happening, contact support.
Client fields
Field
Show
Turning a field off only hides it; nothing is deleted.
Customize your dashboard
A header, six boxes, two panels and a footer.
Place
Shows
Import clients
Each column of your file, its first values, and the field it fills. Change any that are wrong; "Skip" leaves a column out.
Your column
First values
Fills
Which book?
You can switch any time from the bar at the top.
Your free trial has ended
Subscribe to continue accessing your book of business and commission tracking.
$23.99 CAD/month
Renew Client
This will create a new entry for the next renewal cycle and archive the current one in History. Update the premium and commission details for the new term.
Premium$0
Commission (20%)$0
HOPs$0
Your Gross$0
Your Net$0
Add Client
File-Level Split (optional — overrides or adds to global partners for this file only)
Premium$0
Commission (—%)$0
HOPs$0
Gross (Comm + HOPs)$0
Office share (50%)$0
Your gross share$0
Your net earnings$0
Confirm Action
📉 Mark as Lost
Client departed. Historical data preserved. Appears in Lost tab. Can be restored.
🚫 Void Entry
Never officially started. Removed from all data streams. Cannot be restored.
Reset your password
Enter your account email and we'll send you a link to reset your password.
📧
Check your email
If an account exists for that address, we've sent a password reset link to:
Comparison
Add Endorsement
Enter the already pro-rated premium from the insurer. The system will annualize it automatically for book value using the days remaining in the policy term.
