Earn BaseEarn Base

Product Updates

Stay up to date with the latest features, improvements, and insights from the Earn Base team.

We're constantly working to make commission management simpler and more powerful for insurance agencies and sales teams. Each update brings us closer to eliminating manual commission work entirely.

From real-time tracking to automated calculations, here's what we've been building to help you save 8+ hours per week and focus on growing your business instead of managing spreadsheets.

The latest improvements to your commission management platform.

Platform OverviewJanuary 22, 2025

Complete Commission Automation

How Earn Base eliminates manual commission calculations entirely, saving insurance agencies and sales teams 20+ hours per month of spreadsheet work.

We built Earn Base with one goal: eliminate every manual step in commission management so you can focus on growing your business instead of calculating numbers.

Why commission automation matters:

Most insurance agencies and sales teams still calculate commissions manually in Excel, which leads to calculation errors, takes hours of staff time each month, and creates delays in paying agents. Manual calculations also make it nearly impossible to provide real-time commission visibility or handle complex commission structures accurately.

How our automation works:

Configure your commission rules once in the system - rates, tiers, splits, overrides, bonus structures, and adjustment rules. When sales data is entered, the system automatically applies all relevant rules, calculates base commissions, processes any splits or overrides, applies bonuses or penalties, and generates detailed reports. The calculations happen instantly and consistently every time.

What gets automated:

  • Base commission calculations with tiered structures
  • Split commission arrangements between multiple agents
  • Override payments to managers and team leaders
  • Bonus calculations based on performance metrics
  • Chargeback processing and adjustments
  • Report generation and distribution

The result: What used to take your office manager three full days every month now happens automatically in under five minutes, with 100% accuracy every single time. Teams report this saves an average of 22 hours per month.

Product PhilosophyJanuary 18, 2025

Building Trust Through Transparency

Why we believe complete commission transparency eliminates disputes and builds stronger agent-agency relationships.

Trust is the foundation of successful agencies. That's why we built transparency into every aspect of Earn Base, ensuring agents always understand exactly how their commissions are calculated.

The transparency problem:

Most insurance agents and sales reps work in commission black boxes where they get a statement with a final number but no explanation of how that number was reached. This creates distrust, leads to disputes, and forces agents to spend time questioning calculations instead of selling policies.

Our transparency approach:

Every commission calculation is broken down line by line, showing the base commission rate, any applicable bonuses or adjustments, split percentages if multiple agents are involved, override calculations for managers, and deductions for chargebacks or advances. Each line item includes the source data and calculation method used.

What agents can see:

  • Detailed breakdown of every commission calculation
  • Real-time updates as sales are processed
  • Historical records of all payments and adjustments
  • Clear audit trails for compliance and verification
  • Export capabilities for personal record-keeping

The impact:

Insurance agents spend zero time questioning their paychecks and can focus entirely on what matters most - selling more policies. Agencies eliminate commission disputes and build stronger agent relationships based on trust and clarity.

Transparency isn't just about showing numbers - it's about building the foundation for long-term success.

Feature ReleaseJanuary 15, 2025

Real-Time Commission Dashboard

Agents can now see their commission earnings update instantly as sales are recorded, eliminating the wait for month-end statements.

We've just launched our most requested feature: real-time commission tracking that updates the moment a sale is recorded.

Why does this matter?

Most insurance agents spend weeks wondering whether their big policy sale from last month has been processed yet. This uncertainty creates anxiety and makes financial planning nearly impossible.

How it works:

The moment your agency records a sale, our calculation engine processes all rules, splits, overrides, and adjustments instantly. Your dashboard refreshes to show updated earnings with detailed breakdowns of exactly how each commission was calculated.

You'll especially benefit during busy sales periods when you're closing multiple deals per week, when working on large cases where commission amounts are substantial, and when trying to hit monthly targets and need to know exactly where you stand.

No more calling the office to ask "Did my commission get processed yet?" Insurance agents know immediately, and so do their managers.

Product UpdateJanuary 8, 2025

Automated Commission Splits

Configure split arrangements once and let Earn Base automatically calculate and distribute commissions between multiple agents.

Commission splits just got effortless. Instead of manually calculating who gets what on every shared deal, you can now set up split rules once and let our system handle the rest.

Why we built this:

Split commission calculations are error-prone when done manually. Insurance agencies waste hours every month figuring out percentages, and disputes arise when agents disagree about the math.

How it works:

Set up split arrangements with pre-agreed percentages for any combination of agents. When a split sale is recorded, Earn Base automatically divides the commission according to your rules and shows each agent their exact share in real-time.

The system tracks everything transparently, so there's no confusion about who earned what. Both agents can see the original sale details, split percentages applied, and their individual commission amounts.

This eliminates disputes and ensures everyone gets paid accurately and on time, every time.

EnhancementDecember 28, 2024

Mobile-First Commission Access

Check commission earnings, view detailed calculations, and access reports from any mobile device with our optimized mobile experience.

Your commission information is now fully accessible on mobile devices, because agents shouldn't be chained to a desk to check their earnings.

What changed:

We completely rebuilt our interface to work seamlessly on phones and tablets. All the functionality you need is now thumb-friendly and optimized for smaller screens.

Key mobile features:

  • Real-time commission tracking on your phone
  • Detailed calculation breakdowns that fit mobile screens
  • Quick access to monthly and yearly earning summaries
  • Instant notifications when new commissions are processed
  • Full report access and export capabilities

Why this matters:

Agents are constantly on the move - meeting clients, attending appointments, and closing deals outside the office. Being able to quickly check commission status, verify calculations, or access reports from anywhere keeps you informed and confident.

Whether you're at a client meeting and need to reference your earnings, or you're traveling and want to check if that big policy sale came through, everything is now available in your pocket.

Commission calculations that actually work

We built this because we know how tedious commission work gets. Upload your sales data, and we'll handle the math—correctly, every time.