Reference page

Query Parameters (Alphabetical)

You may pass one or more of the following parameters.
Matching is case-insensitive for strings.
Dates must be in MM/DD/YYYY format.

Parameter	Type	Required	Matching Rule
agent_name	string	Optional	Contains match
carrier	string	Optional	Contains match
client_full_name	string	Optional	Partial match, accounting for variations such as shortened names (e.g., John vs. Johnathan), presence or absence of middle names, and multi-part last names commonly found in Hispanic naming conventions.
date	string (MM/DD/YYYY)	Optional	Used only for tie-breaking
policy_number	string	Optional	Contains match against both Policy Number and Carrier Member ID

Unknown or empty parameters are ignored.

Next Steps for No Matches

If a client shows no match:

1. Verify if the relevant carrier statement has been uploaded to ComTrack.

2. If it’s from a prior period and still missing:

   • Contact the carrier

   • Check with the writing agent

   • Confirm the policy status

1. Introduction to ComTrack 0:00

• Purpose: To answer the question of whether a client has been paid.
• Com Track allows for bulk searching of client commissions instead of searching one by one.

2. Inputting Client Names 0:15

• You can paste a list of client names from various sources (CRM, Google Sheets, etc.).
• For CRM users, visit the integrations tab for seamless syncing.

3. Cross-Referencing Clients 0:44

• After inputting client names, hit 'cross-reference' to find commissions.
• Com Track recognizes partial names (e.g., 'Rob' for 'Robert', 'John' for 'Jonathan').
• Middle names may not always work; use first and last names for best results.

4. Searching by Policy and Carrier 1:58

• You can search by policy number and carrier name.
• Searches do not require exact matches; partial matches are acceptable (e.g., 'United' for 'United Health').

5. Handling Multiple Policies 2:41

• If a client has multiple policies, Com Track can differentiate them based on the input provided.

6. Recommended Search Parameters 3:08

• Recommended to use the client's full name for searches.
• You can also search by date to find commissions closest to a specified date.

7. Conclusion and Recommendations 3:53

• This tool is ideal for users not utilizing a CRM.
• CRM users should integrate with Com Track for automatic syncing and checks.