CaxperCaxper
Built for Independent Insurance Agents

Track Commissions.
Grow Your Business.

The simple CRM built specifically for insurance agents. Manage clients, track income, never miss residuals, and see your real profit after taxes.

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30% tax auto-calculated

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Experience how easy it is to manage your insurance business

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Add Your First Client

Start by adding a client to your portfolio. Enter their information, policy type, and carrier—all in one organized place.

app.caxper.com

Add New Client

Step 1
Client Name
Insurance Type
Carrier

Client Management

Keep all your client information organized in one place. Track policies, contact details, and important dates effortlessly.

Income & Commission Tracking

Track every commission you earn. Automatic tax calculations help you see your real profit at a glance.

Monthly Residuals

See all your recurring commissions organized by month. Track Medicare, Life, ACA, and Ancillary residuals in one clear view.

Tax Reports

Generate comprehensive tax reports for quarterly and yearly filing. Export to CSV for your accountant.

Everything You Need to Run Your Business

Simple tools designed for how insurance agents actually work

Client Management

Keep all your client information organized in one place. Track policies, contact details, and important dates effortlessly.

  • Contact information & notes
  • Policy tracking
  • Search & filter
  • Bulk import from Excel
app.caxper.com
Your Clients4 Active
SJ
Sarah Johnson
Health • Blue Cross Blue Shield
Active
JW
James Wilson
ACA • Ambetter
Active
SJ
Sarah Johnson
Medicare Advantage • Humana
Pending
RC
Robert Chen
Life • Mutual of Omaha
Active

Ready to Take Control of Your Commissions?

Join insurance agents who track their income, manage residuals, and grow their business with Caxper.

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