CaxperPowerful features,
simple to use
Built specifically for independent insurance agents. Every feature is designed to save you time and help you grow your business.
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
Client Management
Income & Commission Tracking
Track every commission you earn. Automatic tax calculations help you see your real profit at a glance.
- Commission tracking
- 30% tax auto-calculation
- Real profit visibility
- Multiple carriers supported
Income & Commission Tracking
Monthly Residuals
See all your recurring commissions organized by month. Track Medicare, Life, ACA, and Ancillary residuals in one clear view.
- Monthly accordion view
- Product-coded entries
- Gross & net totals per month
- Automatic commission tracking
Monthly Residuals
Tax Reports
Generate comprehensive tax reports for quarterly and yearly filing. Export to CSV for your accountant.
- Quarterly breakdowns
- Yearly summaries
- Expense categorization
- CSV export
Tax Reports
Unlock automation with Pro
Go beyond the basics with powerful automation, AI-powered insights, and tools that let your business run on autopilot.
Automatic monthly residuals — MA/MAPD, ACA, PDP, Life, MedSupp, Ancillary
Automatic chargebacks with prorated calculation
Blackout period tracking for advance policies
Recurring expenses — auto-logged every month
Receipt scanning — photo to expense automatically
Action Center — auto-tasks for incomplete client data
12-month income projection based on active book
Book of Business annual estimate
AI Copilot — summaries and income anomalies
Smart Import — AI column mapping
Email and calendar integration
Priority chat support + 1:1 onboarding
Ready to take control?
Join insurance agents who manage their business smarter with Caxper. Start tracking commissions, expenses, and residuals today.