CaxperTrack commissions, expenses, and residuals
without overpaying
Start with the essentials in Starter, then unlock automation, residuals, and deeper insights in Pro.
Starter
Stay organized
Built for independent agents who want to replace Excel and have their entire book organized in one place.
Best for solo agents getting started
- Up to 150 clients
- Full client profiles
- Commission auto-calculation by insurance type
- Manual income
- Expense tracking by category
- Chargebacks
- Dashboard — total income, net profit, active clients
- Tax report — annual summary ready for your CPA
- Import from Excel or CSV
- Export to PDF and Excel
- In-app notifications
- Email support
Pro
Automate growth
For agents who want their book of business to run on autopilot while they focus on closing new clients.
Best value for agents who want to scale
- Everything in Starter
- Unlimited clients
- Unlimited custom fields
- 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
Compare plans
Clients
Starter
Pro
Full client profiles
Starter
Pro
Commission auto-calculation
Starter
Pro
Manual income
Starter
Pro
Expense tracking by category
Starter
Pro
Dashboard
Starter
Pro
Tax report
Starter
Pro
Chargebacks
Starter
Pro
Import from Excel or CSV
Starter
Pro
Export to PDF and Excel
Starter
Pro
In-app notifications
Starter
Pro
Automatic monthly residuals
Starter
Pro
Automatic chargebacks
Starter
Pro
Blackout period tracking
Starter
Pro
Recurring expenses
Starter
Pro
Receipt scanning
Starter
Pro
Action Center
Starter
Pro
12-month income projection
Starter
Pro
Book of Business estimate
Starter
Pro
AI Copilot
Starter
Pro
Smart Import
Starter
Pro
Email and calendar
Starter
Pro
Support
Starter
Pro
| Starter $19/month | Pro $39/month | |
|---|---|---|
| Clients | Up to 150 | Unlimited |
| Full client profiles | ✓ | ✓ |
| Commission auto-calculation | ✓ | ✓ |
| Manual income | ✓ | ✓ |
| Expense tracking by category | ✓ | ✓ |
| Dashboard | ✓ | ✓ |
| Tax report | ✓ | ✓ |
| Chargebacks | ✓ | ✓ |
| Import from Excel or CSV | ✓ | ✓ |
| Export to PDF and Excel | ✓ | ✓ |
| In-app notifications | ✓ | ✓ |
| Automatic monthly residuals | — | ✦ |
| Automatic chargebacks | — | ✦ |
| Blackout period tracking | — | ✦ |
| Recurring expenses | — | ✦ |
| Receipt scanning | — | ✦ |
| Action Center | — | ✦ |
| 12-month income projection | — | ✦ |
| Book of Business estimate | — | ✦ |
| AI Copilot | — | ✦ |
| Smart Import | — | ✦ |
| Email and calendar | — | ✦ |
| Support | Priority chat + 1:1 onboarding |
FAQs
Can I start with Starter and upgrade later?
Yes. Begin with the core tools and move to Pro when you are ready. All your data stays intact.
Who is Starter for?
Solo agents who want a clean, affordable system for clients, commissions, expenses, and taxes.
Who is Pro for?
Agents who want to reduce manual work. Residuals, chargebacks, and recurring expenses run automatically.
Is there a contract?
No contracts. Cancel anytime. Save 15% by choosing the annual plan — billed once per year.
Built for independent insurance agents
Caxper helps you organize clients, track commissions, manage expenses, and prepare for taxes — without paying for features you do not need yet.