Were you paid right?
Medicare pay comes in pieces: hourly pay, per-policy pay that changes with the season (AEP, OEP, SEP), spiffs, bonuses, and the occasional chargeback. One short paycheck is easy to miss and hard to prove weeks later. The Medicare Agent Pay Reconciler checks every paycheck against your own records, so you know right away.
How it works
- Once, about 5 minutes: copy in your agency’s written pay plan. The workbook reads it back to you so you can check it.
- As you go: log each sale (date and plan type), your hours, and any spiffs or chargebacks.
- Each payday: type the amount. You’ll see ✔ Matched or ▲ Short, with a note to your agency already written.
Good to know
- Built for privacy. Every sale gets its own client code. The code goes in your agency’s CRM, and no client names or Medicare numbers ever go in the workbook.
- One workbook, your whole year. A raise, a promotion, a new agency, or two agencies at once: add a pay plan with the date it starts, and earlier paychecks stay exactly as they were.
- Want your write-offs too? Medicare Agent Complete adds the Insurance Agent tax tracker, and every paycheck flows into your Income Log on its own: $57, a $17 saving over buying both separately.
Which one is right for me?
Your pay, your taxes, or both.
Best for: any Medicare agent, 1099 or W‑2
- ✓Every paycheck checked to the penny
- ✓Note to your agency, already written
- –Expenses, mileage & Schedule C summary
- –Quarterly tax estimates
- –Paychecks flow into your Income Log
Best for: 1099 Medicare agents who want both
- ✓Every paycheck checked to the penny
- ✓Note to your agency, already written
- ✓Expenses, mileage & Schedule C summary
- ✓Quarterly tax estimates
- ✓Paychecks flow into your Income Log
Best for: 1099 agents who only need taxes
- –Every paycheck checked to the penny
- –Note to your agency, already written
- ✓Expenses, mileage & Schedule C summary
- ✓Quarterly tax estimates
- –Paychecks flow into your Income Log
Every one includes Excel and Google Sheets editions, plus the Personal Income & Expense Tracker free.
A record-keeping tool for checking your pay against your own records and your agency’s written pay plan. It isn’t legal, tax or payroll advice, and your agency’s pay plan and records govern your pay.
What’s inside: 9 tabs
- Start Here: your routine and a status check for every step
- 1 My Pay Plan: your agency’s pay plan, read back to you for checking
- 2 Sales Log: date and plan type for each sale; client codes made for you
- 3 Hours Log: hours worked, at the hourly rate for each season
- 4 Spiffs and Bonuses: anything extra you earned
- 5 Chargebacks: what was taken back, and why
- 6 Paychecks: each paycheck marked Matched or Short, with the note written
- 7 Dashboard: what you were paid, what your records say, and what to ask
- Terms and Disclaimer: your license and how to use the workbook
What you get
- The 2026 tax year edition, in Classic Navy & Teal
- Excel and Google Sheets editions, emailed within minutes of checkout
- A filled-in SAMPLE copy of each, to see how it works
- Personal Income & Expense Tracker included free
What you need
Excel 2007 or later (2016 or later recommended), or a free Google account for the Sheets edition.
