Commission Tracking
Know what you're owed before the carrier tells you
Import carrier commission statements and reconcile them against what you expect to be paid — catch shortfalls and missing payments before they become write-offs.
What You Can Do
Statement Import
Upload a carrier CSV statement and map its columns to your policies once — reuse the mapping for future statements.
Manual Entries
Record commission payments or adjustments that don't come through a carrier CSV.
Reconciliation
Every imported entry is matched against your book of business, flagging anything that doesn't reconcile cleanly.
Missing Payment Detection
Surface policies that should have generated commission but haven't appeared in any statement yet.
Agent Payouts
Track what's owed to each producer based on their commission splits.
Statement History
Every statement ever imported stays browsable, carrier by carrier, date by date.