Commission Reconciliation
Matching eight carrier statements against policy records by hand is how a shortfall goes unnoticed for months. We build the system that reconciles every statement automatically.
What we build
- Automated statement matching: Carrier commission statements matched against policy records line by line.
- Discrepancy flagging: Underpaid or missing commissions surfaced automatically.
- Producer split tracking: Commission splits calculated per producer automatically.
- Payout reporting: Statements exportable for payroll or 1099 reporting.
Implementation scope
Commission reconciliation connects to policy management, so every reconciled payment ties back to a specific policy record.