Extract and match carrier commission statements against what is owed, track certificate-of-insurance issuance and renewal deadlines, and surface only the real discrepancies for review.
One person often owns the entire commission reconciliation process by hand each month, extracting, cleansing, and matching carrier statements against policies.
Certificate-of-insurance tracking is a manual, easy-to-miss chore layered on top.
against policies and expected payouts
Resolve true discrepancies
A carrier commission statement for a renewed policy shows a payout well below what was expected. Automated matching flagged the variance as unresolved and routed it for review.
Try it — same review surface your operators use, with a representative decision. Nothing here is saved or sent anywhere.
Non-standard endorsement judgment, investigating genuine commission discrepancies, and non-standard COI language disputes stay with your agency operations team.
See this workflow against your own queue.
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