What we do
Commission reconciliation tools built for insurance agents.
Turn carrier statements, contract rates, and policy records into a repeatable audit that finds missing payments, rate differences, and unexplained chargebacks.
Statement audits
Upload carrier commission statements in any format — PDF or spreadsheet. Every line is read and matched against your book of business.
Expected-vs-paid comparison
Each policy's expected commission is computed from your contracted rates, then compared to what the carrier actually paid, down to the dollar.
Weekly scan cycle
Your statements are reviewed every week, with an email summary of what was found — so problems surface in days, not at renewal time.
Dispute letters to carriers
One click sends a professional dispute letter to the carrier's commission department, quoting the policy, the amount paid, and the exact shortfall.
Recovery tracking
Every discrepancy is tracked from open to recovered, with a running total of the dollars you've won back.
Private by design
Your book of business, statements, and findings are visible only to your account. Nothing is shared with anyone but the carrier you dispute with.
From the blog
Commission tracking, reconciliation and rate comparison
Learn how to choose commission tracking software, reconcile every statement, compare life and health rate schedules, and document a carrier dispute.
- Commission tracking for Los Angeles insurance agents: how to make sure every carrier pays youTools & comparisons
- Comparing commission rates for Los Angeles life and health agents: what to check before you contractCarrier negotiations
- Commission tracking for Houston insurance agents: how to make sure every carrier pays youTools & comparisons