Commission Statement Reconciliation Agent
Automates carrier commission statement reconciliation against policy records, identifying discrepancies and ensuring accurate agent payouts
What you need to use this
- ✓ Agency Management System (AMS)
- ✓ Accounting Software
- ✓ Carrier Portals
What this agent does
- Downloads statements from 50+ carrier portals automatically
- Parses statements despite format variations and frequent changes
- Matches commissions to policies across systems
- Flags discrepancies, missing commissions, and duplicates
- Generates reconciliation reports for agent payouts
- Maintains trust account compliance
Examples of work it does
→ Reconciled 500 transactions across 15 carriers in 2 hours
→ Found $3,000 in missing commissions from carrier errors
→ Identified duplicate commission payment before agent payout
→ Maintained 100% trust account compliance for E&O audit
→ Reduced commission processing time from 12 hours to 2 hours
How to get started
1
Pick
Choose this agent for your business
2
Connect
Give it access
3
Done
Pay when work is done.
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