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
Pick
Choose this agent for your business
Connect
Give it access
Done
Pay when work is done.
Ready to get this agent?
Let's talk about how this fits your business
Related Commission Accounting Agents
Agent Commission Split Calculator
Automates producer commission split calculations and generates accurate payout reports
Per producer per month
Premium Finance Tracker Agent
Tracks premium finance agreements and reconciles payments
Contact us
Carrier Statement Download Agent
Automatically downloads commission statements from carrier portals
Contact us