Guided pilots for insurance agencies
Commission Processing
Made Simple
Upload commission statements. Review matched policies, calculated splits, and payout batches before rollout.
Built for insurance commission operations
Workflow
Simple 6-Step Process
From CSV upload to payout review with clear checkpoints.
Upload CSV
Import commission statements in CSV format
Review & Validate
AI validates data and identifies issues
Match Policies
Review suggested policy matches with confidence signals
Calculate Splits
Apply configured commission programs for review
Review & Approve
Final review before payout generation
Generate Payouts
Create payout batches for producers
Capabilities
How it works
Six capabilities that replace your spreadsheet workflow.
Structured Review
Move from raw statement data to reviewable commission lines with clear checkpoints
AI-Powered Intelligence
Confidence scoring and learning from every correction
Smart Automation
Complex hierarchical commission programs made simple
Operational Security
Encryption, role-based access, and audit-log posture for pilot review
Producer Management
Complete hierarchy management with override capabilities
Precision Matching
Advanced policy matching with confidence scoring
Demo
See CommissionScope in Action
Watch the pilot workflow from statement upload through payout review.
Pilot Scope
Validate fit before rollout
Bring a small, approved carrier-statement sample. We compare extracted fields, policy matches, split calculations, payout summaries, and export needs before expanding scope.
Pilot Outcomes
What the pilot proves
Evidence to collect before live customer rollout.
“Pilot the upload, extraction, matching, and payout review path with agency-approved data before committing live operations.”
“Review low-confidence extraction fields, policy matches, and split calculations before payout decisions are finalized.”
“Keep launch scope honest: CSV import/export today, direct integrations and self-service billing only after implementation evidence exists.”
FAQ
Frequently Asked Questions
Everything you need to know about CommissionScope.
Security
Security Posture
Security controls are documented during pilot and finalized before unrestricted launch.
SOC 2 Roadmap
Controls designed for future audit
256-bit Encryption
Strong data protection for sensitive commission data
Monitored Uptime
Health checks and operational runbooks
Privacy Process
Manual requests while controls are rebuilt