Commission Processing
Made Simple
Upload carrier commission statements. CommissionScope extracts every line, matches it to a policy with a confidence score, calculates producer splits from your commission programs, and builds a payout file ready for payroll, without the spreadsheet.
Workflow
Six steps. Less work at every one.
Upload a statement and CommissionScope does the matching and the math. Your team handles only the lines that need a look.
- 01 —
Upload Statements
Import carrier PDFs, CSVs, or spreadsheets as they arrive. No reformatting first.
- 02 —
Review Extracted Data
Document AI pulls each commission line and flags fields that need a second look.
- 03 —
Match Policies
Lines are matched to policies with normalized policy numbers and confidence scores. Only exact matches auto-accept.
- 04 —
Calculate Commissions
Your commission programs and dated producer rate overrides apply the same way every month, including multi-producer splits.
- 05 —
Approve the Batch
Splits are calculated with chargebacks included. Approve the batch when it looks right.
- 06 —
Generate Payouts
Approved batches export as CSV and branded PDF statements for your payroll or check run.
What a pilot proves
Built for insurance commission operations
Bring one approved carrier statement. In one pilot, you see:
- Every extracted line, with the fields that needed a correction
- Policy matches with the normalization evidence behind each one
- Producer splits calculated from your commission programs
- An approved payout PDF with the audit trail that produced it
Proof, not promises
This is the artifact a pilot produces from a Bowline synthetic sample statement: a carrier statement normalized for matching, the producer splits it generated, and the payout summary ready to approve.
Synthetic demo data
- Upload
PDF/CSV
- Review
12 lines
- Match
10 auto
- Calculate
$1,367.95
- Approve
2 queued
safeco_apr_2026.pdf
Carrier statement normalized for policy matching
02166046
Harbor Glassworks
Match evidence
2166046 normalized
Producer split
$420.00
PRG-EVT-00251
Northshore Marine Supply
Match evidence
Producer + policy
Producer split
$615.20
SFE/EVT-00107
Bayfront Bakery
Match evidence
Carrier format
Producer split
$332.75
| Policy | Insured | Match evidence | Producer split |
|---|---|---|---|
| 02166046 | Harbor Glassworks | 2166046 normalized | $420.00 |
| PRG-EVT-00251 | Northshore Marine Supply | Producer + policy | $615.20 |
| SFE/EVT-00107 | Bayfront Bakery | Carrier format | $332.75 |
- Statement uploaded by Operations
- Policy number normalized for match review
- Producer and house shares balanced to each line
- Payout PDF generated with agency branding
Built to Replace the
Spreadsheet Workflow
Upload a statement, match the lines, calculate the splits, and build the payout file.
- 01 —
Intelligent
ProcessingTurn raw statements into structured commission lines with document AI and a confidence flag on each field. Approved corrections stay in the agency. They do not auto-accept a match.
- 02 —
Flexible
AutomationModel percentage, tiered, carrier-specific, and producer-specific commission programs. Add dated rate overrides and multi-producer splits without a spreadsheet formula.
- 03 —
Control &
VisibilityEvery match, calculation, and approval is traceable to who did it and when. Role-based access and an audit log keep payout decisions accountable.
Built to Catch What Spreadsheets Miss
Commission management for insurance agencies has to survive carrier inconsistencies. These are the cases the workflow is designed around, taken from real statement patterns.
Leading-zero policy matches
02166046 is matched to 2166046 for review instead of creating a false missing-policy exception.
Carrier prefixes
PRG-EVT-00251 and SFE/EVT-00107 are normalized for matching while the original identifiers stay visible.
Duplicate statement lines
Repeated carrier rows are flagged before they can create duplicate calculations or payouts.
Chargebacks and adjustments
Negative commission lines stay visible and traceable through review, approval, and payout.
Producer split exceptions
Configured commission programs calculate expected splits and call out the ones that do not fit the rules.
Missing policy records
Unmatched lines are flagged for correction instead of getting buried in spreadsheet formulas.
Frequently Asked Questions
Direct answers about accuracy, carriers, timelines, security, and support.
Every extracted field and every suggested match carries a confidence score. Exact policy-number matches go straight through. Anything less certain comes to your team with its evidence to accept. Corrections you save make the next statement from that carrier cleaner, and they never auto-accept a match.
Bring one approved statement
Request a guided pilot or a demo. Upload an approved sample statement and review the matched results, split calculations, and payout evidence with our team before rollout.