Platform

Commission Workflow Review

From carrier statement to payout review. AI-powered extraction, confidence-aware matching, and flexible calculations.

Core workflow

Every step, ready for review

Smart Document Processing

Upload PDFs, CSVs, or Excel files and validate each carrier format during pilot. AI-assisted extraction reduces manual entry while keeping staff review in the loop.

Carrier validationScanned PDFs supportedBulk upload

AI-Powered Extraction

AI-assisted extraction reads carrier statements, highlights low-confidence fields, and improves as your team confirms corrections.

Human review flowConfidence scoringContinuous learning

Intelligent Policy Matching

Suggest policy matches using fuzzy matching, producer lookup, and carrier context so staff can review confidence before payout decisions.

Multi-criteria matchingFuzzy name matchingPolicy discovery

Flexible Commission Programs

Define commission rules that match your business—percentage-based, tiered, carrier-specific, or producer-specific overrides.

Tiered structuresPriority systemOverride support

Producer Split Management

Handle complex producer hierarchies with multi-level splits, overrides, and team structures, with payout allocation available for review.

Multi-producer splitsHierarchy supportReviewable allocation

Streamlined Payouts

Generate payout batches for review, export operational CSVs, and create branded PDF statements. Live ACH/NACHA is hard-disabled.

Approval workflowCSV exportPDF statements

Adaptive AI

Intelligence that learns

CommissionScope combines provider extraction, header normalization, and reviewed corrections. Staff still approve disputed fields and financial outcomes.

Week one, you review and correct extraction edge cases. Over time, the system learns your column names, your policy number formats, and your producer codes.

Pilot
Carrier validation
Review
Low-confidence fields
131+
Header synonyms
Adaptive Learning
Reviewed corrections can update tenant-scoped header and matching knowledge while staff retain control of financial decisions.
Header Recognition
Pre-loaded header synonyms and reviewed corrections help normalize carrier column variations.
Pattern Matching
PostgreSQL pgvector can retrieve similar reviewed patterns when the service-dependent path is configured and verified.
Confidence Scoring
Confidence data helps staff prioritize review; it does not replace financial approval.

Time savings

Manual vs. Automated

Task
Manual Process
With Commission Scope
Monthly statement processing
Manual spreadsheet work
AI-assisted review workflow
Statement reconciliation
Manual line comparison
Matched lines with review checkpoints
Error resolution
Ad hoc research
Low-confidence fields surfaced for review
Producer inquiries
Manual lookup
Operator-facing payout details

Based on average agency processing times. Your results may vary based on carrier mix and volume.

Analytics

Visibility into your commission revenue

Commission Dashboard

Operational overview of commissions by period, carrier, producer, and product line.

Trend Analysis

Review historical commission totals and period-over-period changes.

Producer Analytics

Compare producer commission and payout activity using available operational views.

Custom Reports

Support manages standard payout and commission exports. Custom builder and scheduled delivery remain gated.

Integrations

Connect your systems

API Access

By request

Limited API-key use can be scoped for selected integration projects. Broad self-service access is not shipped.

Webhooks

Pilot

Webhook management exists for integration projects; test delivery and event coverage are part of the launch-readiness work.

AMS Integration

CSV today

Import policy and producer data by CSV today. AMS connectivity is scoped as a custom implementation project.

Accounting Export

CSV export

Generate CSV exports for accounting workflows while direct QuickBooks sync remains implementation-scoped.

Security

Enterprise-grade security

Multi-Factor Authentication

TOTP authenticator support and magic link login for secure access.

Role-Based Access

Admin, manager, agent, and read-only roles with granular permissions.

Complete Audit Trail

Every action logged with user, timestamp, and before/after values.

Privacy Compliance

Manual support handles export, deletion, and consent requests while audited in-product privacy controls are rebuilt.

Producer transparency

Clear payout detail for your team

Give operations and leadership a clear view of payout statements, split logic, and supporting commission data. Producer self-service access is planned for a later launch phase.

  • Operator-facing commission visibility
  • Payout batch history and statements
  • Transparent split calculations
  • Downloadable PDF statements
2+ hrs/day
Faster payout review
Higher Trust
Transparent calculations
Operator View
Centralized payout detail
Audit Trail
Complete transparency

See Commission Scope in Action

15-minute demo. No commitment required.

Have questions? Check our FAQs or contact us directly.