Commission Management Platform
Stop losing money to commission errors
Upload agency-approved sample statements. Commission Scope extracts, matches, and calculates splits with review checkpoints before rollout.
Built for insurance agencies that need auditable commission operations
Capabilities
Every step from upload to payout, reviewable
AI-Powered Extraction
AI-assisted extraction reads carrier statements, flags low-confidence fields, and improves from corrections.
Continuous Learning
System improves with each correction, building institutional knowledge for your agency.
Carrier Agnostic
Supports PDFs, CSVs, and Excel statements with validation for each carrier format during pilot.
Workflow Visibility
Track each statement through extraction, matching, calculation, and payout review.
Comprehensive Audit Trail
Operational tracking for changes and calculations, with production audit gates still verified before launch.
Advanced Analytics
Standard views and exports for commission patterns, payout review, and unmatched work.
Pilot outcomes
What the guided pilot should prove
Prove that carrier statements can move from upload to reviewed commission lines with clear correction points.
Confirm split calculations, payout batches, and statement PDFs against agency-approved sample data.
Document what is ready for rollout, what needs manual review, and which integrations require custom scope.
Pricing
Transparent pricing, no surprises
Guided pilot · Scoped rollout · No live ACH required
Starter
Perfect for growing agencies
- Up to 10 producers
- AI-powered extraction
- Basic analytics
- Email support
- Audit trail
- Mobile access
Professional
Most popular for established agencies
- Up to 50 producers
- Advanced AI extraction
- Comprehensive analytics
- Priority support
- Advanced reporting
- API access by request
- Custom integration scoping
- Advanced audit controls
Enterprise
For large agencies and brokerages
- Unlimited producers
- Multi-model AI ensemble
- Executive dashboards
- Dedicated support
- Custom reporting
- Custom workflows
- Security review support
- Pilot rollout planning
Need a custom solution? Talk to sales