Reconciliation Workspace
P&C Agency Commission Reconciliation
Compare what the carrier paid with what your agency expected.
Upload the two CSV files below. CommiCheck will match the transactions and flag the ones that need attention.
Want to see an example first?
Try a sample reconciliation
Or upload your own files below.
Your existing workflow is fine. CommiCheck doesn't replace your AMS. Upload the records you're already using and let CommiCheck do the comparison.
01
CARRIER COMMISSION STATEMENT
Export your direct-bill commission statement from the carrier portal in CSV format.
Upload Carrier Statement
Required data: Policy Number, Premium, Commission
✓ Statement Attached
02
AGENCY EXPECTED COMMISSIONS
Export your expected commission records from your AMS.
Upload Agency Records
Required data: Policy Number, Premium, Commission
✓ Records Attached
Privacy First: The reconciliation engine runs entirely in your browser's memory. Your sensitive commission data never leaves your device and is not saved to your account.
Line-Item Reconciliation & Dispute Schedule
| Reconciliation Status | Policy Number | Writing Carrier | Trans Type | AMS Expected | Carrier Paid | Variance ($) | Match Tier | Carrier Dispute / Ledger Note |
|---|---|---|---|---|---|---|---|---|
| No reconciliation run yet. Attach statement files to begin. | ||||||||
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Keep using CommiCheck for your agency's commission reconciliation workflow.
$79
/month
Founding pricing may change as CommiCheck develops.