Carrier commissions matched for brokerage review.

We need carrier statements, deposits, and policy records to agree before commission review. Our team still matches the sources each cycle. Can you build that worklist and keep it current?

Mage

Yes. We’ll build it, check the result with your team, and keep it running.

Reconcile carrier commissions
Review missing and aged commissions
Prepare producer commission inputs
Use maintained data for answers, charts, and approved AI work

Choose one workflow to start. We’ll work out the scope and plan together.

Overview

We build it. Your team puts it to work.

Prepare matched carrier commissions and a traceable exceptions list for brokerage accounting.

We handle the implementation

We connect the agreed sources, build the workflow, and check the prepared commission reviews with your team.

We keep the work running

Recurring runs, checks, and safe recovery stay with us. Decisions that need your judgment come to your team.

You use the result

Ask which commissions are unmatched, chart aged exceptions, and prepare approved carrier follow-ups.

Three workflows we can take off your team’s plate.

For agency accounting and commission operations leaders. Start with the output you need most, then expand when it works for your team.

Commission reviewsFrom carrier statements

Match policies

Check deposits

Statement cycle

Reconcile carrier commissionsMatch carrier statements to deposits and policy records. Separate partial receipts and unexplained differences.

Keep cancellations, endorsements, and expected-versus-received amounts clear.

Focus the reviewAged worklistsExpected receipts

Check age

Review unpaid commissionsCheck expected commissions. Show unpaid carrier items.

Producer reviewsReceipts and splitsReview cycle

Apply splitsCheck totals

Prepare producer inputsCombine receipts and splits. Use approved pay rules.

From source records to commission reviews.

Your agency systems manage policies and commissions. We bring the remaining carrier statements and deposits together and check the reconciliation your commission team reviews.

Commission reviews

InputCarrier statements

RuleMatch policies

CheckCheck deposits

TimingStatement cycle

OutputCommission reviews

ForCommission ops

Start with trusted recordsReview policies and deposits. Confirm expected amounts.

Reconcile carrier/policy references, currency, and statement totals.

Statement cycle

Carrier statements

Match policies

Check deposits

Build around your rulesUse approved rate rules. Hold unmatched receipts.

Reference

Policy IDsP1042

Receipt totals$1,240

ResultChecked

Prepared

Policy IDsP1042

Receipt totals$1,240

ResultChecked

Check the resultMatch carriers and policies. Reconcile currency and totals.

Launch commission reviewsReady for review

Approve the launchYour team reviews the result. Keep required approvals.

Keep your commission reviews ready after launch.

Keep carrier receipts and commission exceptions current. Accounting sees unresolved amounts before the statement review.

Commission reviewsResult reviewed

Match policies

Late carrier statementRecovery checked

Commission reviews rechecked

Recover within the rulesWait for the required statement and recheck the affected receipts. Entitlement, adjustments, and compensation decisions go to your team.

Check commission reviews

41commission rows ready

2commission rows held

Commission reviews checked

Check for exceptionsCheck links and partial receipts. Hold unmatched amounts apart.

Meet the delivery windowAgree peak volumes. Plan the delivery window.

Use the same data to answer the next question.

Ask which commissions are unmatched, chart aged exceptions, and prepare approved carrier follow-ups.

Which carrier commissions remain unmatched or overdue?

Your systems stay. Your team stays in control.

Your agency systems stay in place. The brokerage approves commission treatment, producer compensation, and payment.

Runs where you need it

Team spaces

Access you control

FinanceF

Draft

GrowthG

Review

OperationsO

Live

Your systems

Keep your systems

Use agreed sources. Choose where it runs.

Your decisions

Control access

Set team access. Review each change.

Our support

Get ongoing help

Get help with issues. Plan agreed changes.

Explore enterprise

Start with your commission reviews.

Tell us what your commission reviews must contain, who uses the result, and when it is needed. We’ll work with you on implementation, result checks, and ongoing operation.