Commissions

Expected vs received, per carrier and per state — reconciled against your policies.

Setting up rates

Enter your commission schedules per carrier (and per state where they differ). Rates apply to policies automatically, producing an expected commission per policy per period.

Reconciliation

When carrier statements arrive, record what actually came in. The reconciliation view shows expected vs received, surfacing the discrepancies that spreadsheets quietly absorb — a missing member here, a clawback there.

Why it lives in the CRM

Because the policy record is the source of truth: a discrepancy links to the exact household and policy, where the fix (and the phone call) happens.