Commission Tab
Commission reconciliation shouldn't require rebuilding the same spreadsheet every month.
If your team is pulling carrier statements, checking the AMS, comparing deal sheets, and then opening QuickBooks to see whether the money actually hit the bank, you're doing more than a commission close. You're reconstructing the numbers.
CommissionTab brings those pieces together. We reconcile carrier statements against your agency's deal records and actual bank deposits so you can see what was expected, what was received, what was paid to producers, and what still needs to be resolved.
No AMS migration. No IT project. No software commitment. Just send us the files your agency already uses.
An AMS is built to track policies, transactions, producers, and expected commissions. That's not the same thing as knowing whether the carrier paid you correctly — or whether that commission deposit actually cleared your bank.
That's where the month-end work starts.
A carrier statement comes in. Someone pulls the deal register. Another person checks QuickBooks. There's an adjustment that doesn't match the original transaction. A bordereau carries business forward from a prior month. A financed account shows up in the bank with a description that tells you almost nothing. Then someone has to determine which numbers belong together.
CommissionTab does that reconciliation work for you.
The owner, commission manager, and producer may be looking at the same book of business, but they don't necessarily need the same view.
Straightforward transactions are rarely the problem. The difficult work is in the exceptions — the transactions that don't fit neatly into a spreadsheet.
A policy can appear across multiple bordereaux as premium and commission develop over time. A simple duplicate check can make those transactions look like duplicates when they're actually successive reporting on the same business.
CommissionTab maintains the underlying policy identity and follows the transaction through its reporting history, including 30-, 60-, and 90-day aging.
For books involving carriers such as Hartford or PIE, payroll-based adjustments can change the commission calculation after the original policy transaction.
The goal isn't to flag every difference. It's to distinguish a legitimate audit adjustment from a commission amount that genuinely needs investigation.
With financed business through providers such as Ascend or ETI, the bank deposit may not contain a useful policy reference. The money is there. The memo may be blank or unhelpful.
CommissionTab uses the transaction information around the deposit to connect the cash back to the underlying policy and commission record.
A carrier statement can say a commission was paid. That doesn't necessarily mean the cash has cleared your agency's bank.
CommissionTab checks the carrier-side transaction against the QuickBooks bank register so you know what has actually been received before producer commissions are released.
With a manual process, the same problems keep coming back:
Answer five quick questions about your agency, carrier mix, producer splits, and month-end process. We want to understand how your current reconciliation actually works before we touch the data.
Send us two or three months of your normal exports:
PDFs and CSVs are fine. There is no API integration or AMS migration involved.
We match the carrier statements to your agency records and then verify the commission payments against the bank activity. We don't just look for differences. We identify what the difference means.
Within seven days, we'll give you a one-page Commission Control Scorecard showing what reconciled, what remains outstanding, missing statements, unmatched transactions, bank deposits requiring investigation, and where your current process is creating unnecessary manual work.
Then we'll walk through the findings with you on a 15-minute call.
If everything reconciles cleanly, you'll know it. If there are recurring exceptions, missing controls, or unnecessary manual work, we'll show you exactly where they are and what CommissionTab can take over.
No commitment either way.
A multi-producer commercial P&C agency writing a significant volume of contractor business across more than ten wholesale and direct carriers.
Month-end commission reconciliation was taking more than three days. The team was working across carrier PDFs, deal spreadsheets, and QuickBooks, with rolling bordereaux and financed transactions creating additional uncertainty around what had actually been paid.
Carrier statements are brought into a single reconciliation process, transactions are matched against the agency's records and bank activity, and unresolved items are separated into an exception report — so the team isn't rebuilding the commission workbook from scratch every close.
CommissionTab isn't an AMS replacement. Your AMS remains the system of record for policies, transactions, and agency activity. CommissionTab sits alongside it and answers a different question: did the commission we expected actually get paid — and can we prove where it landed?
There is no AMS migration, API implementation, or carrier integration required to run the audit. We work from the carrier statements, agency exports, and QuickBooks files your team already downloads.
It removes one of the most repetitive parts of the bookkeeper's month-end workload. Instead of spending hours comparing carrier PDFs against spreadsheets and bank transactions, your bookkeeper gets a reconciled list of exceptions that actually require human judgment. The bookkeeper still owns the close. CommissionTab makes the close easier to manage.
For the reconciliation, we only need the information required to match transactions — primarily policy references, transaction details, and dollar amounts. You can redact client addresses, tax IDs, and other unnecessary personally identifiable information before sending files.
Your agency already has the data. Carrier statements show what was reported. Your agency records show what was expected. QuickBooks shows what actually reached the bank. The problem is that those three sources don't reconcile themselves. CommissionTab does.
We'll use your own recent commission files to show you what's clearing, what's outstanding, and where your current reconciliation process is costing your team time.
Tell us about your month. 5 quick questions — no sales pitch, no obligation.