SplitVerde Help Center
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Clear, practical guidance for reconciling commissions and managing producer payouts.
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Your first-day setup
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28 guides available
Getting Started · 3 min read
Welcome to SplitVerde
Understand the main areas of your commission workspace.
Read guide →Getting Started · 3 min read
Prepare for your first reconciliation
What to have ready before comparing expected and paid commissions.
Read guide →Reconciliation · 2 min read
Find and review saved reconciliations
Search reports, filter flagged runs, and open individual results.
Read guide →Reconciliation · 3 min read
Understand flagged commissions
Learn why differences need review before you act.
Read guide →Carriers & Schedules · 3 min read
Manage carriers and commission schedules
Locate the tools for carrier setup and expected commission calculations.
Read guide →Producers & Payouts · 3 min read
Generate a producer commission statement
Select a payout batch and download a producer statement.
Read guide →Account & Billing · 2 min read
Edit your agency or independent-agent name
Update the name displayed in your workspace and producer statements.
Read guide →Account & Billing · 2 min read
Understand saved reconciliation limits
How subscription limits and report history work.
Read guide →Troubleshooting · 3 min read
Troubleshoot an uploaded commission file
First checks when rows or amounts do not import as expected.
Read guide →Getting Started · 5 min read
Create your account and start your trial
Choose a plan, sign in securely, verify your email, and open your workspace.
Read guide →Getting Started · 3 min read
Set your agency or independent-agent display name
Update the workspace name used on your dashboard and future producer PDFs.
Read guide →Getting Started · 4 min read
Add your first insurance carrier
Create a carrier record before configuring schedules or saved CSV mappings.
Read guide →Getting Started · 5 min read
Configure your first commission schedule
Record a carrier rate with effective dates and avoid overlapping periods.
Read guide →Getting Started · 6 min read
Calculate expected commissions from policy premiums
Prepare the required spreadsheet, calculate expected amounts, and continue to reconciliation.
Read guide →Getting Started · 4 min read
First-day setup checklist
A practical sequence to get from sign-in to your first saved reconciliation.
Read guide →Reconciliation · 6 min read
Upload expected commissions and carrier payments
Compare two commission files and check supported formats and limits.
Read guide →Reconciliation · 5 min read
Map policy and commission columns
Correct unfamiliar spreadsheet headers and save repeat carrier mappings.
Read guide →Reconciliation · 6 min read
Import a carrier commission statement PDF
Review extracted PDF rows and understand unsupported scanned statements.
Read guide →Reconciliation · 6 min read
Understand reconciliation results and issue labels
Interpret missing, unexpected, underpaid, overpaid, and possible chargeback results.
Read guide →Reconciliation · 5 min read
Save, reopen, and export reconciliation reports
Find saved runs, export discrepancies, and understand deletion and usage limits.
Read guide →Reconciliation · 5 min read
Example: reconcile three commission policies
Try a fictional CSV example with one match and three discrepancies.
Read guide →Producers & Payouts · 4 min read
Add and rename producers
Create your producer directory before calculating payouts.
Read guide →Producers & Payouts · 5 min read
Set producer commission splits
Define producer compensation percentages with effective dates.
Read guide →Producers & Payouts · 5 min read
Assign policies to producers
Connect policy identifiers to producers for payout calculations.
Read guide →Producers & Payouts · 6 min read
Calculate policy-level producer payouts
Preview producer and agency shares using a saved reconciliation.
Read guide →Producers & Payouts · 6 min read
Approve and track payout batches
Understand pending, approved, and paid tracking statuses.
Read guide →Producers & Payouts · 5 min read
Download producer PDF and CSV statements
Generate branded statements for individual producers.
Read guide →Producers & Payouts · 5 min read
Example: a 60 percent producer split
Follow a fictional policy from assignment to statement.
Read guide →New to SplitVerde?
Start with the workspace overview and prepare your first reconciliation.
Read the getting started guide →