Getting Started · 6 min read
Calculate expected commissions from policy premiums
Prepare the required spreadsheet, calculate expected amounts, and continue to reconciliation.
Visual workflow map · illustrative, not a screenshot
Follow the numbered instructions below. Exact button names and paths are taken from the application; actual screen captures will be added in the visual walkthrough phase.
On this page
1. Prepare a policy premium spreadsheet
Create a CSV or Excel (.xlsx) file with these exact column headings: policy,carrier,premium,effective_date. Format effective_date as YYYY-MM-DD.
The carrier values must match carriers already saved in SplitVerde. Ensure that the relevant commission schedules cover each policy's effective date. CSV files must be under 500 KB; Excel files must be under 2 MB.
2. Upload and calculate
From the dashboard select Calculate commissions. Under Policy premium spreadsheet (.xlsx or .csv), choose your file. If an Excel workbook has multiple worksheets, select the correct worksheet.
Select Calculate commissions. Review the policy, carrier, date, premium, rate, and expected amount columns.
3. Resolve issues before continuing
If Rows requiring attention appears, correct the indicated source rows or missing schedule information and calculate again. SplitVerde disables export and continuation when calculation issues remain.
Once all rows calculate successfully, select Download expected commissions CSV or Continue to reconciliation. Continue to reconciliation transfers the calculated expected rows directly without another upload.