Producers & Payouts · 5 min read
Download producer PDF and CSV statements
Generate branded statements for individual producers.
Open producer statements →On this page
Select a batch and producer
From Payouts select Producer statements. Under Payout batch choose a saved batch, then select a Producer and choose View statement.
Review the producer, workspace name, commission date, carrier statement, batch status, policy count, carrier paid, and producer compensation.
Review policy details and download
The statement table shows Policy, Carrier paid, Split, Producer amount, and Reconciliation. Select Download PDF to save the branded statement, or Download statement CSV for a structured export.
If you need to change the agency name on future PDF exports, update Edit profile first. Batch line-item amounts remain snapshots of the original payout calculation.
Know what is not automatic
Downloading a statement does not approve the batch, transfer money, or notify the producer. The Paid status only tracks a payment you confirmed outside SplitVerde.