Getting Started · 4 min read
First-day setup checklist
A practical sequence to get from sign-in to your first saved 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
Before you begin
Have access to your email or Google account, a payment card for the trial, your carrier names and rate agreements, and sample policy or commission statements. Avoid using sensitive real customer data while learning the workflow.
Complete these steps in order
1. Choose a plan and sign in. 2. Set the workspace display name. 3. Add a carrier. 4. Create a commission schedule if you plan to calculate expectations from premiums.
5. Prepare a correctly formatted policy premium CSV or Excel file. 6. Calculate expected commissions if needed. 7. Open Reconciliation to compare expected amounts against carrier payments. 8. Review discrepancies before saving a report.
After your first reconciliation
Use Reports to reopen your saved reconciliation and inspect flagged items. Agency users who manage producer compensation can then proceed to Producers and Payouts.
A saved reconciliation is one report run; repeated uploads of the same records count as separate saved reports.