Getting Started · 3 min read
Prepare for your first reconciliation
What to have ready before comparing expected and paid commissions.
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
Gather your records
Have the expected commission information and the carrier-paid statement available. Review policy identifiers, commission amounts, and any carrier-specific fields before uploading.
The reconciliation tool supports CSV, Excel, and PDF workflows. The quality and structure of source data can affect matching results.
Review before saving
Inspect the imported rows and mapped fields, then review any mismatches or unmatched policies. A saved report represents a reconciliation run, not necessarily a unique set of commissions.