Troubleshooting · 4 min read
Safe troubleshooting and data-handling practices
Protect policyholder information when diagnosing a problem.
On this page
Use sample data first
Reproduce an issue with fictional policy references and amounts when possible. Remove names, addresses, account details, and other personal information from any examples you share.
Do not send login codes, payment card numbers, or full carrier statements through unsecured messages.
Capture useful diagnostics
Write down the page URL, the exact error message, the file type and size, the action you attempted, and whether the issue occurs in another browser.
For visual problems, capture only the relevant interface area and redact policyholder details before sharing.
Keep financial records separate
SplitVerde is a reconciliation and payout-tracking tool, not a bank or payment processor. Verify commission amounts against carrier records and retain your own required accounting records.