SplitVerde Help Center
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Clear, practical guidance for reconciling commissions and managing producer payouts.
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Your first-day setup
Getting Started
8 guides available
Getting Started · 3 min read
Welcome to SplitVerde
Understand the main areas of your commission workspace.
Read guide →Getting Started · 3 min read
Prepare for your first reconciliation
What to have ready before comparing expected and paid commissions.
Read guide →Getting Started · 5 min read
Create your account and start your trial
Choose a plan, sign in securely, verify your email, and open your workspace.
Read guide →Getting Started · 3 min read
Set your agency or independent-agent display name
Update the workspace name used on your dashboard and future producer PDFs.
Read guide →Getting Started · 4 min read
Add your first insurance carrier
Create a carrier record before configuring schedules or saved CSV mappings.
Read guide →Getting Started · 5 min read
Configure your first commission schedule
Record a carrier rate with effective dates and avoid overlapping periods.
Read guide →Getting Started · 6 min read
Calculate expected commissions from policy premiums
Prepare the required spreadsheet, calculate expected amounts, and continue to reconciliation.
Read guide →Getting Started · 4 min read
First-day setup checklist
A practical sequence to get from sign-in to your first saved reconciliation.
Read guide →New to SplitVerde?
Start with the workspace overview and prepare your first reconciliation.
Read the getting started guide →