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Clear, practical guidance for reconciling commissions and managing producer payouts.
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Producers & Payouts
8 guides available
Producers & Payouts · 3 min read
Generate a producer commission statement
Select a payout batch and download a producer statement.
Read guide →Producers & Payouts · 4 min read
Add and rename producers
Create your producer directory before calculating payouts.
Read guide →Producers & Payouts · 5 min read
Set producer commission splits
Define producer compensation percentages with effective dates.
Read guide →Producers & Payouts · 5 min read
Assign policies to producers
Connect policy identifiers to producers for payout calculations.
Read guide →Producers & Payouts · 6 min read
Calculate policy-level producer payouts
Preview producer and agency shares using a saved reconciliation.
Read guide →Producers & Payouts · 6 min read
Approve and track payout batches
Understand pending, approved, and paid tracking statuses.
Read guide →Producers & Payouts · 5 min read
Download producer PDF and CSV statements
Generate branded statements for individual producers.
Read guide →Producers & Payouts · 5 min read
Example: a 60 percent producer split
Follow a fictional policy from assignment to statement.
Read guide →New to SplitVerde?
Start with the workspace overview and prepare your first reconciliation.
Read the getting started guide →