For independent insurance agencies
Stop reconciling carrier statements by hand
Send me one month of commission statements from any two carriers. Within 48 hours you get a free teardown back.
- What each carrier paid, and what it should have
- Every policy with no payment on the statement
- A mockup of your numbers on one screen
No cost, no logins and no sales pitch attached.
Get your free teardown
PDF, CSV or Excel statements all work.
The problem
You write with 15 carriers, and each one sends its statement in a different format. Someone copies all of them into a spreadsheet to check what came in. It takes a day every month, and short payments still slip through.
What the Commission Dashboard shows
- Commission by carrier and monthEvery statement in one table, whatever format it came in.
- Expected vs paid, and the gapShort payments stand out, so you know which carrier to call.
- Policies with no paymentWritten business that never showed up on a statement.
- Producer totalsWhat each producer brought in this month and this year.
- Renewals due in 90 daysSorted by date, so nothing renews without a look.
| Carrier | Expected | Paid | Gap |
|---|---|---|---|
| Carrier A | $14,200 | $14,200 | $0 |
| Carrier B | $11,880 | $10,560 | $1,320 |
| Carrier C | $9,640 | $7,230 | $2,410 |
| Carrier D | $8,310 | $8,310 | $0 |
Sample screen. Made-up numbers.
Packages and prices
| Package | What is included | Build time | Price |
|---|---|---|---|
| Agency Website | 5 to 7 pages, quote request forms, mobile-first, hosted | 1 week | $2,500 |
| Commission Dashboard | Upload or connect your data, custom views, login for your team | 1 to 2 weeks | $5,500 |
| Client Request Page | Secure request and upload page that sends straight to your folder, nothing stored | 3 days | $1,500 |
| Care Plan | Hosting, updates, one monthly data load and report, 2 hours of changes, email support | Monthly | $250 a month |
50% to start, 50% at launch. All the terms are on the pricing page.
What an agency owner says
Quote goes here.
How it works
One call
20 minutes on your carriers, your statements and what you check by hand today.
You send statements
A few months from each carrier, plus a policy list from your management system.
Live in three weeks
Your team logs in to one screen. Each month's statements go in on the Care Plan.
Questions
Do you need my carrier logins?
No. You download the statements and send them to me. I never ask for a login to a carrier portal or your management system.
Does this replace my management system?
No. Your management system stays as it is. The dashboard reads the statements and exports you already have.
Where does my data live?
The privacy page covers it in plain English: where files are stored, who can see them, and when they are deleted.
Rather talk it through first?
A 20-minute call. You tell me what you track today, and I tell you what it would take to put it on one screen.
Book a call