Quick Start Guide
Upload Your Files
Upload your AMS export and carrier commission statement.
- Supports CSV, Excel (.xlsx, .xls), and PDF
- Name your AMS and Carrier for easy identification
- Save AMS files for reuse across sessions
Confirm Column Mappings
AI detects column types automatically. Review and correct if needed.
- Confidence bars show detection certainty
- Click any mapping to change it
- System learns from your corrections
Select Comparisons
Choose which columns to compare and how to match them.
- Exact: Values must match exactly
- Fuzzy: Approximate string matching
- Numeric: Tolerance-based (e.g., ±$0.01)
Choose Commission Columns
Select which premium/commission columns to include in the report.
- Multiple commission columns supported
- Add display-only columns for context
- Totals calculated per agent
Download Report
Get your comprehensive Excel report with all analysis.
- 6 sheets: Summary, Agents, Matches, Discrepancies, Missing
- Dynamic sheet names use your AMS/Carrier names
- Per-agent commission breakdowns
Supported File Formats
- .xlsx, .xls formats
- Multiple sheets supported
- Auto-detects header row
- Any delimiter (auto-detect)
- UTF-8 encoding
- Large files supported
- Table extraction
- Select specific pages
- Multi-page documents
Field Types
Commission Wizard recognizes these standard field types:
| Category | Field Types |
|---|---|
| Identifiers | policy_numberinvoice_numbercertificate_numbertransaction_id |
| Names | customer_nameinsured_nameagent_nameagency_name |
| Financial | premiumcommissioncommission_rategross_premium |
| Dates | effective_dateexpiration_datetransaction_date |
Uploading Files
The upload page accepts two files: your agency management system (AMS) export and the carrier commission statement.
- AMS File: Your agency management system export (Matrix, Epic, Applied, etc.)
- Carrier File: Commission statement from the carrier (Swyfft, Progressive, etc.)
- Saved AMS Files: Save your AMS file structure to reuse across sessions
Column Mapping
AI automatically detects column types. The confidence bar shows detection certainty:
Comparison Types
Choose how to compare columns between AMS and Carrier files:
Exact Match
Values must match exactly (case-insensitive).
Best for: Policy numbers, IDs
Fuzzy Match
Approximate matching with configurable threshold.
Best for: Names, addresses
Numeric Tolerance
Allows small differences (e.g., ±$0.01).
Best for: Premiums, commissions
Date Match
Date comparison with optional range.
Best for: Effective dates, transaction dates
Excel Report Structure
The generated Excel report contains 6+ sheets:
| Sheet | Contents |
|---|---|
| Executive Summary | Overview metrics, total records, match rate, commission totals |
| Per-Agent Sheets | Individual sheet per agent with summary and detail tables |
| Matches | All matched records with values from both files |
| Discrepancies | Records that matched but have value differences |
| Solo en [AMS] | Records in AMS but not found in carrier file |
| Solo en [Carrier] | Records in carrier but not found in AMS |
Additional Columns with Agent Splits
When agent splits are configured, the report includes extra columns:
| Column | Description |
|---|---|
| Comm % | Carrier's commission rate (percentage of premium) |
| Agent Split % | Agent's configured split percentage |
| Commission (Agent) | Carrier commission × agent split percentage |
| Comm Rate % | Custom commission rate per agent (custom rate mode only) |
| Calculated Commission | Premium × custom rate % (custom rate mode only) |
| Running Cost % | Agency fee percentage (running cost mode only) |
| Running Cost | Commission × running cost % (running cost mode only) |
| Net Commission | Commission - running cost (running cost mode only) |
Agent Management
Commission Wizard includes a complete agent management system for tracking commissions, payments, and performance.
Agent List
View all agents with search, status filters (active, inactive, archived), and YTD commission totals.
Agent Detail
YTD metrics, commission history chart, carrier rates, and payment management for each agent.
Commission History
Period-by-period breakdown per carrier with policy-level audit details.
Report Export
Export per-agent reports in Excel or PDF format, filtered by period.
Agent Commission Splits
Configure commission split percentages for each agent per carrier. The split is applied to the carrier commission amount.
Example
- Carrier commission: $100
- Agent Elena split: 60%
- Commission for Elena: $60
Splits are configured in the Agent Splits step after selecting commission columns. Saved splits persist across jobs for the same agent and carrier.
Custom Commission Rates
When the carrier file doesn't include commission amounts, or when agents have negotiated different rates, use custom commission rates to calculate commission from premium.
Formula
- Commission = Premium × Commission Rate %
- Commission (Agent) = Commission × Agent Split %
Running Costs (Agency Fees)
Deduct an agency fee from commission before calculating the agent's split. This represents the cost the agency charges the agent for using its services.
Formula
- Running Cost = Commission × Running Cost %
- Net Commission = Commission - Running Cost
- Agent Commission = Net Commission × Agent Split %
Agent Payments
Track payments made to agents and calculate outstanding balances.
- Balance: Total Agent Commission (all time) - Total Active Payments
- Payment Methods: Check, ACH, Wire, Cash, Other
- Void Payments: Soft-delete payments without removing history
Saved AMS Files
Save frequently used AMS files for quick reuse in future comparison jobs.
- 1Upload your AMS file on the Upload page
- 2Check "Save this AMS for future use" and give it a name
- 3Next time, select it from "Saved AMS Files" dropdown
Viewer Role for Agents
Go to Organization → Invite User → Role: Viewer → Link to Agent. Viewers see My Dashboard (KPI cards, commission chart, history, policy detail, export) and My Payments (summary, read-only payment list). They cannot access file processing, other agents, org settings, or payment management.
Manual Policy Assignment
In Job Records Detail, go to Carrier Only tab. Select policies with checkboxes. Click 'Assign to Agent'. Search existing agents or create new. The financial chain (rates, running costs, splits) applies automatically. Orange highlight + 'Manual' badge in commission history. Unassign if needed — soft-delete audit trail.
Agent Reports
From agent detail, click Export Report (Excel or PDF) and select a period. Excel includes carrier summary table and policy detail table. PDF is a printable version of the same data.
Agency Financial Dashboard
KPI cards: Total Premium, Total Commission, Total Agent Commission, Agency Revenue, Total Policies, Active Carriers. Area chart with 12-month trends. Carrier breakdown by premium and commission.
Organization Setup
When you register, you create a new organization and become the owner.
- Organization name identifies your agency
- All data is isolated to your organization
- Learning patterns are organization-specific
User Management
Access user management from the Organization page in the app.
- Invite users via email
- Change user roles (owner/admin only)
- View and cancel pending invitations
Roles & Permissions
| Permission | Owner | Admin | Member |
|---|---|---|---|
| Use the system | |||
| Invite users | |||
| Manage users | |||
| Promote to admin | |||
| Change plan / Delete org |
Inviting Users
Send email invitations to add team members:
- 1Go to Organization → Invite User
- 2Enter email and select role
- 3Share the invitation link with the user
- 4User creates username and password
Common Issues
No matches found
- • Check that comparison columns are correctly mapped
- • Verify data formats match (dates, numbers)
- • Try fuzzy matching for name columns
Missing records in report
- • Check "Solo en" sheets for unmatched records
- • Verify the correct pages were selected for PDFs
- • Ensure header row is properly detected
Wrong commission totals
- • Verify commission column mapping is correct
- • Check for duplicate records in source files
- • Ensure numeric format is consistent
File Format Errors
"Unable to parse file"
The file format is not recognized. Ensure it's a valid CSV, Excel, or PDF file.
"No data found in PDF"
The selected PDF pages don't contain extractable tables. Try selecting different pages or use Excel/CSV instead.
"Header row not detected"
The system couldn't find column headers. Ensure your file has a clear header row.
Low Confidence Detection
When column detection shows low confidence:
- 1Review the column header — Unusual names may not match patterns
- 2Check sample values — Do they match the detected type?
- 3Correct the mapping — The system will learn for next time
Need Help?
Can't find what you're looking for? Our support team is here to help.