Nothing on a carrier statement flags a wrong rate or a dropped policy — you'd only catch it by comparing against a record of what you were owed. Ten questions here will show you where your book is most exposed, what it's likely costing you, and whether it's worth doing anything about.
10 questions, about 90 seconds. No card, no call booked, and no sales sequence unless you ask for one.
A carrier applies the wrong rate, or drops a policy from a payout cycle. Nothing alerts you. The only way to catch it is to have an expected-commission record to compare the statement against — and most producers don't keep one, because building it by hand is a job in itself.
Carriers send statements as PDFs, CSVs and paper, on different cycles, in different formats. Matching them line by line against your own records is manual work that grows with every policy you write and every carrier you add. Spreadsheets hold up until the row count makes matching unsustainable — then the choice becomes evenings of data entry, or checking the top-line total and hoping.
Mid-term policy changes, cancellations and carrier timing adjustments mean the statement and your records diverge as a matter of course. Chargebacks surface months after the income was counted. Residuals arrive late enough that a missing one looks like a slow one.
of annual earnings is what agents report recovering once tracking is formalised. Not new business — money already earned that was never collected.
Two lines reconcile. Two don't — and the second pair is where the money goes.
Mutual of Omaha 6 policies matched | $2,140.00 | Matched |
Aetna 3 policies matched | $988.40 | Matched |
Unmatched lines No policy reference on statement | $1,054.20 | Unknown |
Expected, never received 4 residuals past due date | $1,310.00 | Missing |
The check assumes you already have a book. It asks how you track it, not whether you understand it.
If you're in the second list, the results screen will tell you so and point you elsewhere. That's the point of scoring it rather than pitching you.
How much of your commission tracking currently depends on you remembering things.
Not a generic report — the specific two doing the most damage in your setup.
Your score applied to the commission volume you actually process, as an annual range.
Fix it, watch it, or leave it alone — including "leave it alone" where that's the honest answer.
If your priority right now is more leads or faster quoting, we'll say so on the results screen and point you elsewhere, because AgencyView has no quoting engine and doesn't generate leads. If your book is small enough that a spreadsheet is genuinely coping, we'll tell you that too.
We'd rather lose the signup than sell you a system you'd cancel in month three.
Carrier statement upload, automatic matching to policies, residual tracking and chargeback flags. Most systems in this category charge $59 to $109 per user per month and put parts of this behind a paid add-on. Take the check first and find out whether you need any of it.
Complete the check to populate.