CommissionSight ingests commission statements from any carrier — fast and accurately — scores every member 🟢🟡🔴 month over month, and tells you how much commission you're owed: your contracted rate vs. what the carrier actually paid.
No credit card · we onboard your carriers for you · your data, protected →
Every carrier, every line of business — one consistent view.
Medicare shops, health & life agencies, ancillary & supplemental books, and group / employee-benefits brokers all share one problem: members churn constantly and carriers pay you across a dozen inconsistent monthly statements. If that's your world, CommissionSight reconciles it — whatever the lines or carriers.
From messy carrier files to boardroom-ready attrition — automatically.
Send us a sample statement and we get the carrier live for you — our engine drafts the mapping and detects the formatting. CSV or spreadsheet, any layout, no code. Then let it run itself: upload, secure SFTP, or a unique email address per carrier — forward their statements and they ingest automatically.
Every member scored month over month: continuous, changed, or dropped — with clear flags for commission changes and members who reappear.
Track retention month over month, quarter, and year, and compare any two periods across any carrier. See churn before it costs you.
Each customer's data is fully isolated — never co-mingled. Encrypted in transit and at rest, with tokenized access and signed notifications.
Members are tracked across gaps of months — or years. Drop off and return long after, and it’s flagged the instant it happens, with the exact statement they were last seen on. Matching uses the carrier’s own member or policy ID — we never guess two records are the same person, so the numbers hold up in an audit.
Open any member or policy and see the complete timeline — every statement they appeared on, what changed each period, and exactly when they dropped off or came back.
We compare your contracted rate to what was actually paid — surfacing the recoverable shortfall down to the member. Medicare owed works on day one from the published CMS maximums (before you enter a rate), and over-the-cap payments are flagged for compliance. Health schedules grade by premium, PMPM, and first-year vs. renewal with production bonuses; ancillary uses policy-year bands and knows advanced from as-earned.
Turn a shortfall or chargeback into a tracked recovery item — assign it, work it open → in progress → recovered, and see outstanding vs. recovered totals at a glance. (Enterprise.)
Enter the carrier's stated total and we reconcile it against the line items we ingest — so a dropped or mis-parsed row is flagged the moment it happens, not at audit time.
A clean API, a typed SDK, signed webhooks, and complete docs. Push statements from your systems and pull results wherever your team works.
Send a monthly statement — through the app or the API. You get a confirmation instantly while we get to work.
In seconds, we map the file accurately, compare it to prior periods — month over month or quarter over quarter — and score every member.
Explore the color-coded grid, compare any two periods, export to CSV, and get notified the moment results are ready.
One reconciliation engine, shipped four ways — so it fits the smallest shop and the largest operation alike. Adopt the surface that matches how you already work; the scoring underneath is identical.
For agencies that just want answers — upload a statement and go. No setup, no integration; the dashboard, grids, and exports are ready out of the box.
Drop reconciliation straight into your own stack. A clean, self-describing REST API (OpenAPI 3.1) with signed webhooks — push statements, pull scored results anywhere.
For large operations and CRM / AMS platforms to embed. Typed, zero-dependency clients in TypeScript, Python, and C# that wrap the full surface — every endpoint, fully typed.
For terminals, scripts, and AI agents. A native command-line client built on the SDK — pipe a statement in, get scored results out, and automate it in CI or cron.
Set your contracted rate per carrier — a percentage of premium or a flat amount per member. We compare it to what the carrier actually paid and surface the recoverable shortfall as a dollar figure — down to the member, with the math behind it.
New-vs-renewal rate splits are on the roadmap.
When a carrier claws back commission, CommissionSight treats it as a first-class event — not a line buried in a statement. We identify every negative-commission record for a period and trace each one back to record 0: the original payout — when the carrier first paid that policy, how much, and from which file — so you can see exactly what's being reversed, and whether the carrier ever actually paid it at all.
A built-in AI assistant answers questions about your members, carriers, and trends — no filters to click, no SQL to write. Ask the way you'd ask a teammate and get the number back, with the data behind it.
Send us a sample statement and our engine drafts the column mapping and figures out the formatting — dollars, percentages, even spreadsheet dates. We review and activate it for you, usually same day. No spreadsheets to wrangle and no engineering tickets on your side.
Carriers already supported
These carrier statement formats are live in CommissionSight today. Yours is added the same way — just send a sample file.
Carrier names are trademarks of their respective owners — see the notice in the footer.
Across every carrier, every month. CommissionSight stores, scores, and reports on your entire book — with per-account isolation and indexed, instant reporting. Each carrier statement ingests in seconds, and your book grows without limits.
Member data lives in a dedicated database per account and is reported through indexed, paginated queries — so dashboards stay fast whether your book is hundreds or millions of members.
Your data is never co-mingled with anyone else's — every customer is fully isolated. Information is encrypted in transit and at rest, access is tokenized and revocable, and every notification we send is cryptographically signed. Security and privacy are built in, not bolted on.
CommissionSight comes out of two decades building in the marketing-tech and insurance-tech trenches — CRMs, NIPR integrations, business-intelligence and reporting platforms, call-intelligence and performance systems, and the data plumbing that ties them together.
Across all of it, one problem never went away: commission management and attribution. Carrier statements arrive in a dozen formats, members drift between plans and carriers, and reconciling who's actually on the book — and what they're worth — was always painful, manual, and error-prone.
CommissionSight was born to fix exactly that: ingest every carrier statement fast and accurately, then score your whole book month over month and quarter over quarter — so you see exactly who stayed, changed, dropped, or came back, in the app and over the API.
Free during the pilot. We’ll get your first carrier live fast.
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