One engine for your whole commission book.

CSV or spreadsheet, any layout. Our engine drafts the column mapping and detects the formatting — dollars, percentages, even spreadsheet dates — and we review and activate it for you.

Medicare & senior, health & life, ancillary & supplemental, and group / employee benefits — reconciled in one consistent view, whatever the carriers.

Every original value from the statement is kept, so the numbers always tie back to the source file — and hold up in an audit.

Have statements dropped into a secure SFTP folder on a schedule and reconciliation runs on its own — no one has to upload a file. Your access key is generated right in your browser, so its private half never leaves your machine.

Continuous, changed, or dropped — scored for every member, with clear flags for commission changes and other tracked-field changes.

First-time members, members who fall off, and members who return — each flagged, with the exact statement they were last seen on.

Members are tracked across gaps of months — or years. Drop off and return long after, and it’s caught the moment it happens.

Identity uses the carrier’s own member or policy ID — we never guess that two records are the same person, so the numbers stand up to scrutiny.

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.

Track retention month over month, quarter over quarter, and year over year, with attrition measured against the prior period.

Across any carrier — pick two months (or quarters, or years) and see exactly what moved between them.

See the whole book at a glance, or drill into a single carrier — the same scoring underneath, summarized the way you need it.

A partial export or a wrong-month file looks like a mass exodus. We flag that fingerprint — a big drop and a big influx at once — so you re-pull the right file instead of acting on churn that never happened.

A percentage of premium or a flat amount per member — we compute what you should have been paid and the gap, with the math behind it.

We show which policies we could evaluate, so the recoverable number is one you can confidently take to the carrier.

Every clawback is linked back to its original payout — period, amount, and source file — including clawbacks with no matching payment, and full-reversal detection.

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.

Medicare owed follows CMS maximums by plan year, region, and new-vs-renewal — with vesting and rapid-disenrollment clawbacks handled, and a national rate when a state isn’t listed. Ancillary uses policy-year rate bands and knows advanced from as-earned. The math fits how each product actually pays.

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.

Separate first-year and renewal rates on the percentage / flat engine, for even more precise expected-pay math. (Medicare already splits initial vs renewal via CMS rates.)

“Who dropped off this month, and what were they worth?” Get the number back in seconds, phrased like a person would answer.

Every answer comes with the underlying rows, so you can trust it and dig in.

Read-only and scoped to your own data — never co-mingled, never able to change anything.

Prefer your own model? Add an OpenAI-compatible or Anthropic key in your profile and the assistant runs on your provider, billed by them, with no monthly cap. It’s stored encrypted, never shown again, and removable anytime.

Upload a statement and go. Dashboard, color-coded grids, period comparisons, and CSV export — ready out of the box, no setup.

A clean, self-describing API (OpenAPI 3.1) — push statements from your systems and pull scored results wherever your team works.

A typed, zero-dependency TypeScript client that wraps the full surface — every endpoint, fully typed — for platforms that embed CommissionSight.

Get notified the moment results are ready, with cryptographically signed payloads your systems can verify.

Your data is never co-mingled with anyone else’s — every customer is fully isolated in their own dedicated store.

Encrypted in transit and at rest, with tokenized, revocable access and signed notifications.

Don’t want us keeping a sensitive column? We can drop it or one-way-hash it at ingest, per carrier, so it’s never stored — and member matching still works, because identity is computed before anything is redacted.

From 400 members to millions — each statement ingests in seconds and reporting stays instant as your book grows.

Parent / child agency structures in a single account, for multi-agency operations.