CommissionSight
Guides & FAQs

Commission reconciliation,
explained for agencies

Practical guides and FAQs for insurance agencies: reconcile carrier commission statements, find unpaid and underpaid commissions, track Medicare commissions through AEP, and recover what you’re owed.

FAQ

Carrier Commission Statements: FAQs for Insurance Agencies

As an insurance agency owner, principal, or commission/operations manager, accurately reconciling and recovering commissions is crucial. This FAQ provides…

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FAQ

Commission Chargebacks and Clawbacks: FAQs for Insurance Agencies

Commission chargebacks and clawbacks represent one of the most frustrating—and often misunderstood—aspects of running an independent insurance agency.…

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FAQ

Commission Reconciliation: FAQs for Insurance Agencies

Commission reconciliation is the process of verifying that the commissions your insurance agency receives from carriers match what you're actually owed…

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FAQ

Commission Tracking Software: FAQs for Insurance Agencies

If you're running an independent insurance agency, FMO, or IMO, you already know that commission management is one of the most time-consuming and…

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FAQ

Medicare Commission Tracking: FAQs for Insurance Agencies

As an insurance agency owner, principal, or commission/operations manager, navigating Medicare commission tracking can be overwhelming. This FAQ provides…

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FAQ

Unpaid and Underpaid Commissions: FAQs for Insurance Agencies

If you're running an independent insurance agency, FMO, or IMO, you already know that commission payments are the lifeblood of your business. But what…

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Guide

How to audit carrier commission statements for errors for Insurance Agencies

Learn to systematically audit carrier commission statements, catch underpayments, verify member counts, and recover lost revenue each month.

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Guide

How to build a monthly commission reconciliation process for your agency for Insurance Agencies

Learn how to streamline your commission reconciliation process, reduce errors, and increase revenue with a step-by-step guide tailored for insurance agencies

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Guide

How to calculate commission leakage and recover lost revenue for Insurance Agencies

You'll learn to identify underpaid commissions, quantify leakage across carriers, and recover lost revenue using systematic reconciliation methods.

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Guide

How to find missing and unpaid insurance commissions for Insurance Agencies

You will learn a repeatable process to reconcile carrier statements, identify unpaid commissions, and recover missing revenue across your book of business.

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Guide

How to move off spreadsheets to commission tracking software for Insurance Agencies

Learn how to switch from error-prone spreadsheets to automated commission tracking software, reducing manual work and revenue leaks for your insurance agency

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Guide

How to reconcile carrier commission statements across every format for Insurance Agencies

Learn to reconcile commission statements from every carrier format—CSV, XLSX, PDF—without manual errors. Build a system that catches underpayments.

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Guide

How to reconcile commissions at the member level for Insurance Agencies

Step-by-step guide to reconciling insurance commissions member-by-member. Track every policy, catch underpayments, and build an audit trail.

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Guide

How to track Medicare commissions through AEP and beyond for Insurance Agencies

Learn to track Medicare commissions across AEP enrollment spikes, renewals, and year-round changes without losing revenue to carrier errors.

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Stop leaving commissions on the table

CommissionSight reconciles every carrier statement, scores each member green / yellow / red month over month, and flags underpaid or dropped commissions — automatically.