# CommissionSight

> Insurance commission statement intelligence. CommissionSight ingests every carrier's monthly commission statement fast and accurately, unifies it into one auditable book, and turns it into money decisions: green/yellow/red member scoring with per-field deltas, **commission owed** (contracted-rate vs actual, the recoverable shortfall), **commission at risk** (month-over-month drops/reductions), **chargebacks** (clawed-back commission traced to the original payout), fallout & reappearance detection across months, and attrition trends MoM/QoQ/YoY — in the app, the API, and a typed SDK.

CommissionSight ingests CSV/XLSX commission statements from any carrier with no code — a new carrier is just a JSON config (and we can draft it from a sample file). Statements map into one unified member table; we compute status and per-field deltas for every member against any baseline period (MoM, QoQ, YoY, or any two periods). The same engine ships three ways — a **Clean UI** for agencies that just want answers, a **REST API** to drop reconciliation into your own stack, and a typed **SDK** for large operations and CRM/AMS platforms to embed — with the identical scoring underneath. Each account's data is fully isolated in its own database. Enterprise capabilities (now live) add a dispute & recovery workflow (turn a shortfall or chargeback into a tracked recovery item, worked open → in progress → recovered, with outstanding vs. recovered totals), statement-total reconciliation (the carrier's stated total vs. the sum of ingested line items, flagging dropped/mis-parsed rows), SFTP statement drop-off for automatic scheduled ingestion, and workspaces for parent/child agency structures. Corrected statements replace safely (retract + re-ingest, no orphans); raw files are purged on a retention schedule. A natural-language assistant for asking about your book is available in the app.

## Docs
- [Overview](https://docs.commissionsight.com/): concepts, the three ways to adopt, base URL, auth
- [Authentication & security](https://docs.commissionsight.com/api/auth/): bearer tokens, isolation, encryption
- [Uploading statements](https://docs.commissionsight.com/api/upload/): async ingest, periods, idempotency, replace (corrected files), retract
- [Polling jobs](https://docs.commissionsight.com/api/jobs/): status + results grid (per-member commission, owed, memberRefId/policyRefId, and the CHARGEBACK flag; status/owedOnly/chargeback filters) + exception-file download (rejected rows, 30-day retention)
- [Reading deltas](https://docs.commissionsight.com/api/deltas/): per-field deltas by job
- [Reports & analytics](https://docs.commissionsight.com/api/reports/): rollup, attrition, attrition-series, data-quality
- [Commission owed (expected vs actual)](https://docs.commissionsight.com/api/owed/): set contracted rates, compute the recoverable shortfall with honest coverage, drill to the member
- [Chargebacks](https://docs.commissionsight.com/api/chargebacks/): negative-commission events traced to the policy's original payout (record 0) + fullyReversed
- [Members & policies](https://docs.commissionsight.com/api/members/): status, timeline, last-seen, and the full **journey** — every period a member/policy appeared (and dropped), the source file, commission, status, and field-level changes
- [Comparisons](https://docs.commissionsight.com/api/comparisons/): any two periods, any carrier
- [Team](https://docs.commissionsight.com/api/team/): passwordless teammate invites, list/remove members
- [Audit trail](https://docs.commissionsight.com/api/audit/): append-only record of account actions (uploads, rate/team changes, purges) for enterprise compliance
- [Webhooks](https://docs.commissionsight.com/api/webhooks/): signed callbacks
- [API conventions](https://docs.commissionsight.com/api/conventions/): errors (problem+json), pagination, rate limits, discovery root
- [OpenAPI reference](https://docs.commissionsight.com/api/openapi/): machine-readable spec at /v1/openapi.json
- [TypeScript SDK](https://docs.commissionsight.com/sdk/): zero-dependency typed client wrapping the full API surface
- [The intelligence layer](https://docs.commissionsight.com/intelligence/): delta engine (MoM/QoQ/YoY) + explainability
- [Re-processing & out-of-order uploads](https://docs.commissionsight.com/api/reprocessing/): re-score without re-uploading
- [Authoring carrier configs](https://docs.commissionsight.com/integration/carrier-configs/): mapping, transforms, inference
- [Auditing a book over time](https://docs.commissionsight.com/integration/auditing/): timelines, last-seen, comparisons
- [Scale & performance](https://docs.commissionsight.com/scale/): per-statement limits, book-level scale
- [Jobs & schedules](https://docs.commissionsight.com/jobs-and-schedules/): ingest jobs + scheduled maintenance
- [Data retention & deletion](https://docs.commissionsight.com/data-retention/): what's stored where, retract vs purge, the automatic retention purge, exception files
- [Using the web app](https://docs.commissionsight.com/app/overview/): every page explained — dashboard widgets, files/jobs/results, compare & investigate, member/policy journey, glossary of statuses, flags & terms

## Product
- [Features](https://commissionsight.com/features): full capability overview — ingest/onboarding, green/yellow/red scoring & deltas, attrition, commission owed & recovery, chargeback tracing, Ask-AI, integrate (API/SDK/webhooks), and security & scale
- [Roadmap](https://commissionsight.com/roadmap): recently shipped (dispute & recovery, statement-total reconciliation, SFTP ingestion) plus what's next
- [Pricing](https://commissionsight.com/pricing): cents per member per month, billed in arrears, with volume pricing tailored to the book — Standard (full engine), Pro (adds API/SDK/webhooks), Enterprise (adds workspaces/BYOK/SLA), plus Professional Services. Talk to sales for a quote.
- [Sign in / Register](https://app.commissionsight.com/)

## Guides
- [Guides & FAQs](https://commissionsight.com/guides/): practical how-to guides and FAQs for insurance agencies — reconciling carrier commission statements across formats, finding unpaid/underpaid commissions, tracking Medicare commissions through AEP, auditing statements for errors, calculating commission leakage, and moving off spreadsheets. See [/sitemap.xml](https://commissionsight.com/sitemap.xml) for the full list.

## Blog
- [Blog — notes from the build](https://commissionsight.com/blog/): engineering build-log on how CommissionSight is built — the carrier-agnostic ingest pipeline, per-account data isolation, and the green/yellow/red delta engine.

## Legal
- [Terms of Service](https://commissionsight.com/terms)
- [Privacy Policy](https://commissionsight.com/privacy)