CommissionSight

What's coming next

Where CommissionSight is headed. These are directions we're committed to — shaped with the agencies and operators who use it every day, not dated promises.

Recently shipped

Dispute & recovery workflow

Now live (Enterprise). 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.

Statement-total reconciliation

Now live. 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.

SFTP statement ingestion

Now live (Enterprise). Drop statements into a secure SFTP folder and they’re ingested automatically — mapped to carrier and period, swept every few minutes.

Next

PEPM rate basis

Compute commission owed on a per-employee-per-month basis for group carriers that pay that way.

Employer-group & census reconciliation

Match carrier statements against your eligibility and census data to catch members billed, dropped, or paid in error.

Carrier scorecards

Rank your carriers on payment accuracy, timeliness, and dispute rates so you know who to lean on.

Role-based access control (RBAC)

Granular roles within an account — view-only, uploader, billing, and admin — so teams can scope who does what.

New-vs-renewal rate splits

Separate contracted rates for new business vs. renewals, for carriers that pay them differently.

SSO & SAML

Single sign-on with SAML 2.0 and OIDC, plus SCIM provisioning, through your own identity provider.

Exploring

Email-in statement ingestion

Forward a carrier statement to a dedicated address and have it ingested automatically.

Renewal forecasting & book valuation

Project future commission and renewals to estimate the present value of your book of business.

Producer rollups & downline statements

Roll commission up by producer or agent and generate downline pay statements for your team.

Property & casualty (P&C) lines

P&C commission rules as another config-driven lens alongside major-medical, Medicare, and ancillary.

Scheduled reports & digests

Recurring emailed summaries — attrition, commission owed, and chargebacks — on a cadence you set.

Self-host / on-prem edition

Run CommissionSight inside your own infrastructure for organizations with strict data-residency needs.

Accounting & AMS/CRM integrations

First-class connectors for accounting/GL systems and AMS/CRM platforms on top of the existing API, SDK, and signed webhooks.

Have something you need that isn't here? Tell us — customer demand is how we prioritize.