Commission tracking requires manual extraction, verification, and reconciliation of statements from multiple carriers in different formats. This repetitive work consumes significant finance team time and creates opportunities for duplicate entries and missed discrepancies.
Automation extracts commission data from any statement format, matches it to policies, detects duplicates, and flags exceptions for review. Month-end reconciliation shifts from manual compilation to a quick review of auto-generated summaries.
The full workflow, from trigger to completion.
Automation detects a new email from a known carrier address or a file uploaded to a monitored folder.
Parses the statement file (PDF, CSV, or email body) and extracts policy numbers, commission amounts, payment dates, and carrier name into structured fields.
Automation queries to find the matching policy record and retrieve invoice details, name, and expected commission amount.
Compares the extracted commission against the existing ledger to detect duplicate entries or prior payments.
If policy is found, amount matches, and no duplicate exists, proceed to record. Otherwise, flag for manual review.
Automation creates a new transaction with the correct account coding, policy link, and assignment.
Automation appends the new commission record ledger with status, date, and reconciliation flag.
Automation sends a summary notification to the finance team confirming the commission has been recorded and reconciled.
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