Bring every carrier together
Upload XLSX, XLS, or CSV statements. Map each carrier’s columns and reuse the format next month. Read payment totals directly from a Commission Summary tab.
FOR INSURANCE AGENCIES & FMOs
Know what came in.
Know who gets paid.
Bring your carrier spreadsheets, member records, and agent payments into one clear commission workspace.
Your carriers. Your agents. Your commission history.
A clearer view of every commission
Commission overviewSAMPLE DATACarrier payments$48,250.00From uploaded summaries
Agent commissions$36,420.00Reviewed and ready
Your monthly bookBusiness at a glance
124New
806Renewal
18Terminated
JMJordan MillerAgent commission statement$8,740.00
ALAlex LeeAgent commission statement$6,280.00
✓
Details behind every total.From carrier row to agent statement.
LESS SPREADSHEET WORK. MORE CLARITY.
One workspace for the
whole commission process.
Keep the source detail you need, with a straightforward view of what each agent should receive.
Connect agents and members
Create or match agents from spreadsheet names and writing IDs. Keep multiple writing IDs under one agent, with the associated members and policies.
See how the book changes
Compare monthly statements, review new and renewal business, and investigate missing or terminated members while retaining their commission history.
Make overrides understandable
Define the dollar amounts that belong to the agency, including product and commission-level conditions. Include negative adjustments and chargebacks in the calculation.
Pay the right person
Assign commissions to an agent or another agreed recipient, including a spouse or relative. Review transferred policies and keep issued payment history intact.
Present a proper statement
Create a branded cover page and choose the statement fields agents see. Show net payments, hide zero-net records, and track issued and paid annual totals.
FROM UPLOAD TO PAYMENT
A repeatable process.
A record you can follow.
- 1
Upload & map
Choose the carrier statement and map its agent, member, policy, and commission fields.
- 2
Review & reconcile
Resolve matching questions, review business changes, and confirm recipient assignments.
- 3
Calculate & issue
Review the net amount, create the agent statement, and record settlement when paid.
AGENT SITES NOW
Your commissions.
Within reach.
Commission overview$48,250.00Illustrative carrier payments
Payments→
Members & policies→
Upload statement＋
Overview · Payments · Members
AT YOUR DESK. ON YOUR PHONE.
Your workspace,
ready to go.
Install Commission Manager on your home screen and open it in its own app window. A mobile menu and quick-access navigation put the everyday tools within reach.
- Use the same system and sign-in on every device.
- Upload files and review payments from your phone.
- Keep financial records on your hosted system.
How to add it to your phone
iPhone: Open the workspace in Safari, tap Share, then Add to Home Screen.
Android: Open the workspace in Chrome and choose Install app or Add to Home screen from its menu.
An internet connection is required. Home-screen installation requires your site to use HTTPS.
BUILT FOR ONGOING OPERATIONS
Keep your records.
Keep control.
Update with recovery
Managed updates create a recovery backup. Back up and restore your commission records and retained source files.
Manage your directory
Edit, bulk update, delete, and restore agents and members. Review policy corrections directly during import.
Trace the numbers
Keep original carrier rows alongside reviewed names and assignments. Separate carrier payments from amounts paid to agents.
Run it on your hosting
A standalone application for your own PHP/MySQL hosting, independent of WordPress.
A FEW USEFUL ANSWERS
Made for real carrier statements.
Does every carrier need the same spreadsheet format?
No. Map the fields for each carrier and reuse the saved format on later uploads. Commission Summary totals require that named tab and a Payment Amount column.
Can I pay someone other than the writing agent?
Yes. The system supports reviewed payee assignments for other agents, spouses, relatives, and other named recipients.
Can I keep agency amounts off the agent’s statement?
Yes. Choose the visible statement fields, show the payee net, and customize the cover page with your logo and company information.
Do agents get their own online accounts?
This is a commission workspace for your administrator and staff. Staff accounts can use the commission tools but cannot access Settings or Updates & backups. You can create and provide statements for agents; a separate agent self-service portal is not included.
Does it work without an internet connection?
The installed app requires a connection to your hosted system to read or change records. Financial pages and API responses are not saved for offline access.
AGENT SITES NOW COMMISSION MANAGER