Before you start: have your book of business ready
The reconciliation is only as good as the expectation you compare against, so the one piece of prep that matters is your book of business. Export it as a roster CSV that lists each active policy with the carrier, premium, and commission rate you expect. This is what 'expected commission' is calculated from. If your roster is stale — cancelled policies still listed, new business missing — the flags will reflect those gaps, which is itself useful information but worth knowing going in.
You also need access to each carrier portal as you normally use it. reportr works inside your own authenticated session, so there is no separate login to set up and no credentials handed over; you simply open the portal the way you always do and let the extension read the statement that is already on the screen.
how it works
- 01
Open and capture each carrier portal
Log into a carrier portal as you normally would and open the commission statement. With reportr running, capture that tab — it reads the statement from the page you are already authenticated on, using the carrier's API where one exists and the rendered page where it does not. Repeat for each carrier; the extension never logs in for you or bypasses access controls.
- 02
Check the capture health signal
After each capture, confirm the capture health reads ok. If it shows empty-or-layout-drift or unmatched, the portal may have changed its layout — fix or re-capture before relying on that statement, so you are not reconciling against a partial read.
- 03
Load your book of business
Upload your roster CSV. This gives reportr the expected commission for every active policy — the carrier, premium, and rate you were promised — which is the baseline the paid amounts are measured against.
- 04
Run the reconciliation
reportr matches each paid line on the statements to a policy in your roster and compares expected commission against what was actually paid, line by line, across every carrier you captured.
- 05
Review the flags
Work through the three exception types: short-paid (paid less than owed), unpaid (a policy that should have paid but did not appear), and uncatalogued (a paid line with no matching policy in your roster). These are your action items — the entries to chase with carriers or correct in your records.
- 06
Export the branded report
Generate a white-label PDF with your logo and colors to share with a producer, a carrier rep, or your own records. Paid plans remove the 'Powered by reportr' mark; the free tier keeps it. Save it as the month's reconciliation trail.
frequently asked
- How often should I reconcile carrier commission statements?
- Monthly, aligned to when carrier statements post, is the common cadence. Reconciling each cycle keeps shortfalls small and recent enough to dispute, rather than discovering a year of underpayments at once.
- What do I do with a short-paid flag?
- A short-paid flag means the carrier paid less than your roster says you were owed on that policy. Confirm the premium and rate on your side are current, then raise the discrepancy with the carrier with the line item from your report as evidence.
- What if a paid line doesn't match any policy in my roster?
- That is an uncatalogued flag. It usually means the policy is missing from your book, was recorded under a different identifier, or the payment is genuinely not yours. Investigate before counting it as income — it is as important to resolve as a shortfall.
- Does reportr send my statements anywhere?
- No. The statement is read client-side, in your browser, from the portal tab you are logged into. reportr does not centrally warehouse the data it reads; the only thing it produces is the report you export.
Last updated June 8, 2026