Carrier commission reconciliation for independent insurance agencies
In development. Seeking early pilot agencies.
From carrier statements to a clear exception report
ColumnClerk is developing a local Windows tool for small US insurance agencies. The planned workflow compares CSV or Excel carrier statements with agency-provided expected commissions and exports potential shortfalls, unmatched records, and possible duplicates for review. Supported formats will be confirmed during pilot testing.
Discuss an early pilot
Tell us how your agency reconciles carrier commissions and which statement formats you use.
Email: louis@columnclerk.com
Please don’t submit policyholder information or commission statements