Guided pilots for insurance agencies
Commission Processing
Made Simple
Upload commission statements. Review matched policies, calculated splits, and payout batches before rollout.
Tidewater demo path
Upload to branded payout proof
PDF/CSV
12 lines
10 auto
$1,367.95
2 queued
safeco_apr_2026.pdf
Carrier statement normalized for policy matching
02166046
Harbor Glassworks
Match evidence
2166046 normalized
Producer split
$420.00
PRG-EVT-00251
Tidewater Marine Supply
Match evidence
Producer + policy
Producer split
$615.20
SFE/EVT-00107
Bayfront Bakery
Match evidence
Carrier format
Producer split
$332.75
| Policy | Insured | Match evidence | Producer split | Status |
|---|---|---|---|---|
| 02166046 | Harbor Glassworks | 2166046 normalized | $420.00 | Matched |
| PRG-EVT-00251 | Tidewater Marine Supply | Producer + policy | $615.20 | Review |
| SFE/EVT-00107 | Bayfront Bakery | Carrier format | $332.75 | Approved |
Tidewater Insurance Brokers
Payout Summary PAY-2026-0005
Approved payout total
$1,367.95
Built for insurance commission operations
Workflow
Simple 6-Step Process
From CSV upload to payout review with clear checkpoints.
Upload statements
Import approved PDF, CSV, or spreadsheet samples
Review & Validate
AI validates data and identifies issues
Match Policies
Review suggested policy matches with confidence signals
Calculate Splits
Apply configured commission programs for review
Review & Approve
Final review before payout generation
Generate Payouts
Create payout batches for producers
Capabilities
How it works
Six capabilities that replace your spreadsheet workflow.
Structured Review
Move from raw statement data to reviewable commission lines with clear checkpoints
AI-Powered Intelligence
Confidence scoring and learning from every correction
Smart Automation
Complex hierarchical commission programs made simple
Operational Security
Encryption, role-based access, and audit-log posture for pilot review
Producer Management
Complete hierarchy management with override capabilities
Precision Matching
Advanced policy matching with confidence scoring
Demo Runbook
What CommissionScope catches
The demo is built around actual workflow risks: policy-number normalization, missing matches, chargebacks, split exceptions, and branded payout evidence.
Leading-zero policy matches
02166046 can be reviewed against 2166046 instead of falling through silently.
Prepended carrier strings
PRG-EVT-00251 and SFE/EVT-00107 stay readable while normalized for matching.
Duplicate statement lines
Repeated carrier rows are surfaced before calculations or payout batches advance.
Chargebacks and adjustments
Negative commission lines remain visible through approval and payout review.
Producer split exceptions
Configured commission programs drive calculations, with human review before export.
Missing policy records
Unmatched lines queue for correction instead of being hidden in spreadsheet formulas.
Upload evertree or Tidewater sample statement
Review extracted carrier rows and totals
Confirm normalized policy matches and exceptions
Calculate producer splits from commission programs
Approve the batch and export branded payout PDF
Pilot Scope
Validate fit before rollout
Bring a small, approved carrier-statement sample. We compare extracted fields, policy matches, split calculations, payout summaries, and export needs before expanding scope.
Pilot Outcomes
What the pilot proves
Evidence to collect before live customer rollout.
“Pilot the upload, extraction, matching, and payout review path with agency-approved data before committing live operations.”
“Review low-confidence extraction fields, policy matches, and split calculations before payout decisions are finalized.”
“Keep launch scope honest: CSV import/export today, direct integrations and self-service billing only after implementation evidence exists.”
FAQ
Frequently Asked Questions
Everything you need to know about CommissionScope.
Security
Security Posture
Security controls are documented during pilot and finalized before unrestricted launch.
SOC 2 Roadmap
Controls designed for future audit
256-bit Encryption
Strong data protection for sensitive commission data
Monitored Uptime
Health checks and operational runbooks
Privacy Process
Manual requests while controls are rebuilt