Product details

A commission workspace, not just a statement converter.

The product is being designed to operate independently for ordinary customer activity while keeping exceptional reader development and platform updates under controlled support.

Carrier Statement Inbox

Upload PDF, CSV, XLS, or XLSX statements into protected intake before processing.

Company reader access

A selected company includes its supported reader formats under that company tree.

Commission register

Administrators can search across policies, insureds, companies, agencies, periods, and amounts.

Producer submissions

Invited producers can submit new business without receiving administrator access.

Compensation controls

Effective-dated splits, adjustments, inactive handling, approvals, and immutable calculation evidence.

Branded producer portals

Each producer can search and open finalized statements published only to their account.

Current development boundary: customer account activation and live billing will open when the production service is ready.