Viewing as Super admin · Owner · Chris
Finance
Financial intelligence
Expected commission is calculated when a policy binds, then matched against carrier statements.
Agency revenue · year to date
$612,480
+18% YoYExpected commission
$41,920
Received
$39,860
Open variance
$2,060
Statements pending
3
Commission reconciliation
Statements ingested automatically
| Policy | Customer | Carrier | Period | Premium | Expected | Received | Variance | Status | |
|---|---|---|---|---|---|---|---|---|---|
| TRA-7740219 | Rachel & Tom Whitaker | Sep 2026 | $3,420 | $479 | $479 | — | Reconciled | ||
| TRA-7743530 | Luis Hernández | Sep 2026 | $2,997 | $420 | $420 | — | Reconciled | ||
| TRA-7746841 | Gwen Abernathy | Sep 2026 | $739 | $103 | $84 | -$19 | Variance | ||
| TRA-7750152 | The Patel Household | Sep 2026 | $1,791 | $251 | $251 | — | Reconciled | ||
| THE-7753463 | Copper Kettle Bakery LLC | Sep 2026 | $5,438 | $816 | $816 | — | Reconciled | ||
| TRA-7756774 | Kevin & Ashley Monroe | Sep 2026 | $4,105 | $575 | $0 | — | Pending | ||
| TRA-7760085 | Samuel Osei | Sep 2026 | $3,682 | $515 | $515 | — | Reconciled | ||
| NAT-7763396 | Brightline Dental PLLC | Sep 2026 | $4,949 | $594 | $487 | -$107 | Variance | ||
| OPE-7766707 | Hannah Lindqvist | Sep 2026 | $1,576 | $236 | $236 | — | Reconciled | ||
| PRO-7770018 | Marco & Julia Benedetti | Sep 2026 | $547 | $55 | $55 | — | Reconciled |