Stop Losing Commissions

AI-powered commission tracking for life insurance agents. Upload your carrier statements, automatically reconcile payments, and catch every missing dollar.

14-day free trial · No credit card required

Commission tracking shouldn't be this hard

Independent agents lose thousands every year to commission errors they never catch.

Missing Payments

Carriers process thousands of policies. Mistakes happen — and if you're not checking, those mistakes cost you.

Hours of Manual Work

Reconciling statements across multiple carriers devours 4-8 hours per month. Time you could spend selling.

Carrier Complexity

Every carrier has different statement formats, payment schedules, and commission structures.

Chargeback Surprises

Unexpected chargebacks wreck your cash flow. Without proactive tracking, they always catch you off guard.

How it works

From statement upload to discrepancy alert in three simple steps.

1

Upload Your Statements

Drop in your carrier commission statements — PDF, CSV, or Excel. We handle the rest.

2

AI Parses & Matches

Our AI reads every line, normalizes the data, and matches payments to your policies automatically.

3

Get Alerted on Discrepancies

Missing payments, underpayments, and suspicious chargebacks are flagged instantly so you can take action.

Everything you need to protect your commissions

Built by agents who spent years doing this manually. We automated the pain away.

AI Statement Parsing

Upload PDFs, CSVs, or Excel files. Our AI extracts every commission line item automatically.

Commission Reconciliation

Automatically match carrier payments against expected commissions from your policy records.

Discrepancy Detection

Missing payments, underpayments, rate mismatches, and unexpected chargebacks — caught instantly.

Multi-Carrier Support

Manage all your carriers in one place. Normalize data across different statement formats.

Advanced Reporting

Production reports, commission trends, carrier comparisons, and chargeback analysis at a glance.

Email Alerts

Weekly digest emails and instant alerts when high-severity discrepancies are detected.

Trusted by agents nationwide

I found $4,200 in missing renewal commissions in my first month. CommissionIQ paid for itself in the first week.

Sarah Mitchell

Independent Life Insurance Agent

We used to spend two full days reconciling statements every month. Now it takes 20 minutes.

David Park

Agency Principal, Park Financial Group

The chargeback tracking alone is worth it. I caught a duplicate chargeback I never would have noticed on a spreadsheet.

Maria Rodriguez

Senior Agent, Southwest Life Partners

Simple, transparent pricing

Start with a 14-day free trial. No credit card required. Cancel anytime.

MonthlyAnnual (Save 17%)

Solo

For independent agents tracking their own commissions.

$29/mo
  • Up to 5 carriers
  • Unlimited policy tracking
  • AI statement parsing
  • Commission reconciliation
  • Discrepancy alerts
  • Export reports (CSV, PDF)
Start Free Trial
Most Popular

Agency

For agencies managing multiple agents and carriers.

$79/mo
  • Unlimited carriers
  • Everything in Solo
  • Team management
  • Agency-wide dashboards
  • Priority support
  • Advanced analytics
Start Free Trial

IMO

For IMOs and large organizations with custom needs.

Custom

Tailored to your organization

  • Everything in Agency
  • API access
  • Custom integrations
  • Dedicated account manager
  • Custom reporting
  • SLA guarantee
Contact Sales

All plans include a 14-day free trial. View full feature comparison

Frequently asked questions

What is CommissionIQ?

CommissionIQ is a commission tracking and reconciliation platform built specifically for life insurance agents and agencies. It uses AI to parse your carrier commission statements, match payments against your policy records, and automatically flag discrepancies like missing payments, underpayments, and unexpected chargebacks.

How does AI statement parsing work?

Upload your carrier commission statement in PDF, CSV, or Excel format. Our AI reads every line, extracts policy numbers, insured names, commission amounts, and transaction types. It normalizes the data across different carrier formats so you can compare apples to apples.

What carriers do you support?

CommissionIQ works with any insurance carrier. Our AI parser adapts to different statement formats automatically. You add carriers and their commission schedules in your settings to enable accurate reconciliation.

Is my data secure?

Absolutely. All data is encrypted in transit and at rest. We use Supabase for authentication, Stripe for payment processing, and follow industry-standard security practices. We never share your data with third parties.

How long does setup take?

Most agents are up and running in under 30 minutes. Add your carriers, upload your first statement, and CommissionIQ handles the rest. Our onboarding wizard walks you through every step.

Do I need a credit card for the free trial?

No. Your 14-day free trial is completely free with no credit card required. You'll only be asked to subscribe when the trial ends.

Can I cancel anytime?

Yes. You can cancel your subscription at any time from your account settings. Your subscription remains active through the end of your current billing period, and your data is preserved for 30 days after cancellation.

What if I find a discrepancy?

CommissionIQ provides detailed discrepancy reports with policy numbers, expected vs. actual amounts, and severity ratings. Use these reports to contact your carrier representative with specific documentation. Most carriers will correct errors when presented with clear evidence.

Ready to stop losing commissions?

Join hundreds of agents who've recovered thousands in missing commissions. Start your free trial today.

Start Your Free Trial

No credit card required · 14-day free trial