Stop losing commissions.
Start getting paid.

CommissionPilot analyzes your carrier statements from the ground up to reconcile payments, flag missing commissions, and give you complete visibility, so you always know what you earned.

Live product preview

How it works

Three steps to full visibility

1

Upload statements

Upload CSV, Excel, or PDF files or scan an entire folder. We automatically detect carriers and standardize every row.

2

Calculate & match

Commission plans generate expected payments. We instantly match them to carrier deposits.

3

Find what’s missing

Every policy gets a status: paid, overpaid, partial or missing—so nothing slips through.

Commission tracking, simplified

Managing commission tracking shouldn't be this hard, let's get it under control.

Before
  • Confusing spreadsheets and portals
  • Statements buried in inboxes and download folders
  • Hours of manual math to reconcile payouts
  • No clear way to spot missing commissions
  • Second-guessing what you actually earned
  • Duplicate data entry across spreadsheets and portals
After CommissionPilot
  • Upload every carrier statement in one place
  • Instant dashboard for expected vs received
  • Automatic carrier detection and matching
  • Clear status for every policy: paid, partial, or missing
  • Flexible comp plan engine for any commission model
  • One simple price. No tiers. No upsells.

Features

Everything you need to track, reconcile, and collect every dollar

Upload & Import

Drop CSV, Excel, or PDF statements—or import a whole folder. Carrier recognition works automatically from filenames and headers.

  • Batch folder import
  • Auto carrier detection
  • Multiple file formats
  • Template download

Commission Plans

Define flexible commission structures for any carrier or product. Set your rules once—CommissionPilot automatically applies them to every policy and reconciles against actual payments.

  • Flat, percentage, PMPM & tiered models
  • Custom structures per carrier
  • Recurring and one-time commissions
  • Automatically applied to all policies

Reconcile

Generate expected commissions, match against carrier deposits, and flag missing or partial payments in one place.

  • Expected vs actual
  • Missing policy alerts
  • Export to CSV
  • Print/PDF reports

Dashboard

See received, expected, and missing totals by month. Performance charts and quick actions at a glance.

  • Monthly summaries
  • Trend charts
  • Quick actions
  • Carrier breakdown

Match Status

Every policy gets a clear status: paid, overpaid, partial, or missing. Never lose track of what you earned.

  • Paid ✓
  • Overpaid ✓
  • Partial ⚠
  • Missing ✗

Cross-Reference

Upload or paste client lists from your CRM or carrier portals to flag policies missing from carrier statements.

  • Bulk compare
  • Missing records
  • Export results

Browser extension

Send statements to CommissionPilot in one click

Our browser extension connects your carrier and upline portals directly to your CommissionPilot account so you can send statements in with a single click. No manual uploads.

Simple Setup

  1. 1Install once. Connect your CommissionPilot account in seconds.
  2. 2Browse as usual. Log into carrier portals like you normally do.
  3. 3Click and done. See a statement? Hit "Send to CP" and it's instantly added to your dashboard.

See it in action

FAQ

Have any questions?

Upload PDF, Excel (.xlsx, .xls), or CSV files. Drag and drop individual statements or import an entire folder at once. We automatically detect carriers and standardize the data for you.

Pricing

Simple, affordable pricing

One plan. Every feature. No surprises.

Pays for itself!

Monthly

$19.99/mo
  • Unlimited Clients
  • Universal Carrier Sync
  • AI-Powered Statement Parsing
  • Automatic Missing Pay Detection
  • CRM & Book-of-Business Cross-referencing
  • Expected vs. Received Audit Engine
  • Flexible Comp Plans (%, PMPM, Tiered)
  • One-Click Batch Statement Uploads
  • Clean Exportable Financial Reports

Billed after your trial. Cancel anytime.