Statement automation

Commission statement automation that ends the data entry

Stop rekeying carrier statements. AgencyGrid pulls every commission file over SFTP, maps and normalizes it, attributes each line to the writing agent, and loads a live, queryable ledger, automatically, on schedule.

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Every carrier reports commissions differently: different columns, different encodings, different delivery schedules, and different names for the same field. The manual answer is a person downloading files and rekeying them into a master spreadsheet: slow, error-prone, and impossible to keep current.

Commission statement automation removes that middle step entirely. AgencyGrid’s insurance commission tracking software turns the raw files carriers deliver into a structured, agent-attributed commission ledger without anyone touching a spreadsheet.

From raw file to structured ledger

AgencyGrid connects to carrier SFTP and pulls each commission file on schedule. It detects the file type and encoding, maps the carrier’s columns to your fields (with AI-assisted suggestions for layouts it has not seen before) and normalizes everything into one consistent shape.

Content-addressed dedupe means re-running a file, or a carrier re-sending one, never double-counts a single line. The result loads into a live ledger you can filter, roll up, and export.

✓ Automatic column mapping, with AI assist for new layouts
✓ Encoding and file-type detection built in
✓ Content-addressed dedupe on every load

Attributed the moment it lands

Automation is only useful if the data is trustworthy. As each statement loads, AgencyGrid matches every commission line to the writing agent by NPN and rolls it up through your hierarchy, with a triage workflow for any rows that do not match cleanly, so the ledger is attributed and auditable, not just imported.

What you get

A ledger that builds itself

Scheduled ingestion

Every carrier file pulled over SFTP on your schedule: no manual downloads.

Mapped & normalized

Carrier columns mapped to your fields, with AI assist for new layouts.

Attributed by NPN

Each line tied to the writing agent and rolled up the hierarchy.

Never double-counted

Content-addressed dedupe makes re-runs and re-sends safe.

FAQ

Common questions

What is commission statement automation?

It is the process of turning the commission files carriers deliver into a structured, attributed ledger without manual data entry. AgencyGrid ingests each statement over SFTP, maps and normalizes the columns, attributes lines by NPN, and loads them automatically.

How does it handle different carrier formats?

AgencyGrid detects file type and encoding and maps each carrier’s columns to your fields, using AI-assisted suggestions for layouts it has not seen before, so a new or changed format does not require custom engineering.

Will re-running a file double-count commissions?

No. Content-addressed dedupe fingerprints each line, so re-processing a file or a carrier re-sending one never counts the same commission twice.

Is this the same as commission reconciliation?

They work together but are different: automation turns raw files into a clean, attributed ledger; commission reconciliation then compares that data against expected pay to catch underpayments. AgencyGrid does both.

Keep exploring

Related guides

Part of Commission Tracking Software

Commission Tracking SoftwareThe complete guide to tracking insurance commissions and overrides across a downline.

Commission ReconciliationCompare expected vs. actual carrier pay and catch every underpayment.Differential Override CommissionsHow upline override income is calculated and cascaded up the hierarchy.1099 vs LOA Agent PayoutsThe two agent pay models and how each one settles.

From the blog

Stop Rekeying Carrier Commission StatementsIf a person on your team retypes carrier commission statements into a spreadsheet every month, you are paying twice: once for the labor and again for the underpayments that slip past tired eyes.

Automate your commission statements

Connect carrier SFTP once and let your commission ledger build itself.

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