Statement ingestion, carrier reconciliation, downline overrides, and payouts.
Connect your carrier and FMO statement sources in Commissions → Connections. Statements are ingested automatically, normalized to a single schema, and matched to the policy and producer, so you see expected versus paid on every Medicare policy.
Upload or sync the statement, then open Commissions → Reconciliation. Every line is matched to a policy and producer, and anything that does not match lands in an exceptions queue you can resolve line by line.
Define your hierarchy in Commissions → Hierarchy and set the override percentage or spread at each level. When statements post, overrides calculate automatically for every level above the writing agent and appear on each producer's payout statement.