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.
Set up Medicare commission tracking
Open Commissions → Connections and add each carrier or upline statement source.
Upload the last 12 months of statements to backfill history.
Confirm the commission schedule for each carrier, plan year, and enrollment type (initial vs renewal).
Review the exceptions queue for unmatched policies.
What gets flagged
Policies active in the CRM with no matching payment.
Payments that do not match the expected rate for that plan year.
Chargebacks and rapid disenrollments.
Duplicate payments across carrier and FMO statements.
How far back can I reconcile?
Any statement you can export can be uploaded — most agencies backfill 12 to 24 months.