EZ Commissions Reviews & Product Details

EZ Commissions is commission reconciliation software for small and midsized independent P&C insurance agencies. It was built by an agency owner who needed a better way to process carrier commissions. Upload a carrier's commission statement as a CSV, Excel file or PDF. There is no template to fill in, and you don't have to rebuild each carrier's statement before uploading. EZ Commissions identifies the policy number, insured, effective date, premium and commission, then checks each line against your agency's policies using the policy number, effective date, line of business and premium. A confidence score shows which matches deserve another look. Lines that don't match are flagged with the reason, such as a missing policy number, a policy not in your book, or more than one possible match. When you resolve a line by hand, EZ Commissions remembers that carrier's policy-number and insured-name variations for your agency, so the next statement can use those mappings. If a carrier's layout is new, our team maps it for you. A scanned or image-only PDF may need additional processing by our team. Standard is available now with manual statement uploads. A QQ Catalyst integration is coming soon and is not yet available to customers.