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What is Commissions?

The Commissions module automates the extraction and processing of insurance commission statements, eliminating manual data entry workflows. Extract and reconcile commission data automatically, with formatted output ready to import directly into your agency management system.

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How It Works

1

Upload

Upload carrier commission statements in PDF, Excel (.xlsx, .xls), or CSV format. Works with any carrier - format-agnostic extraction.
2

AI Extraction

The system automatically extracts all relevant data:
  • Policy numbers and premiums
  • Commission amounts and rates
  • Payment dates and transaction types
  • Producer information and splits
Processing completes in under 2 minutes.
3

Export & Import

Download formatted data ready for direct import into your AMS. Export as Excel, CSV, or AMS-native format.

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What Gets Extracted

The AI automatically extracts and formats:
  • Policy details - Policy numbers, insured names, effective dates
  • Financial data - Premiums, commission amounts, commission rates
  • Payment info - Payment dates, transaction types, adjustments
  • Producer data - Producer codes, splits, allocations
  • Carrier info - Carrier names, statement periods
All data is formatted for direct import into agency management systems.

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Use Cases

Instantly verify carriers are paying you correctly and identify underpayments or discrepancies.
Export formatted data for direct import into your agency management system - no manual data entry.
Analyze commission patterns over time to identify your most profitable carriers and lines of business.
Generate complete audit trails for compliance and reconciliation purposes.

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Best Practices

Process commission statements monthly or quarterly to maintain up-to-date tracking and catch issues early.
Use descriptive filenames like “Travelers_Q1_2025_Commission.pdf” for easy identification.
Always review AI-extracted data for accuracy before relying on it for financial reconciliation.
Download to Excel for custom analysis, pivot tables, or integration with your accounting system.
Maintain copies of original commission statements for audit and compliance purposes.

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Export Options

Download commission data in multiple formats:
  • Excel (.xlsx) - For custom analysis and pivot tables
  • CSV - For import into accounting systems
  • AMS-native format - Formatted specifically for your agency management system
All exports include complete audit trails for compliance documentation.

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Credit Usage

Learn more about credit costs in Mulligan.

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Processing Details

  • Processing time: Under 2 minutes for most statements
  • Supported formats: PDF, Excel (.xlsx, .xls), CSV
  • Carrier support: Universal - works with any carrier format
  • Storage: Unlimited statement storage
  • Accuracy: Automatic error detection catches payment discrepancies

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Integration with Other Features

Commission tracking works alongside other Mulligan features:

Policies

Cross-reference commission data with uploaded policies to verify coverage and premiums

Quoting

Track which quoted policies ultimately generated commission income

Export to Excel

Download commission data for integration with your accounting or CRM system

Best Practices

Learn tips for commission reconciliation and tracking

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Next Steps

View Billing & Credits

Check your credit usage and balance