CommissionIQ — Insurance Commission Management

From upload to recovered revenue in three steps

CommissionIQ automates the entire commission auditing workflow so you can focus on selling.

01

Upload your statement

Drag and drop any PDF, CSV, or Excel commission statement. Claude AI reads it instantly.

02

AI audits every line

We compare each transaction against your carrier rate schedules and flag rate mismatches, duplicates, and orphan chargebacks.

03

Recover what you're owed

Dispute discrepancies with carriers, track resolutions, and watch your recovered revenue grow.

Everything your agency needs

Built specifically for life insurance agencies. Whole life, term, IUL, annuity, and final expense.

AI statement extraction

Claude reads PDFs, CSVs, and Excel files with 95%+ accuracy — no templates or manual entry required.

Rate schedule auditing

Upload your carrier contracts and we'll flag every transaction that doesn't match the agreed commission rate.

Discrepancy management

Track disputes from detection through recovery with a full audit trail and resolution workflow.

Life carrier support

Works with any life insurance carrier — Ethos, Corebridge, Mutual of Omaha, Nationwide, and more.

Producer management

Track producer performance, set compensation plans with custom split percentages, and calculate payouts.

Global search

Find any statement, client, carrier, or producer instantly with Cmd+K search across your entire book.

Beyond commission auditing

Manage your entire book of business

CommissionIQ goes beyond auditing — track clients, policies, annual reviews, and predict which policies are at risk of lapsing.

Client book of business

Auto-populated from your commission statements. See every client, their policies, premiums, and assigned producer in one place.

Lapse prediction

AI risk scoring flags policies likely to lapse before they cancel. Reduce chargebacks and protect your revenue.

Compliance tracker

Track state licenses, carrier appointments, E&O insurance, and CE credits. Get alerts before anything expires.

Analytics dashboard

Commission trends, carrier scorecards, product mix analysis, producer leaderboards, and discrepancy breakdowns.

Smart notifications

Get alerted when statements finish processing, discrepancies are detected, or compliance items are expiring.

Carrier scorecards

Rate your carriers on accuracy and dispute resolution. Know which carriers consistently underpay — backed by data.

$5.1M+

Commissions tracked

2,400+

Statements processed

$127K

Discrepancies recovered

99.2%

Extraction accuracy

Ready to stop leaving money on the table?

Join life insurance agencies already recovering commissions with CommissionIQ.

Start your free trial

14-day free trial · No credit card required

Stop losing revenue to carrier underpayments