Every feature, at a glance

Everything in this list is in this app, or in the free foundation that installs with it.

Reporting

Today, yesterday, this week — on every list — The book, commission entries, statements and their lines, the not-received queue, exceptions, document requests, x-dates and certificates all filter by today, yesterday, this week, last week, this month, last month, this year and last year.

One book, several currencies, one number — Commission earned and received, the book in force, retention, producer payables, the exception queue, the carrier bars, the expected-against-received trend, the trust readings and the shortfall table are converted into the company’s currency at the rate in force on the close of the window. Carriers and the largest shortfalls are ranked after conversion, so the bar at the top is the biggest one.

Posts into the standard Accounting — Commission earned, carrier statement postings and premium payable are journal entries on account.move in the standard journals, and a client fee goes out as a customer invoice. There is no parallel ledger to reconcile: the money is where the accountant already works.
It posts, not just reports — Commission income and producer payables post to configured accounts as ordinary journal entries.

One calculation engine — Every commission figure in the app comes out of it; there is no second implementation of the arithmetic to disagree with the first.
Three ledgers on one table — Expected, received and payable share party, policy, period, rate, basis and amount, so the leakage report and the revenue report are one query.
Most-specific-match rate card — Resolved across carrier, class, transaction type, bill method and agency structure — and it names the rule that won.
Volume tiers, marginal or cliff — Two different agreements that both get called "a tier", and they pay different money.
Policy-year ladders — Life pays more in year one and steps down; a renewal re-resolves the rate instead of carrying last year's.
Contingent profit share — Loss-ratio and growth plans, accrued as they are earned rather than recognised when the cheque arrives.
Statutory ceilings enforced — An agreement above the market's ceiling for its class and policy year is refused, and a prohibited class pays nothing.

Credit and pay rate apart — Production credit totals exactly 100% and drives the league table; the pay rate is a separate column.
The Order # waterfall — A chain of intermediaries settled in sequence, each taking its cut from what the earlier ones left. Change the order and the money changes.
Payables that trace back — Every payable names the expected entry it came out of, so a producer's claim is one click, not an argument.

Per-carrier import layouts — CSV and other delimited text, Excel .xlsx and fixed-width; heading row, columns and materiality set once per carrier.
Totals checked first — The carrier's own printed total is compared before the import, because a dropped row is cheap to fix now.
Tiered matching cascade — Policy number with carrier and period first, loosening step by step to client name — and every match records its tier.
Exception queue — Missing commission, an amount that does not agree, a line that cannot be placed: the three things a reconciler actually works.
Carry forward, never forget — Rows the last statement could not settle come onto the next one instead of being quietly dropped.
Materiality write-off — A two-cent difference is not worth an afternoon; the threshold is yours and what was written off stays on the record.
Commission not received — Expected with nothing received past the carrier's own payment window — aged, chased, with the query reference kept.

Accounts, personal and commercial — One record per relationship, with the producer, account manager, branch and the book it came from.
Class books — Motor, property, marine, liability, life and five more, each its own menu with the columns that class needs.
Carrier loss runs — The claims history a carrier sends, held on file with the contingent volume and target loss ratio.

Expirations worklist — Renewals due, grouped by the producer who owns them, with the premium and commission at stake.
X-date pipeline — The expiry dates of business you do not hold yet, with the incumbent carrier and a day to start soliciting.
Lost business, with a reason — Carrier decision, client circumstance, another broker, a direct writer or non-payment — a field, not a feeling.

Client requests — Quotations, invoice copies, certificates and loss histories as a worklist with the policy and the day needed.
Certificates of insurance — Issued off the placement to the holder, and reissued at renewal to the holders who asked for it.

Fees beside commission — A fee raises its own expected entry, and its own producer payable where the producer shares in it.

The client's own book — Policies, certificates, statements and invoices, a printable schedule and document requests — per client, by an access rule.

Five documents — Client schedule, renewal notice, commission reconciliation, remittance advice and certificate of insurance.

Eight roles on six desks — Servicing kept apart from pay, an auditor who writes nothing, and a manager who alone moves money with no transaction behind it.