Automated Commission Statement Reconciliation
When a carrier commission statement arrives, WebRun reads each line, matches it to the expected commission on the policy in NowCerts, logs matches and discrepancies to a Google Sheet, and posts your team a Slack summary of underpaid, missing, or unexpected commission lines to chase.
How do I reconcile carrier commission statements automatically?
When a carrier commission statement lands, WebRun reads each line and matches it to the expected commission on the policy in NowCerts. It logs every line to a Google Sheet with the variance, flags underpaid, missing, and unexpected commissions, and summarizes them in Slack, so commission discrepancies get caught instead of quietly costing the agency.
- Every commission statement reconciled the day it lands
- Underpaid and missing commissions surface automatically
- Discrepancies are logged line by line, ready to chase
Built for independent insurance agencies · agency bookkeepers · agency principals · operations leads
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.nowcerts.com/Login.aspxin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read the commission statement
gmail.com
WebRun reads the inbound carrier commission statement line by line. - Open the inbound email and identify the carrier commission statement
- Read each line: policy number, insured, premium, and commission amount paid
- Note the carrier and statement period for the run
Done when Every line on the commission statement has been read with its policy and amount.
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2
NowCerts - match expected commissions
nowcerts.com
WebRun matches each statement line to the expected commission in NowCerts. - For each statement line, find the matching policy in NowCerts
- Compare the paid commission against the expected commission and rate on the policy
- Mark each line matched, underpaid, missing, or unexpected
Done when Every statement line is matched to a NowCerts policy and tagged against the expected commission.
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3
Google Sheets - log matches and gaps
google.com
WebRun logs the reconciled lines and flags the variances. - Log every statement line with policy, paid amount, expected amount, and the variance
- Group discrepancies: underpaid, missing, and unexpected commissions at the top
- Keep a running reconciliation tab by carrier and statement period
Done when The statement is fully reconciled in the sheet with discrepancies flagged.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it dispute commissions or contact the carrier on its own?
No. WebRun only reconciles the statement and reports discrepancies to a sheet and Slack. Disputing an underpayment or contacting the carrier stays with your team. It just shows exactly which lines are off.
How does it find a discrepancy?
It compares each paid commission on the statement against the expected commission and rate on the matching NowCerts policy, then flags lines that are underpaid, missing entirely, or paid where none was expected.
What if a statement line has no matching policy?
It flags the line as unmatched in the sheet so your team can investigate, rather than guessing. Nothing is written back to a policy record, the reconciliation lives in the sheet.
Related templates
Put this on autopilot.
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