Automated Applied Epic Commission Reconciliation
Each time a carrier commission download lands in Applied Epic, WebRun reads every line, compares the paid commission to the expected rate on the policy, and logs matches and variances to a Google Sheet ranked by carrier and period, so underpaid or missing commissions get caught fast.
How do I reconcile commission statements automatically?
Each time a carrier commission download lands in Applied Epic, WebRun reads every line and compares the paid commission against the expected rate on the policy. It logs every line to a Google Sheet with the variance, flags underpaid, missing, and unexpected commissions, and groups them by carrier, so commission shortfalls get caught instead of quietly costing the agency.
- Every commission download reconciled the day it lands
- Underpaid and missing commissions surface automatically
- Variances are logged line by line, ranked by carrier, ready to chase
Built for commercial insurance brokerages · 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.
-
WebRun signs in and gets to work
Opens
www.appliedsystems.comin a real browser with your saved login - no setup, no API keys. -
1
Applied Epic - read the commission download
appliedsystems.com
WebRun reads the carrier commission download in Applied Epic. - Open Applied Epic and find the carrier commission download that just landed
- Read each line: policy number, insured, premium, and commission paid
- Compare the paid commission against the expected commission rate on the policy
Done when Every line on the download has been compared to its expected commission.
-
2
Google Sheets - log matches and variances
google.com
WebRun logs reconciled commission lines and flags the variances. - Log every line with policy, paid amount, expected amount, and the variance
- Group underpaid, missing, and unexpected commissions at the top
- Keep a running reconciliation tab by carrier and statement period
Done when The download is fully reconciled in the sheet with variances 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 a commission or contact the carrier on its own?
No. WebRun only reconciles the download and reports variances to a sheet. 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 the paid commission on each line against the expected commission rate on the matching Applied Epic policy, then flags lines that are underpaid, missing entirely, or paid where none was expected.
What if a line has no matching policy?
It flags the line as unmatched in the sheet for your team to investigate, rather than guessing. Nothing is written back to a policy record.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.