Which lines on this statement don't tie out?
Paste the rows straight off a carrier statement. Nothing is uploaded — the maths runs in your browser, and there's no signup.
Your statement
One line per policy: policy number, premium, commission received, and optionally a rate for that row. Copying cells straight out of Excel works — a header row is ignored.
Your contracted commission rate.
Differences this small count as a match.
What doesn't tie out
Paste some lines to see the comparison. Nothing you paste leaves this page.
This compares each line against the rate you entered. It is not a statement about what a carrier owes you — your contracted rates, overrides and fee arrangements are not visible here. Lines that can't be read are listed rather than dropped, and credit memos are reported separately from short payments rather than netted against them. Nothing you paste is uploaded or stored. What counts as a variance?
This is the check the product runs on every statement line, with the exceptions queued for review. How commission reconciliation works in Policy Balance Hub.
Get new articles by email
Practical writing on reconciliation, commissions, and trust accounting. Roughly weekly. Unsubscribe in one click.