Free tool for insurance agencies
The commission reconciliation checklist
The exact month-end process
Fifteen steps, four phases — the same reconciliation discipline we run for agency clients every month. Check items off as you go, and read the "why" under each step: that's where the missing money usually hides. Free, no email required.
Founder, Accelerate Business Solutions · Published August 21, 2026 · Last updated August 21, 2026
0 of 15 steps complete
0% there
1 · Before you start
0/32 · Reconcile each carrier
0/53 · Producer splits
0/34 · Close the month
0/4Keep going:
- Insurance commission tracking, done for you — this exact process, run monthly, with discrepancies chased for you.
- Commission tracking software: an honest guide — spreadsheets vs. AMS modules vs. dedicated platforms vs. outsourcing.
- Bookkeeping for insurance agencies — the full picture: reconciliation, producer splits, and a close on a set date.
Rather have this done for you every month?
Send one month of carrier statements and we'll reconcile them free, line by line — or book a free 30-minute consult to talk it through first.
Book your free consult