Operations

Commissions

Carrier statements, commission rules, calculation previews, and payout review.

Phase 9 — Carrier, Commission & Reconciliation Engine. Thirteen new tables track agent / carrier code mappings, statement formats, statement uploads, raw statement rows, commission categories & rule sets, calculation runs, discrepancies, agent payout batches, and an override audit trail. Live spreadsheet parsing, override approvals, and payout export are scaffolded but not yet enabled — Phase 9 is a foundation only. Account Management Fees are imported but excluded from agent payouts by default. No live ACH, no real payouts, no AI agents.

Statement Uploads

2

Files uploaded for current period

Calculation Runs

1

Preview runs awaiting approval

Open Discrepancies

3

Open or in-review

Preview Payout (USD)

$1739.42

Sum of preview batches — not yet posted

Preview

Florida Blue April 2026 Preview

Calculated (Warnings)

Florida Blue · EA Pinder Default Commission Rules v1

Reported
$71.75
Commissionable Base
$62.75
Agent Payout
$43.16
Chargebacks
$-170.00
Rows
4
Warnings
0

2026-04-012026-04-30

EA Pinder April 2026 Payout Preview

Review Ready
Total Payout
$1739.42
Chargebacks
$-204.80
Agents
3
Rows
3

Preview only — no live payout posting in Phase 9.

Recent Statement Uploads

Latest statement files uploaded across carriers.

FileCarrierFormatPeriodReported TotalRowsStatus
florida_blue_u65_april_2026.xlsxFlorida BlueFlorida Blue U65 / Ancillary v1April 2026$71.754Previewed
humana_medicare_april_2026.xlsxHumanaHumana Medicare v1April 2026$289.164Previewed

Open Discrepancies

Variances flagged during import or calculation.

TitleTypeSeverityStatusAssigned

ACCT MGT FEE excluded from payout

Account Management Fee imported but excluded by default per firm rules.

Non-Commissionable ExcludedLowOpenEarnest A. Pinder

U65 chargeback for Audrey Clarke

Negative comp amount (RENEWAL CANCEL) reduces Audrey's April payout.

Chargeback DetectedMediumIn ReviewEarnest A. Pinder

Humana SplitPct=50 for Donna

Humana row arrived with SplitPct=50 instead of 100. Review whether second producer is on file.

Split % WarningMediumOpenEarnest A. Pinder