A clear starting point

Build your workflow, one step at a time.

Start with your own sales and carrier statements. Add more tools when they fit the way you work.

Choose Individual Lite and create your free account. Use Guide me whenever you need help finding the next step.

Open Sales, then New Sale. Save the customer and policy details so your pipeline has a record to match.

Upload a supported commission statement. Review the processing result, matched policies, payments and chargebacks in Commissions.

Watch a real walkthrough.

Our tutorials show the work on screen, including statement processing and commission review. Pause and follow along at your own pace.