Features & Quick Stats
Key Features
-
PDF, Excel, and CSV statement uploads
-
Commission statement data extraction
-
Policy matching
-
Exception and unmatched transaction review
-
Agency-specific matching memory
-
READ → MATCH → RESOLVE reconciliation workflow
Core Business
How EZ Commissions Helps Independent Agents & Brokers
Integrations
EZ Commissions + QQCatalyst integration coming soon.
AI Capabilities
EZ Commissions uses AI in two places, both within commission processing.
Statement layout mapping: when a carrier or MGA sends a statement in a format we have not seen before, the system proposes which column is which - policy number, premium, commission, rate. The proposal is shown next to the file and is applied only when the user confirms it; nothing is saved or reused until a person approves it. Once confirmed, that layout is reused automatically, so a carrier only needs this once.
Ask Your Commissions: plain-English questions answered from the agency's own commission data, such as "which carriers paid less at renewal than on new business last quarter?" The model answers only from queries run against that agency's own records, and the answer shows which queries produced each figure.
We use Anthropic's Claude via their API. Agency data is not used to train models. The layout-mapping feature sends the header row and a small sample of rows from the unrecognized statement, which is disclosed in our privacy policy.
Everything else - parsing, matching, reconciliation and ledger posting - is deterministic rule-based code, not AI.