The statement totals balance.
Three payments still come up $170.00 short.
Two homeowners renewals fall below the sample agreement. One auto payment doesn’t match the carrier’s own calculation. Here’s what a line-by-line check reveals.
1 · Find what deserves attention
3 payment discrepancies
$170.00 in calculated shortfalls. These are findings to verify, not money recovered.
Also needs information · excluded from $170.00
1 chargeback has no original payment in the sample history. That alone does not establish an error. Earlier statements are needed.
6 umbrella transactions need contract rates before underpayments can be checked.
2 · Verify the difference
DEMO-002: where the $60.00 comes from
- Premium on the statement
- $2,000.00
- Sample agreement: 15%
- $2,000.00 × 15%
- Expected commission
- $300.00
- Carrier paid
- $240.00
- Calculated shortfall
- $60.00
Original sample transaction
DEMO-002 · Example account 02 · Homeowners renewal
Premium $2,000.00 · stated rate 12% · paid $240.00
The 15% rate is supplied by the fictional agreement in this example. In your account, you enter the applicable rate from your own agreement.
What would your statement reveal?
Start with one CSV, Excel, or PDF. We’ll check the available information and show where a contract rate is needed.
Reconcile a Statement →Free account · no card · no full rate schedule required
3 · Have the evidence ready
A finding you can follow up on.
Put the policies, source amounts, and calculations in one review summary. Verify the details before raising a discrepancy with a carrier.
Fictional data checked with Pineapple Split’s reconciliation rules. This demo does not upload files, change an account.