From a messy carrier PDF to money in the right pocket.
Five steps, most of them automatic. The only human moment is teaching a brand-new carrier format once.
Drop in a statement
CSV, Excel, or PDF straight from the carrier. No template, no pre-formatting. The engine pulls every line item and the document totals, even out of a PDF table.
Reads merged cells, negative chargebacks, and dates in any format.
Known or new?
Pineapple Split fingerprints the layout. A format it has seen before reconciles instantly. A brand-new carrier format goes to the review queue.
Unknown formats are never auto-guessed and presented as final.
Confirm once, learn forever
In the review queue you confirm which column is the policy, the commission, the agent, and so on. We even pre-suggest the mapping. Save it, and that carrier is automatic from then on.
Your coverage compounds with every new carrier you teach it.
See exactly what is wrong
Each line is checked against expected rates and prior periods. You get a ranked exception report: what was underpaid, clawed back without cause, miscoded, and where totals do not add up.
Every flag links to the original row, so disputes are easy.
Split and pay your downline
Walk each commission up the hierarchy, apply split percentages or flat overrides, subtract chargebacks from the responsible agent, and export per-agent payout statements ready for 1099 prep.
Handles multi-level chains and odd split arrangements.
The discrepancies, by name.
- Commissions paid below the expected rate or CMS fair-market value
- Medicare commissions paid above the FMV cap
- New business miscoded as renewal, or the reverse
- Stated statement totals that do not match the sum of lines
- The same policy charged back twice for one period
- Chargebacks with no matching original commission
- Policies paid last period that went missing this period