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PRODUCER PORTAL · STATEMENTS & DISPUTES

Every statement. Every dispute.
Resolved — not ignored.

Complete historical statement archive with PDF download, digital dispute submission with evidence upload, and full status tracking from submission to resolution.

Historical statement archive — all periods, all carriers
PDF download with carrier-level breakdown
Dispute submission with evidence document upload
Status tracking: Submitted → Under Review → Resolved
Resolution timeline visible to producer throughout
Escalation workflow when resolution exceeds SLA
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COMMISSION STATEMENTS & DISPUTE WORKFLOW

Commissions & Rate ManagementRate plansCalculationsAdvancesChargebacksStatements$2.4MAccrued MTD$1.8MPaid this cycle$47KDisputes open4Rate plansCOMMISSION RATES — CURRENT PERIODRedwood General MGABase 12% + Vol bonus tier 212.8%ActiveHighpoint PartnersBase 9% + Override 2%11.0%ActiveMeridian Direct (advance)Advance $18,400 · earn-out 6 monthsAdv.PendingProfit commission — Q4Loss ratio 58% · 3% profit share triggered$84KCalculatedMonthly close: Oct 2026 · 3,412 policies calculated in 14 secondsCommission leakage detected: $12,840 (recovered)

Impact Metrics

90%
Fewer calls to ops team on commission queries
3 days
Target dispute resolution vs industry 3–4 weeks
100%
Statement history available — no gaps
Digital
End-to-end dispute — no phone calls needed

See STATEMENTS & DISPUTES in action.

Book a live portal demo — 30 minutes, your producer workflow, your questions answered.

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