Easy Commission Tracker

Instant clarity on every commission

Cloview automates commission reconciliation:

  • Upload carrier files (CSV, XLSX, PDF)
  • Auto-match payments to policy records
  • Flag issues missing or duplicate payouts
  • Export clean, reconciled reports in minutes
Early users: pilot seats are free for a limited number — we’ll help you onboard and process your first files.
Total commissions (this month)
$42,760
By carrier
UnitedHealthcare
Quick snapshot
Matched
3,420
Unmatched
18
Duplicates
3
This is a mock dashboard for demo purposes.

What Cloview does

Fast, affordable commission reconciliation built for small brokers and boutique agencies — no heavy onboarding, just results.

Auto Parse & Match

Upload CSV, Excel, or PDF statements — Cloview extracts rows and attempts exact & fuzzy matches to your policy list.

Review & Confirm

Low-confidence rows land in a simple review queue where you confirm matches in seconds — corrections teach the system.

Reports & Exports

Export reconciled reports (CSV / PDF) for accounting, or send monthly summaries to your team automatically.

How it works

Three steps to clarity — no complex setup required.

  1. 1
    Upload
    Drop carrier statements and your policy list (CSV/Excel/PDF).
  2. 2
    Auto Match
    Cloview attempts exact and fuzzy matches and flags anomalies.
  3. 3
    Export & Act
    Confirm a few rows, export a report, and know who’s been paid — instantly.
Example reconciliation
Upload: Aetna_May.csv, Humana_May.xlsx, PolicyList.csv
Unmatched rows
  • - Mary J. Smith → possible: Mary Johnson (confidence 88%)
  • - Policy TX-9999 → no match found
Action
  • - Confirm Mary Johnson (1 click)
  • - Create new policy for TX-9999