reportr
one-click client reports
reportr turns carrier commission statements into finished, white-label client reports. It reconciles what you were paid against what you were owed line by line — flagging every short-paid and unpaid entry — so a multi-day spreadsheet chore becomes a short review of the exceptions.
The first pack tackles insurance commission reconciliation: it checks what you were owed against what was paid, flags every short-paid and unpaid line, and renders a white-label PDF with your own logo. The engine is vertical-agnostic, so the same flow extends beyond insurance.
reportrone-click commission reconciliation
1 · capture carrier portals
- ✓Acme Life12 rows
- ✓Summit Health8 rows
2 · book of business
3 · white-label
how it works
- 01
open a portal
On a carrier or platform tab you're already signed into, hit capture.
- 02
reconcile
reportr pulls the data and checks expected against actual, line by line.
- 03
export branded
Get a white-label PDF — your logo, your colors — ready to send to the client.
a look inside
a few of the screens you'll actually use.
- reconciles every line
- flags short-paid & unpaid
- white-label pdf export
reportrone-click commission reconciliation
captured portals
- ✓Acme Life12 rows
- ✓Summit Health8 rows
- ⚠Granite Mutuallayout drift
Northwind Insurance
commission reconciliation · march 2026
expected
$4,860
received
$4,584
net
−$276
reportr guides
Ways to use reportr, and how it compares.
- use caseCommission reconciliation, explained — and how to automate itCommission reconciliation is checking what carriers actually paid against what your agency was owed. Here is why payments go short, and how reportr matches every line for you.
- use caseChoosing insurance commission reconciliation software when your data is stuck in carrier portalsMost reporting tools only connect to platforms with APIs. Carrier portals do not have them. Here is what insurance commission reconciliation software actually needs to do.
- how toHow to reconcile carrier commission statements against your book of businessA step-by-step monthly routine for reconciling carrier commission statements: capture each portal, load your roster, reconcile expected vs paid, and review the flags.
- how toHow to find the commissions your carriers never paid youMost agencies lose commission to short-pays, miscredits, and policies that never get reconciled. Here's how to compare what you're owed against what carriers actually paid, line by line, and produce a documented dispute list.
- comparisonAgencyAnalytics alternative: reporting for data that lives behind a portal with no APIAgencyAnalytics is a strong dashboard for platforms that expose APIs. reportr handles the opposite case — data trapped behind a login with no usable API, starting with insurance carrier portals — by reading the page you're already logged into.
- comparisonWhatagraph alternative: reporting when your source has no API to connect toWhatagraph is built for multi-source marketing reports over connectors and APIs. reportr is the alternative for data that lives behind a login with no usable API — it reads the portal you're already logged into and builds a branded report.