Cloview automates commission reconciliation for insurance brokers—so you always know what you were paid, what you're owed, and where issues exist.
Upload policy lists and carrier commission files in CSV, Excel, or PDF format. Cloview guides you through a one-time field mapping and remembers it for future uploads.
Cloview automatically matches commissions received with what you expected to be paid, identifying matched, underpaid, overpaid, missing, and no-match records in seconds.
Instantly see which policies were not paid in the current period, how much revenue is at risk, and which carriers require follow-up—no manual review required.
Associate policies with producers and define commission splits once. Cloview calculates producer earnings automatically after reconciliation.
Understand which carriers pay reliably, how commissions trend over time, and which policies and producers drive the most revenue.
Every upload, reconciliation, adjustment, and calculation is tracked. You always have a clear audit trail without relying on fragile spreadsheets.
Join the Cloview pilot and see your commissions clearly using your own data.
Sign up for the pilot