The statement totals balance.
Three payments still come up $170.00 short.
Two homeowners renewals fall below the sample agreement. One auto payment doesn’t match the carrier’s own calculation. Here’s what a line-by-line check reveals.
1 · Find what deserves attention
3 payment discrepancies
$170.00 in calculated shortfalls. These are findings to verify, not money recovered.
Also needs information · excluded from $170.00
1 chargeback has no original payment in the sample history. That alone does not establish an error. Earlier statements are needed.
6 umbrella transactions need contract rates before underpayments can be checked.
2 · Verify the difference
DEMO-002: where the $60.00 comes from
- Premium on the statement
- $2,000.00
- Sample agreement: 15%
- $2,000.00 × 15%
- Expected commission
- $300.00
- Carrier paid
- $240.00
- Calculated shortfall
- $60.00
Original sample transaction
DEMO-002 · Example account 02 · Homeowners renewal
Premium $2,000.00 · stated rate 12% · paid $240.00
The 15% rate is supplied by the fictional agreement in this example. In your account, you enter the applicable rate from your own agreement.
What would your statement reveal?
Create a free account and upload one CSV, Excel, or readable PDF. Check the available information and see where a contract rate is needed.
Start free →3 uploads per month, free · no credit card required
3 · Have the evidence ready
A finding you can follow up on.
Put the policies, source amounts, and calculations in one review summary. Verify the details before raising a discrepancy with a carrier.
Fictional data checked with Pineapple Split’s reconciliation rules. This demo does not upload files, change an account.