one-click client reports

reportr

before & after

1. building client commission reports

   before

   manual reconciliation in spreadsheets takes up to 40 hours a month

   after

   one click reconciles every line and exports a finished report

2. catching what you weren't paid

   before

   short-paid and unpaid commissions slip through unnoticed

   after

   every short-paid and unpaid line flagged automatically

3. reports that look like yours

   before

   copy-paste into a generic template with no branding

   after

   a white-label pdf with your own logo, ready to send

reportr guides

Ways to use reportr, and how it compares.

• use caseCommission reconciliation, explained — and how to automate itCommission reconciliation means checking what carriers paid against what your agency was owed — why payments go short, and how reportr matches every line.
• use caseChoosing insurance commission reconciliation software when your data is stuck in carrier portalsInsurance commission reconciliation software must reach carrier portals with no APIs. What it actually needs to do, and how reportr closes that gap.
• how toHow to reconcile carrier commission statements against your book of businessHow to reconcile carrier commission statements each month: capture each portal, load your roster, and let reportr match expected vs paid and flag the gaps.
• how toHow to find the commissions your carriers never paid youFind unpaid and short-paid commissions: compare what you're owed against what carriers actually paid, line by line. reportr builds the dispute list.
• comparisonAgencyAnalytics alternative: reporting for data that lives behind a portal with no APIAgencyAnalytics alternative for sources with no API: reportr reads the carrier portal you're already logged into and builds the branded report anyway.
• comparisonWhatagraph alternative: reporting when your source has no API to connect toWhatagraph alternative for data behind a login with no usable API: reportr reads the portal you're already logged into and builds a branded report.