Example scenarios: what commission checking actually finds
Five concrete situations insurance advisors and small agencies recognise, and what Commission Clarity shows in each one. Every scenario can be reproduced in the free demo on sample data.
These are illustrative scenarios, not customer testimonials. No provider is named and no figures are presented as results a specific user achieved — each example describes what the app calculates and displays, which you can verify yourself in the demo.
Scenario 1
Three policies that were sold but never paid
Self-employed advisor, around 180 active policies, records kept in Google Sheets
The situation
Commission arrives monthly as a single transfer with a statement attached. The total always looks plausible, so individual lines are never compared with the policies that were sold.
What the app shows
Every policy gets an expected commission for its current policy year, calculated from the advisor's own rules.
Safe Mode lists policies with no matching paid line at all — including three that were signed but never issued by the provider.
Each line shows the expected amount, the amount actually paid and the difference, so a query can be raised with a reference rather than a suspicion.
What changes
The advisor has a short list of specific policy numbers to ask about, instead of a feeling that something is missing.
An agency settlement that took an hour instead of an afternoon
Three-advisor agency with different splits per product
The situation
Each month the agency owner rebuilt a spreadsheet to work out what each advisor was owed, applying a different percentage per commission rule and a mentor share for one advisor.
What the app shows
Splits are defined per commission rule, with advisor, mentor and agency shares that must add up to 100%.
The agency view shows the whole team or one selected advisor, while each advisor sees only their own book.
The settlement can be exported as a CSV once the figures are agreed.
What changes
The calculation stops being rebuilt by hand every month, and the advisor can check the same figures the agency used.
The quiz takes about two minutes and points at the specific gaps in how your commission is currently checked. The demo shows the same views these scenarios describe, on sample data.
No. They are illustrative scenarios built from the situations the app is designed for, and each one can be reproduced in the free demo on sample data. We do not publish invented testimonials or customer names.
Can I reproduce these examples myself?
Yes. The demo runs on sample policies, statements and commission rules with no sign-up, and every scenario links to the view where it appears.
Which scenario applies to most advisors?
Missing or stopped payments. A policy that is never issued, or a renewal that quietly ends, changes a monthly total so little that it is almost never noticed without a per-policy expected amount.
How would I know which of these applies to me?
The free quiz walks through how you currently keep and check records and points at the specific gaps, or you can connect your own Google Sheet and look at Safe Mode directly.
