Commissions with a clear path to reconciliation.
Carrier statements in, agent pay out. Books brings commission statements, comp plans, pay runs, expenses, and reconciliation onto the same client and policy records the rest of your agency already runs on.
Carrier statements in
Import the whole commission statement — CSV or PDF — and let Books match each line to the policy and client it belongs to. Lines it cannot match with certainty wait in a review queue; nothing is guessed.
Per-agent pay out
Agent pay comes from explicit policy pay assignments, not from whoever the carrier lists as the writing agent. Splits, levels, and overrides are set per policy, so every participant's share is on record.
Comp plans with real depth
Define your own commission levels and rate schedules by carrier and product, with advances, paybacks, and chargebacks — applied in the order the math actually runs.
Pay runs with approvals
Build a pay run from a closed period, review the people, items, exceptions, and adjustments, then approve. Approval records the authorization; external payment is tracked separately, never assumed.
Expenses, loans, and bank matching
Agency expenses, agent loans and advances, and bank imports reconcile against the same ledger, with profit and loss, projection, and agent-profitability reports built in.
An audit trail you can stand behind
Every adjustment carries a reason, an approver, and history. Reconciliation shows what is explained and what is still open before a period closes.
Books is rolling out by invitation. It tracks what is owed, advanced, and marked paid; your payroll provider stays the payer, and no amount is ever posted from an uncertain match. Ask your account team to enable Books for your agency.
FAQ
Does Books pay my agents?
No. Books tracks what each agent is owed, what has been advanced, and what has been marked paid. Your payroll provider stays the payer.
What happens when a statement line doesn't match a policy?
It waits in review with the candidates Books found. Money is never posted from an uncertain match, and nothing is rounded to make a figure fit.
Which statements can Books read?
CSV and PDF commission statements through carrier-specific readers. Statements can arrive through Files or as Mail attachments, so there is no re-upload. Your account team can confirm coverage for your carriers.
Is Books available on every plan?
Books is enabled per agency by invitation while it rolls out. Ask your account team to turn it on for your workspace.
Books works around the same client record as everything else.
Carrier statements, comp plans, pay runs, and reconciliation on the policies your CRM already tracks. See how it fits into your agency's day — on your own book of business, not a canned demo.