Worksheet

Commission reconciliation sheet

A worksheet of three tabs. The first holds expected commission per policy. The second takes the pasted carrier statement lines. The third lists exceptions, with columns for bucket, difference, suspected cause, date raised, carrier reply, date settled and the colleague who chased it.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Reconciling carrier commission statements with your book”, www.gullysystem.com/blog/reconciling-carrier-commission-statements-with-your-book