CommissionIQ Documentation
Everything you need to get started and make the most of CommissionIQ.
Getting Started
Set up your account, connect your first carrier, and upload your first commission statement in under 10 minutes.
- 1. Create your account
- 2. Add your carriers
- 3. Upload a commission statement
- 4. Review your reconciliation report
Agency Setup
Invite agents, configure commission splits, connect sub-agencies, and set up your FMO connection.
- • Adding team members
- • Configuring commission splits
- • Sub-agency management
- • FMO / broker connections
Reports & Exports
Generate commission reports by carrier, agent, insurance line, or time period. Export for your accountant or for 1099 preparation.
- • Commission reports
- • Reconciliation reports
- • Agent performance reports
- • 1099 preparation guide
Platform Features
CSV Upload & Reconciliation
Upload commission statements from any carrier. CommissionIQ maps the columns automatically.
Missing Commission Alerts
Get notified immediately when a carrier pays less than expected.
Commission Splits
Configure how commissions are split between producers automatically.
Multi-Carrier Support
Track commissions from unlimited carriers across all insurance lines.
Sub-Agency Management
Manage your agency hierarchy — FMO → Agency → Sub-Agency → Agent.
FMO Connection
Connect your upline FMO or broker to automatically import override commissions.
Reports & Exports
Export commission reports as PDF or CSV in one click. Ready for your accountant.
1099 Preparation
Generate 1099 data for all producers at year end — available on Pro plans and above.
Need personalized help?
Our support team is ready to help you set up and get the most out of CommissionIQ.
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