Independent agencies lose thousands every year to commission errors they never catch. CarrierTally finds the money your carriers forgot to send.
Built for agencies with 5–50 producers who are tired of spreadsheets.
The Problem You Already Know
Your bookkeeper downloads statements from dozens of carrier portals, matches them line by line, hunts for discrepancies — and starts all over next month.
Carriers apply wrong rates, miss policies entirely, or claw back commissions without explanation. If nobody checks, nobody knows.
Commission rates, carrier quirks, producer splits — it all lives in one person's head. When they leave, you're flying blind.
Simple Process
Drop PDFs, Excel files, or CSVs from any carrier. We normalize every format automatically — no manual data entry, no reformatting.
Every line item is matched against your book of business. Wrong rates, missing policies, and unexplained chargebacks are flagged instantly.
A clear dashboard shows discrepancies by carrier, total recovery opportunity, and producer split calculations — ready for action.
"We found $47,000 in missed commissions last year. They were sitting in carrier statements we never had time to audit."
Why CarrierTally
PDF, Excel, CSV — we handle the format chaos so you don't have to. Import from 50+ carriers without reformatting a single file.
Wrong rates, missing policies, silent chargebacks. We flag it all before you lose another dollar.
See commission trends by carrier, line of business, and producer — updated monthly, not guessed at quarterly.
What took 40+ hours now takes 2. Your bookkeeper will thank you. Your bottom line will too.
Connects to the systems you already use — Applied, Vertafore, HawkSoft, and more. No rip-and-replace.
Automatic split calculations based on your rules. No more spreadsheet gymnastics or manual lookups.
No credit card. No commitment. Just early access.
We're building CarrierTally with a small group of agencies. Join the waitlist to get first access and help shape the product.
No spam. We'll only email you about early access — once a month, max. You can unsubscribe anytime.
Want to talk now? Book a 15-minute call