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AI PromptsCategoriesInsurance

💰 Check You Are Actually Being Paid

Run a book of business without letting a renewal slip. These prompts build what an agent or broker actually needs: every policy with its renewal date, commission you can check, claims tracked from notification to settlement, and a client portal that answers the routine questions. The renewal date does the work, because it is a reminder that repeats every year on its own.
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Check You Are Actually Being Paid

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I have no idea whether the carriers are paying me correctly. Build me a commission reconciliation app. From each policy premium and my agreed commission rate with that carrier, work out the commission I expect and when I expect it, including new business and renewal rates where they differ. Let me record commission statements as they arrive with the carrier, the period, and the amounts against individual policies. Match received against expected and show me, per carrier and per month, what has been paid, what is outstanding, and what looks short. Keep a query status on any discrepancy with the date raised and the response. Add an AI agent that reviews a statement, lists the policies where the amount received does not match what was expected, quantifies the total difference, and drafts the query to the carrier. Automate two things: a scheduled monthly reconciliation that flags anything unpaid past its expected date, and a reminder to follow up open queries. Two logins: an administrator who records statements, and an owner who sees the full commission position.

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STATUS · LIVE
v1

01 / Spark - intelligence awakens

Check You Are Actually Being Paid

Calculate expected commission per policy, match it against carrier statements, and surface the shortfall by carrier and month.

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// the spark catches · intelligence awakens · the answer unfolds

Commission statements are hard to read and rarely checked. This works out what you should have received policy by policy and shows the gap.

What's Included

  • Expected commission per policy from the premium and your agreed rate.
  • Received matched against expected statement by statement.
  • The gap made visible by carrier and by month.
  • An assistant that lists what appears to be missing.

How To Use

  1. Work out expected commission at the point you bind, not at year end.
  2. Match statements to policies. A carrier total tells you nothing.
  3. Chase the gap monthly. Old queries are much harder to settle.
  4. Watch renewal commission separately. It is where shortfalls hide.

Feed it from the policy register, and bill through invoicing prompts.

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