VP view — production shows the whole agency. This POC dataset is MIK's book; the commission List tab rolls up all 9 producers.
Numbers shown are agency commission (placeholder). Production ingests the HawkSoft producer-split export, so these become each producer's actual pay.
View
Period
Carrier
LOB
Transactions
statement lines
By reporting month click a bar to filter the period
By line of business click to filter
Top carriers click to filter
Statement detail
| Client | LOB | Carrier | Policy # |
Comm. Prem. | % | Paid | Type |
Producer commission — YTD 2026 whole agency
| Producer | Paid YTD |
Txns | Policies |
|---|
Owner-only. Producers and the VP never see this tab.
Import monthly commissions
Drop the monthly HawkSoft commission export here. It's validated before it commits (mock).
⬆ Drag CSV here or click to choose
On upload: parse → show "3,572 lines · 9 producers · period 07/2026 — commit?" → append to history DB. Nothing overwritten. (mock)
Impersonate a producer
View the portal exactly as any producer sees it.
POC note: only MIK's book is loaded here, so impersonation is illustrative. Production pulls the chosen producer's book from the cache. (mock)
Settings
Commission rules status, sync health, statement email schedule, user roles — owner-only controls (mock).