Agreement summary
Eligibility rules, rate tables and bonus tiers for each carrier and year. Each one with a citation to the relevant clause.
Increase your commissions with your existing targets
Your carrier agreements already define what earns a bonus. Parsewise reads each agreement and monthly report, then shows what you are on course to earn and how far you are from the next tier.
Carrier A, 2026
$36,000 short of the next tier
- Projected premium
- $1,284,000
- Loss ratio
- 44.2%
- Estimated commission
- $25,680
Bonus tier $1,320,000
JanAug reportedDec
Reach the next tier and your estimate rises to $39,600.
- Carrier B: Eligible, on track for its top tier
- Carrier C: $48,000 below the premium minimum
The targets are in the agreements, with results arriving monthly
Each carrier's agreement sets a different premium minimum, loss-ratio limit, set of growth tiers and rate table. Production and loss reports arrive monthly, each in the carrier's own layout. Unless someone tracks one against the other, agencies find out what they earned when the payment arrives, too late to close a gap.
Workflow steps
01
Read the agreements
Parsewise pulls each carrier's eligibility rules, rate tables, growth tiers and multipliers from the agreement and its exhibits. Every rule is linked back to its clause.
02
Track the monthly results
Parsewise maps production and loss reports as they arrive and leaves out ineligible lines. It rolls member agencies and separate agency codes up to one figure and flags any missing data.
03
See what is within reach
For each carrier, you get an eligibility check, an estimated commission and the gap to the next tier. Your team reviews the estimate before sharing it with producers or finance.
A contingent commission tracker for every carrier
Year-to-date position
Written premium, loss ratio and growth against each target, with a month-by-month trajectory to year end.
Estimate and next tier
The expected commission, the premium or loss-ratio movement needed for the next tier, and any data gaps.
Point your producers at the tiers within reach
You can see which agreements are on track and which are close to the next tier, with a current estimate for each carrier. Producers know where new business pays most, and finance can plan for the payment.
Live with a US agency group
A US agency group tracks its carrier programs with Parsewise across its member agencies. For each carrier it gets an eligibility check, an estimated payout and a month-by-month trajectory, and every figure is linked to its source.
An estimate until the carrier pays
The carrier calculates the final commission from its own year-end figures. Until then, your team has an early figure it can trace back to the documents. If the settlement differs, you can ask the carrier about that specific difference.
- Confirm the current agreement year and any amendments.
- Check that every month's production and loss report is present.
- Compare the carrier's statement with the estimate before closing the year.
Configure it around your team
During implementation, we agree the documents, rules and outputs this workflow needs.
- The carriers and agreement years you want to track
- Your production and loss report formats by carrier
- The dashboard, producer view and reporting cadence your team uses
Send one carrier agreement and a few months of reports
We'll start with the task your team handles, demonstrate how Navi prepares the work and discuss a custom demo you can test.
Start with a demo or a test run
Book a demo
Pick a time that suits you. You add your name and email when you book. Calendar not loading? Open the booking page.
Prefer email? sales@parsewise.ai
Rather see results on one of your own carriers before a call?