AGENCY FINANCEInsurance Commission Reconciliation ChecklistCompare carrier statements with agency records while documenting exceptions and chargebacks. Print or save as PDFAgencyPrepared byDateAccount or referenceStatement controlCarrier and statement periodStatement dateExpected deposit dateTotal commission shownTotal receivedDifference requiring reviewPolicy comparisonPolicy or transaction referenceProducer or agency codeWritten or earned premiumExpected commission rateCommission paidNew business, renewal, endorsement, cancellation, or chargebackException follow-upReason for differenceContract or schedule reviewedCarrier contact and dateSupporting document attachedCorrection expectedResolved date and reviewer