Commish
Joseph Sidman# Project Specification: Commission & Broker Management System ## Overview This application is a comprehensive platform for insurance agencies or brokerages to track commissions, manage clients/policies, and handle broker (agent) distributions. It features AI-powered statement parsing to automate data entry from complex carrier Excel/PDF sheets. ## Core Functional Requirements ### 1. Statement Processing (AI-Powered) - **Multi-Format Support**: Upload Excel (.xlsx, .csv) or PDF commission statements. - **AI Parsing**: Use Gemini API to extract unstructured data: - Client Name (Auto-mapping to existing clients). - Carrier & Coverage Type (Health, Dental, Medicare, etc.). - Amount (Gross commission). - Pay Date & Service Month. - Policy/Group Number. - Agent Name & Participation/Split Percentages. - **Conflict Resolution**: provide a UI to "Pre-check" data, manually map columns, and fix inconsistencies before final database commit. - **Auto-Classification**: - Medicare entries must be automatically classified into the "Individual" department. - Other entries default to "Group" or follow user-defined client overrides. ### 2. Client & Policy Management - **Client Profiles**: Track revenue (YTD & Lifetime), department (Group vs. Individual), and active status. - **Sync Logic**: When uploading a statement, if a client's department in the statement differs from the existing record (e.g., a Group client now has a Medicare entry), the system should prompt or auto-update the master client record. - **Policies**: Managed as child entities of clients. Each policy holds its own split structure. ### 3. Broker (Agent) Management - **Profiles**: Track agent yields (YTD/Life), base split percentages, and active policy count. - **Commission Splits**: - **Global Base**: Every agent has a default base split (e.g., 70%). - **Policy Overrides**: Ability to set specific participation percentages for an agent on a per-policy basis (e.g., 50/50 split on a specific high-value client). - **Statement Overrides**: If a specific split is listed on an upload sheet, it should update or create a policy-level override for that agent. - **Yield Calculation**: Revenue is calculated based on the participation percentage at the time of entry. ### 4. Financial Reporting - **Multi-Level Grouping**: Aggregate data by Agent, Department, Client, Carrier, or Policy. - **Time-Based Filtering**: Filter by custom date ranges or pre-set periods (YTD, Last Year). - **Metric Definitions**: - **Revenue (Gross)**: The total amount received from the carrier. - **Yield (Net)**: The portion assigned to a specific agent after splits. - **Export**: Ability to generate CSV summaries of filtered reports. ## Data Infrastructure (Firestore) ### `clients` (Collection) - `name` (string) - `department` (string: "Group" | "Individual") - `active` (boolean) - `firstCommissionDate` (string) ### `agents` (Collection) - `name` (string) - `title` (string) - `email` (string) - `splitPercentage` (number: 0-100) - `totalEarned` (number) ### `policies` (Collection) - `policyNumber` (string) - `carrierName` (string) - `coverageType` (string) - `clientId` (string, ref) - `clientName` (string, denormalized) - `status` (string) ### `policies/{policyId}/splits` (Sub-collection) - `agentId` (string, ref) - `percentage` (number) ### `commission_entries` (Collection) - `amount` (number) - `payDate` (string, ISO) - `serviceMonth` (string) - `carrierId` (string, ref) - `clientId` (string, ref) - `policyId` (string, ref) - `agentId` (string, ref) - Primary agent link - `department` (string) ## UI/UX Design Standards - **Aesthetic**: Technical/Modern (Swiss style). Use Indigo and Slate color palettes. - **Navigation**: Sidebar-based navigation with clear sections (Dashboard, Reports, Clients, Agents, Upload). - **Interactions**: - Use `motion` (framer-motion) for all transitions and modal appearances. - "Focus Mode" for detail views (e.g., clicking an agent or client opens a full-height side panel). - High information density with monospace font for financial data. ## Technical Stack - **Framework**: React 18+ with Vite. - **Styling**: Tailwind CSS. - **Database**: Firebase (Firestore). - **AI**: Google GenAI (Gemini 1.5 Pro/Flash). - **Icons**: Lucide React. - **Data Viz**: Recharts (for dashboard trends).
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Settings
Manage your workspace preferences, integrations, and security controls.
Account Profile
Manage your personal information and agency details
Notification Preferences
Manage email alerts for commission events, reports, and system updates.
Commission Updates
Get notified when commission statements are processed, reconciled, or require manual review after AI parsing.
Report Generation
Receive alerts when scheduled financial reports are ready to download or when an export job completes.
Salesforce Sync Alerts
Stay informed about Salesforce synchronization status, failed record updates, and OAuth token expiry warnings.
System Maintenance Warnings
Advance notice of scheduled downtime, database maintenance windows, and platform version upgrades.
Data Management
Manage your commission data, sync with Salesforce, and control local cache and exports.
Download All Data
Export a full archive of your commission statements, client records, and policy data as a ZIP package.
Clear Cache
Remove locally cached query results and temporary files to free up 47 MB of storage.
Sync Now
Trigger an immediate Salesforce sync to pull the latest client interactions, contact updates, and opportunity records.
Storage Usage
308 MB of 500 MB usedSalesforce Integration
Sync commission data with Salesforce CRM for seamless client and policy record updates.
WinterGroup Insurance — Production
Salesforce Enterprise Edition · Connected via OAuth 2.0
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Two-Factor Authentication
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Use an authenticator app such as Google Authenticator or Authy to generate time-based one-time passwords (TOTP) for each login.
Devices & Sessions
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Recent Login Activity
Track authentication events and detect any unauthorized access to your account.
Danger Zone
Irreversible and destructive actions. Proceed with extreme caution.
Deactivate Account
Temporarily suspend your account. All commission data, agent profiles, and Salesforce sync will be paused. You can reactivate at any time by contacting support.
Delete All Data
Permanently erase all commission statements, client records, agent data, policy configurations, and Salesforce sync history. This action is irreversible and cannot be undone.
Request Data Deletion
Submit a GDPR-compliant data deletion request. Under Article 17 of GDPR, you have the right to erasure. Our compliance team will process your request within 30 days.
Manage Commissions. Simplify Operations.
AI-powered statement parsing, automated commission tracking, and intelligent conflict resolution — built for modern insurance brokerages that demand accuracy and speed.
Explore the Commission Island
Navigate our interactive 3D island to discover each core module of the winter-commission platform. Click any building to learn more.
Everything You Need to Manage Commissions
From AI-driven statement parsing to Salesforce integration, winter-commission gives your brokerage the tools to track, manage, and grow with confidence.
AI-Powered Parsing
Automatically extract client names, carrier details, and commission amounts from complex Excel and PDF statements using advanced AI.
AutomationCommission Tracking
Track every commission from upload to payout with real-time dashboards, split calculations, and historical trend analysis.
CoreClient Management
Maintain detailed client profiles, track revenue per account, and update departments automatically based on statement uploads.
CRMBroker Management
Manage broker profiles, set commission splits, monitor agent yields, and ensure accurate distribution across your team.
OperationsFinancial Reporting
Generate multi-level grouped reports with time-based filtering. Export filtered summaries as CSV for auditing and compliance.
AnalyticsSalesforce Integration
Sync commission records with Salesforce periodically, attaching interaction history and ensuring seamless CRM data flow.
IntegrationExplore the Island
Each building on the island represents a core module of winter-commission. Hover to discover what powers your brokerage from the inside out.
Drop Excel or PDF commission statements and let AI extract client names, carrier details, and amounts instantly.
Explore→Manage client profiles, track revenue by department, and maintain a comprehensive view of every relationship.
Explore→Set commission splits, track agent yields, and manage broker distributions across your entire agency.
Explore→Generate financial reports with multi-level grouping, time-based filtering, and exportable CSV summaries.
Explore→From Messy Statements to Clean Data
Upload carrier commission statements in any format — PDF, Excel, or CSV. Our AI engine parses unstructured data, extracts client names, policy details, and commission amounts, then maps everything to your schema automatically.
Designed for Every Role
Three distinct workflows tailored for administrators, brokers, and analysts — each with purpose-built tools and views.
Built on Modern, Proven Tools
Every layer of winter-commission is powered by industry-leading technologies — from AI-driven parsing to real-time cloud infrastructure and seamless CRM integration.
Powers the interactive UI with concurrent rendering for seamless commission dashboards and real-time data views.
Lightning-fast build tooling with hot module replacement for rapid development cycles and instant feedback.
Utility-first CSS framework enabling rapid, consistent styling across all commission management interfaces.
Secure cloud backend with Firestore for real-time data sync, authentication, and scalable storage of commission records.
AI-powered statement parsing that extracts client names, carrier details, and commission amounts from unstructured data.
Crisp, consistent icon library providing clean visual cues across navigation, actions, and status indicators.
Composable charting library for financial reports with multi-level grouping, time-based filtering, and live data transitions.
Periodic data synchronization attaches commission records to client interactions for comprehensive CRM integration.
Trusted by Insurance Professionals
See how agencies and brokerages streamline commissions, reduce errors, and save hours every week with winter-commission.
winter-commission completely transformed how we handle carrier statements. What used to take our team 3 days of manual data entry now happens in under 30 minutes with AI parsing. The conflict resolution UI alone saved us from countless errors.
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Join agencies already saving hours each week with AI-powered statement parsing, automated conflict resolution, and real-time financial reporting.
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