Insurer Commission Statements
Track monthly insurer commission statements and reconcile them against policies, clients, sub-agent payouts, and payment vouchers.
This area shows pilot reference records.
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No payment, transfer, DuitNow, FPX, card, or bank action is performed.
Do not upload real customer NRIC, receipts, signatures, or bank details.
What to do next
Match insurer commission lines to clients, policies and sub-agents, then add them to commission records.
Different insurers use different commission statement formats. BaoXianFlow stores each format as a statement template and reconciles the rows back to clients, policies, sub-agents, and vouchers.
Etiqa General Takaful
Motor Commission Statement
Supported fields
Transaction Date / Matched Date, Certificate No., Covered Name, Vehicle No., Transaction Type, Gross Due / Refund Premium, Insurer Commission, Receipt / PV No., Matching Flag, Payable / Recoverable
Last updated: 2026-07-01
Tokio Marine
Listing of Commission
Supported fields
Year, Month, Statement Date, Marketing Officer, Agent Code, Policy No. / Renewal No., Vehicle No., Tran Date, Description, Cls / Trans, Gross Premium, Comm. Rate, Comm, Comm Due, Tax Inv No.
Last updated: 2026-07-01
Upload/PDF/image parsing is not active in this local demo. For now, statement rows are seeded as dummy data. Production version can support PDF, image, or Excel upload and reconciliation.
PreviewStatement rows are not saved here.
Preview entry area. No upload, OCR, PDF parsing, image parsing, or live storage is wired in this pass.
Monthly insurer statement records.
| Statement ID | Insurer | Statement Type | Statement Month | Account / Agent Code | Currency | Total Gross Premium | Total Commission | Total Payable / Recoverable | Matched Items | Unmatched Items | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STMT-ETIQA-2026-01 | Etiqa General Takaful | Motor Commission Statement | January 2026 | V003**** CPA B1 | RM | RM3,260.25 | RM275.41 | RM192.787 | 2 | 1 | Partially Matched | Review |
| STMT-TOKIO-2026-05 | Tokio Marine | Listing of Commission | May 2026 | Agent Code DEMO-****-0526 | RM | RM2,003.52 | RM168.16 | RM117.712 | 1 | 2 | Matching Required | Review |
