Spreadsheet or software: how should you track brokerage commissions?
In detail
In a spreadsheet, each statement line is matched to the right policy by hand.
Identifiers vary between insurers: a line may carry an internal reference instead of the policy number.
Rate history must be kept to recalculate a past period, and every manual copy can introduce an error.
What the law says
No rule requires one tool over another. Checking depends on your brokerage agreements and the documents for each statement.
In practice
If your volume is small, start with a spreadsheet template and watch the time spent on matching: that time tells you when to move to software.
How Tacita helps
Tacita compares each statement line with the expected commission. Import of IG B2B statements downloaded from EcoHub Processus is available, and a full export remains possible at any time.
Useful tools and pages
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Common questions