How to Use the Commission Scan

Commission Scan Overview
The Commission Scan feature in Momentum AI allows you to upload carrier commission statements in PDF format and automatically extract the data into a structured CSV file. Once processed, the CSV can be imported and reconciled directly inside Momentum AMS, reducing manual entry and ensuring accuracy in your commission records.

Step 1: Access the Commission Scan

Log in to Momentum AMS.
From the left navigation, click Momentum AMP.
Select Momentum AI (opens in a new tab).
In the AI Center, click AI Scans.
Choose Commission Scan.

Step 2: Upload the Commission Statement

Upload the statement as a PDF file.
Momentum AI will extract key details such as:
- Policy Numbers
- Effective Dates of Endorsements
- Commission Amounts
- Payment Dates
Once uploaded, wait for the confirmation message: "Commission Statement Extracted from PDF."

Step 3: After Statement is Extracted

AI will prompt with
Would you like to import these commission transactions into AMS?
To complete this action, please click the Advanced Options below.
Let me know if you want to proceed!!

Step 4: Import Commissions

Select Import Commissions to begin reconciliation.

Step 5: Map the CSV Fields

When prompted, map only these four fields:

Policy Number
Effective Date of Endorsement
Commission Amount
Payment Date (enter manually during mapping if not present in the CSV)

⚠️ For all other columns:

Select the blank option (the system will auto-label them “I don’t have it”).
Do not map Premium unless it was never entered into AMS. Mapping Premium unnecessarily will create duplicate endorsements and inflate policy premium.

? Make sure to uncheck “Ignore Duplicates” so all commission entries are included, even if multiple transactions exist for the same policy.

Step 6: Match Transactions

The system matches entries by Policy Number only.
If there is no exact match, those items will not import.
Adjust the CSV or your AMS policy number format to ensure consistency.

Step 7: Approve the Statement

Review the import preview carefully.
Click Approve to finalize reconciliation.
Approved statements will appear in Miscellaneous → Accounting Items → Agency Statements with the format:
Data Import: DB_Data_Import_DATE AND TIME

Best Practices for Commission Scan
• Only map the four required fields to avoid duplication and errors.
• Always uncheck **Ignore Duplicates** for commission imports.
• Verify policy number formats match exactly between the carrier statement and AMS.
• Keep commission rules disabled for carriers where you are importing via CSV to prevent double entries.
• Save a backup of the original CSV and PDF before import for audit purposes.
• Reconcile commission statements promptly to keep records accurate.