SALES CENTER / PRODUCTION AUDIT

Thursday IP Reconciliation

Get 1% better every day. Compare your policy records with Uppatop corporate production, identify gaps, and protect the credit you've earned.

Privacy: Files are processed in this browser session only. Nothing is uploaded to Kaizen HQ or Supabase. Do not use on shared computers. This first release does not automatically check carrier payment status or fetch Uppatop data.

1 · Expected policy records

Upload your agent book or sales tracker (Excel or CSV). Required: Policy # and AP or Annual Premium. Carrier and agent help match accurately.

Agent book / expected IP file

Supported aliases: Policy #, Policy Number, AP, Annual Premium, Carrier, Name, Writing Agent, NPN, Policy Status.

2 · Corporate policies export

In Uppatop, click Policies ↓, download the spreadsheet, and select it here. Supports the 13-column export you shared.

Uppatop Policies export

The corporate export's reported date and annual premium are used for comparison. A reported row is not independent proof of payment.

3 · Run your audit

Agent filter (optional)Reported date cutoff (optional)

Choose both files to begin. No files have been uploaded to a server.

Expected AP—

Corporate matched AP—

Potential missing AP—

Items to review—

Policy-by-policy comparison

Missing means no matching corporate row was found in the selected export. It does not automatically mean a carrier or corporate reporting error. Review duplicates and timing before contacting corporate.

Status	Policy #	Carrier	Agent	Expected AP	Corporate AP	Difference

Kaizen HQ · Learn · Execute · Improve · Scale · Prototype v30. This tool is not yet connected to the policy database or scheduled alerts.