video1.0<iframe src="https://www.loom.com/embed/3aa754797bd04e49a27d6192f49a4b5f" frameborder="0" width="1730" height="1297" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12971730Loomhttps://www.loom.com12971730https://cdn.loom.com/sessions/thumbnails/3aa754797bd04e49a27d6192f49a4b5f-bff681eb2077c627.gif1028.839In this video, I walk you through the setup process for Retrieve, which automatically pulls commission statements from our carrier portals. I've highlighted the carriers that have been fully tested (marked in green) versus those that are still in testing (marked in yellow). You'll need to enter your username and password for each carrier, and once saved, you can activate them. I also explain the different statement types—defined, custom, and rolling—and the importance of avoiding overlaps when using custom statements. Please make sure to familiarize yourself with these details before hitting the run button to retrieve your statements.