Overview
Agent Statements in Digit summarise an agent’s activity over a selected period - including premiums, commissions, receipts, and balances. These statements can be generated and sent directly from Digit, giving agents timely visibility into what they owe or are due.
Generating an Agent Statement
- Jump into Digit and head to “Actions” in the top right
- Select “Send Agent Statements”
- Select the scheme and agents & template (see below)
- Select the date range & format
- Send a trial run to yourself or send directly to the agent
Watch the Demo
Want a visual guide? Below is a video walkthrough showing how to send Agent Statements in SchemeServe:
You may have more than one agent statement template, for example if you have two schemes with two different bank accounts. Or, you might just want to customise the one agent statement you do have.
Within your SchemeServe site, head to settings in the top right and into the final tab “agent statement templates”. From here you can create numerous templates - treat it similar to how you would build a document in the document editor. Some tips:
✔️ Use the system IDs along the side to make it dynamic
✔️The statement editor can only use these system IDs
✔️Jump into source to edit & style your template
Use or template below & paste the HTML into the source of your agent statement template builder:
View code:
<style type="text/css">body {
margin: 0;
padding: 0;
font-family: Arial, Helvetica, sans-serif;
color: #1f2937;
background-color: #f4f6fb;
font-size: 10pt;
line-height: 1.4;
}
.wrapper {
max-width: 1100px;
margin: 0 auto;
background-color: #ffffff;
border: 1px solid #e5e7eb;
}
.header {
padding: 24px 30px;
border-bottom: 3px solid #6a35d0;
background: linear-gradient(135deg, #ffffff 0%, #f5f3ff 100%);
}
.header table {
width: 100%;
border-collapse: collapse;
}
.header td {
border: none;
padding: 0;
vertical-align: top;
}
.logo {
max-width: 200px;
}
.company-name {
font-size: 18pt;
font-weight: bold;
color: #6a35d0;
margin-top: 8px;
}
.subtitle {
font-size: 9pt;
color: #6b7280;
}
.content {
padding: 28px 30px;
}
.grid {
width: 100%;
border-collapse: separate;
border-spacing: 0;
margin-bottom: 24px;
}
.grid td {
border: none;
vertical-align: top;
}
.card {
width: 48%;
padding: 16px 18px;
background-color: #f9fafb;
border: 1px solid #e5e7eb;
border-radius: 8px;
}
.card.right {
margin-left: 4%;
background-color: #f5f3ff;
border-color: #ddd6fe;
}
.label {
font-size: 8pt;
font-weight: bold;
text-transform: uppercase;
color: #6b7280;
margin-bottom: 6px;
}
.title {
font-size: 22pt;
font-weight: bold;
color: #111827;
margin-bottom: 6px;
}
.meta {
font-size: 9pt;
color: #6b7280;
}
.panel {
margin-bottom: 24px;
padding: 16px 18px;
background-color: #fafafa;
border: 1px solid #e5e7eb;
border-left: 5px solid #6a35d0;
border-radius: 8px;
}
.panel-title {
font-weight: bold;
font-size: 11pt;
margin-bottom: 10px;
}
.note {
font-size: 8.5pt;
color: #92400e;
margin-bottom: 10px;
}
.panel table {
width: 100%;
border-collapse: collapse;
}
.panel td {
border: none;
padding: 4px 8px 4px 0;
font-size: 9pt;
}
.panel .key {
font-weight: bold;
width: 160px;
}
.data-table {
width: 100%;
border-collapse: collapse;
}
.data-table th {
background-color: #6a35d0;
color: #ffffff;
padding: 10px 8px;
font-size: 8pt;
text-align: left;
border: 1px solid #5b2bb5;
white-space: nowrap;
}
.data-table td {
padding: 8px;
font-size: 8pt;
border: 1px solid #e5e7eb;
}
.data-table tbody tr:nth-child(even) {
background-color: #fafafa;
}
.data-table tbody tr:hover {
background-color: #f3f0ff;
}
.amount {
text-align: right;
white-space: nowrap;
}
.footer {
padding: 18px 30px;
border-top: 1px solid #e5e7eb;
background-color: #f9fafb;
font-size: 8pt;
color: #6b7280;
}
</style>
<div class="wrapper"><!-- HEADER -->
<div class="header">
<table>
<tbody>
<tr>
<td style="width: 60%;"><img class="logo" src="[Site.LogoImage]" />
<div class="company-name">Your Company Name</div>
<div class="subtitle">Statement & Remittance Advice</div>
</td>
<td style="width: 40%; text-align: right;">
<div class="label">Issued By</div>
<div style="font-weight: bold;">[Site.Name]</div>
</td>
</tr>
</tbody>
</table>
</div>
<!-- CONTENT -->
<div class="content"><!-- TOP CARDS -->
<table class="grid">
<tbody>
<tr>
<td class="card">
<div class="label">Statement To</div>
<div style="font-weight: bold;">[Agent.Name]</div>
<div style="margin-top: 6px; white-space: pre-line;">[AgentStatement.AgentAddress]</div>
</td>
<td class="card right">
<div class="title">Statement</div>
<div class="meta"><strong>Account:</strong> [Agent.Name]<br />
<strong>Type:</strong> Agent Statement<br />
<strong>Reference:</strong> [Statement.Reference]</div>
</td>
</tr>
</tbody>
</table>
<!-- BANK DETAILS -->
<div class="panel">
<div class="panel-title">Remittance Details</div>
<div class="note">Sample bank details shown for template/demo purposes only.</div>
<table>
<tbody>
<tr>
<td class="key">Bank Name:</td>
<td>Example Bank Ltd</td>
</tr>
<tr>
<td class="key">Account Name:</td>
<td>Client Account</td>
</tr>
<tr>
<td class="key">Sort Code:</td>
<td>12-34-56</td>
</tr>
<tr>
<td class="key">Account Number:</td>
<td>12345678</td>
</tr>
<tr>
<td class="key">IBAN:</td>
<td>GB00 EXAM 1234 5612 3456 78</td>
</tr>
<tr>
<td class="key">SWIFT:</td>
<td>EXAMGB2L</td>
</tr>
<tr>
<td class="key">Reference:</td>
<td>Use statement / case reference</td>
</tr>
</tbody>
</table>
</div>
<!-- DATA TABLE -->
<table class="data-table">
<thead>
<tr>
<th>Inception</th>
<th>Age (d)</th>
<th>Case</th>
<th>Type</th>
<th>Status</th>
<th>Client</th>
<th>Currency</th>
<th>Premium</th>
<th>IPT</th>
<th>Total Premium</th>
<th>Commission</th>
<th>Policy Fee</th>
<th>Due</th>
<th>Paid</th>
</tr>
</thead>
<tbody><!--[AgentStatement]-->
<tr>
<td>##[TransactionDate]##</td>
<td>##[Statement.AgeInDays]##</td>
<td>##[Statement.CaseId]##</td>
<td>##[Statement.Type]##</td>
<td>##[Statement.Status]##</td>
<td>##[Statement.Client]##</td>
<td>##[Statement.Currency]##</td>
<td class="amount">##[Statement.Premium]##</td>
<td class="amount">##[Statement.IPT]##</td>
<td class="amount">##[Statement.TotalPremium]##</td>
<td class="amount">##[Statement.Commission]##</td>
<td class="amount">##[Statement.PolicyFee]##</td>
<td class="amount">##[Statement.Due]##</td>
<td class="amount">##[Statement.AmountPaid]##</td>
</tr>
<!--[/AgentStatement]-->
</tbody>
</table>
</div>
<!-- FOOTER -->
<div class="footer">This statement is provided for reconciliation purposes. Please ensure all payments quote the correct reference.<br />
<br />
For queries, contact your accounts team.</div>
</div>
Using tags on agent statements
How Template Selection Works
1. Template Selected in Digit Agent Statements
If a template is explicitly selected in the Digit Agent Statements run, that template will always be used.
This overrides any tag-based template configuration on the broker.
2. Template Determined by Tags
If no template is selected in the Digit Agent Statements run, the system will check the broker’s tags.
When building an agent statement template, you can assign a tag to the template. If a broker has that same tag assigned, the statement will use that template.
3. Default Template Fallback
If:
- no template is selected in the Digit Agent Statements run, and
- no matching tags exist on the broker,
the system will fall back to the default statement template.
Template Resolution Order
The system resolves templates in the following order:
- Template selected in Digit Agent Statements
- Matching broker tag/template
- Default statement template
Important Considerations
Brokers with Multiple Template Tags
If a broker has tags matching multiple statement templates, this is usually a configuration issue.
For example:
- Broker has tag Template-A
- Broker also has tag Template-B
In this situation:
- template selection may become ambiguous, or
- tags may not be the best method for determining templates.
Recommended Approach for Multiple Template Groups
Where different groups of brokers require different templates, the recommended approach is:
- Run one statement batch for brokers using Template A
- Run a separate statement batch for brokers using Template B
- Select the required template directly in the Digit Agent Statements run
This provides:
- clearer control,
- predictable output,
- simpler maintenance,
- and avoids reliance on complex or conflicting tag configurations.
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