Our Mission
To eliminate the manual work of commission reconciliation so insurance agencies can focus on serving their clients and growing their business.
Commission Wizard was born from working directly with insurance agencies in Florida who were drowning in manual reconciliation work. We built a system that uses machine learning to understand any carrier's commission statement format, match policies against your AMS data regardless of formatting differences, and generate detailed reconciliation reports — in seconds instead of days.
But we didn't stop at matching files. Commission Wizard tracks every agent's commissions month by month, manages the complete financial chain from carrier payment to agent payout — including custom commission rates, agency operational fees, and split percentages — records payments, and lets agents check their own numbers through a self-service portal. Every reconciliation is saved for future review, creating a complete audit trail of your agency's commission history.
Our core innovation is universal learning by column name. When the system learns that a column called 'Pol #' represents a policy number in one carrier's report, it applies that knowledge to every future carrier file — Progressive, State Farm, Swyfft, any carrier that uses the same column name. The system gets smarter with every file processed.
Based in Miami, Florida, Commission Wizard serves independent P&C insurance agencies across the United States.
Our Values
Our core values guide every decision we make and every feature we build.
We leverage cutting-edge machine learning to solve real problems in the insurance industry.
Every feature we build starts with understanding our customers' pain points and needs.
We handle sensitive financial data with the highest security standards and complete transparency.
We believe in saving time. Every second saved for our customers is a win for us.
Our Journey
Founded with a mission to eliminate manual commission reconciliation for insurance agencies.
Launched our universal learning system that transfers knowledge across all carriers and agency management systems.
Expanded to serve large agencies with multi-tenant architecture and advanced security features.
Join hundreds of agencies already saving hours every week with intelligent automation.
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