Core Features
Everything you need to automate commission processing for your insurance agency
Our ML learns column patterns automatically. After ~10 carriers, 90% of columns are recognized instantly.
Track commissions per agent, manage splits, custom rates, and running costs — all in one place.
Process CSV, Excel, and PDF files seamlessly. Enterprise plans include PDF Vision AI for scanned docs.
What takes 40-80 hours manually happens in under 30 seconds. Upload, detect, compare, download.
Excel reports with matches, discrepancies, missing records, and per-agent commission breakdowns.
Multi-tenant data isolation, JWT auth, and role-based access. Your data is never shared between agencies.
Simple Process
Three steps to automate your commission reconciliation
Upload your AMS and carrier commission files (CSV, Excel, or PDF)
Machine learning automatically identifies policy numbers, premiums, commissions
Download Excel reports with matches, discrepancies, and per-agent breakdowns
Full Platform
Commission Wizard doesn't just compare files. It tracks agent commissions month by month, calculates splits, manages payments, and gives agents direct access to their data.
Upload your agency management system (AMS) export once and save it for future use. Next month, just upload the new carrier statement and select your saved AMS file — the system already knows the column mappings. Agents found in your AMS are automatically saved to build your agent directory over time.
Every reconciliation records each agent's commissions by carrier and period. View any agent's complete history with YTD totals, drill down to individual policies, and see commission trends on a 12-month chart. Export Excel or PDF reports for any agent filtered by period.
Configure the full financial chain per agent per carrier: use the carrier's commission directly or set a custom rate on the premium, deduct a running cost percentage for agency operations, and define the split between agency and agent. All settings are saved and reused automatically.
Record payments to agents by check, ACH, wire, or cash with reference numbers and notes. The system calculates the running balance: total commissions earned minus payments made. Void a payment if entered in error — voided payments stay in the audit trail.
Give agents Viewer accounts linked to their profile — they see their own commissions, payment history, and can export reports, without accessing anyone else's data. Full transparency with zero admin overhead.
Agency owners see the big picture: total premium, commission received, agent payouts, and revenue breakdown by carrier and period. Track trends and identify your top-performing carriers at a glance.
Why Choose Us
Stop wasting hours on manual commission reconciliation. Let AI do the heavy lifting while you focus on growing your business.
Smart Processing
Agent Management
Reports & Payments
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