Commission Wizard for Agency Matrix Users

Agency Matrix by Zywave is a popular agency management system used by independent P&C insurance agencies, especially small to mid-sized operations. It handles policy management, client records, x-date tracking, and basic commission tracking. Starting at $69 per month, it's one of the most affordable AMS options available.

But when it comes to reconciling carrier commission statements against your Agency Matrix data — comparing what carriers actually paid versus what your book of business shows they should have paid — most agencies still rely on manual spreadsheet work. Export from Agency Matrix, open the carrier statement, and go line by line with VLOOKUP. With 10-20 carriers each sending statements in different formats, this takes 40-80 hours per month.

How It Works

It Gets Smarter Over Time

The first time you upload an Agency Matrix export, you confirm the column mappings — telling the system that 'Pol #' means policy number and 'Written Prem' means premium. After that, Commission Wizard remembers them permanently. You can even save your Agency Matrix file as a reusable template. Next month, just upload the new carrier statement — your AMS template is already loaded and the column mappings are applied instantly.

More Than Just Matching Files

After reconciliation, Commission Wizard tracks each agent's commissions by carrier and period, calculates commission splits with custom rates and agency fees, records payments to agents with balance tracking, and gives agents direct access to their own data through a self-service portal. It's the complete commission management workflow that Agency Matrix doesn't cover.

Frequently Asked Questions