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All Integrations

Commission Wizard for EZLynx Users

EZLynx offers a commission management module that can import carrier statements via CSV and match them against policies. It includes features like auto-correction of transaction types and LOB codes, and it remembers mapping corrections for future imports.

However, EZLynx still requires manual matching for unmatched line items — you have to click each one and search for the right policy. When carrier statements have hundreds of unmatched items due to policy number format differences or missing data, this manual step can take hours. Additionally, EZLynx's reconciliation is tied to its platform — if you manage commissions across multiple systems or want standalone reconciliation, you need an alternative.

AI-Powered Matching vs Manual Matching

Commission Wizard uses AI to match policies automatically — including cases where policy numbers differ between your AMS and the carrier (prefixes, suffixes, formatting differences). Instead of clicking through unmatched items one by one, the system handles them in seconds. It also learns from your corrections, so matching improves with every file processed.

It Gets Smarter Over Time

Unlike EZLynx which requires you to manually match unmatched items each time, Commission Wizard learns from every correction you make. After processing about 10 different carriers, the system recognizes 90%+ of columns and matching patterns automatically — across all carriers, not just the one you trained it on.

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 — standalone, not tied to any single platform.

Try Commission Wizard with your EZLynx data — 14-day free trial, no credit card required.

Frequently Asked Questions

It can be. Commission Wizard handles the entire reconciliation process independently — no need for EZLynx's commission module. But if you prefer to use both, Commission Wizard excels at handling the unmatched items that EZLynx leaves for manual work.

EZLynx requires you to click each unmatched item and search for the right policy. Commission Wizard uses AI to match them automatically — handling policy number variations, name differences, and format inconsistencies without manual intervention.

Yes. Commission Wizard is a standalone platform. Export your data from EZLynx (or any AMS) as CSV or Excel, upload it, and get results. No platform dependency.

Plans start at $199/month. There's a 14-day free trial with all features — no credit card required.

AI Assistant

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