FOR US INSURANCE AGENCIES & BROKERAGES
Automate your commission reconciliation.Review and approve with confidence.
Built by FinAcct. Built for insurance agencies.
Trusted by insurance agencies across the US
FROM THE BIG PICTURE TO EVERY DETAIL
STATEMENT CASE · DEMO-001
A CLEARER WAY TO WORK
BEFORE
WITH FINACCTSURE
RECONCILIATION
Keep statement amounts, customer records and correction notes together. Give your team the context to resolve a difference before moving work forward.
Walk through your statementsNext step: resolve differences before review
PRODUCER PAYOUTS
Review the commission share, chargebacks and applicable fees behind each result. Keep calculation review separate from customer approval and payment.
Explore the payout workflowIllustrative calculation. No payment is initiated.
CONNECTED COMMISSION OPERATIONS
From approved terms to the final result, keep the work connected.
Choose an area to explore the preview.
illustration
THE WORKSPACE
Return work with a reason or approve it for the next stage.
Import supported formats and retain the original file alongside your records.
Separate preparation, independent review and customer approval.
Keep recorded decisions and supporting evidence with the statement.
Compare statement amounts with available policy and ledger records.
Review negative commissions and corrections before approving results.
Apply approved producer rules, commission shares and applicable fees.
Export prepared results for your team’s downstream process.
How it works
Upload supported carrier statements and the records needed for matching. We confirm formats during onboarding.
Compare statement and ledger amounts in one workspace. Investigate flagged differences with the source records close at hand.
Review reconciliation results and producer payout breakdowns in your portal. Approve when the work is ready.
Your team retains approval authority. Actual payments stay with your organization.
PEOPLE & RESPONSIBILITIES
Preparation, review and approval serve different purposes. Keep those responsibilities visible throughout the process.
Accounts have assigned roles and customer access. A login link does not grant a different role.
Prepared work goes to a reviewer, with the option to return it for correction.
Keep original statements available alongside recorded corrections and decisions.
An approved result or recorded settlement does not itself send money through a bank.
START WITH YOUR WORKFLOW
Discuss your statement volume, producer rules and review process. Agree on scope and pricing before starting.
Discuss your pilotWalk us through your current process and the work taking the most time.
Confirm supported files, required records, responsibilities and expected outputs.
Compare a completed customer period against your existing workbook before expanding use.
Supported layouts are confirmed during onboarding. Bring representative carrier, MGA or AMS statement samples so we can check compatibility; we do not assume every format is supported.
No. The initial workflow uses supported statement files and relevant customer exports. Direct connectivity to your AMS is not assumed.
Your team supplies the applicable commission terms, fees and effective dates. Rules must be reviewed and approved before they are used for calculations.
No. The workflow prepares and approves results and can record settlement evidence. Your organization manages the actual payment separately.
Yes. A controlled pilot can compare one agreed period with your team’s completed workbook. Scope, data access and success criteria are agreed before starting.
Access is invitation-based. We discuss your workflow, volume and product requirements to agree on scope and pricing; there is no public self-registration or advertised free trial.
See how FinAcctSure fits your commission workflow.
Book a demoChoose a convenient time on Calendly.Have a question? Email us at hello@finacctsure.com