Leading insurance brokerages and carriers use Fintary to pay agents faster, increase margins, and scale with confidence. Our platform transforms commission operations into a competitive advantage — turning monthly payouts into weekly wins.
Pay Agents Faster.
Triple Your Annual Revenue Growth.
Join 50+ Businesses
Achieving 10% Monthly
Revenue Growth with Fintary
34% increase in gross profit within 60 days
Book value tripled from recovered revenue
From 5 people to 2 handling commissions
Weekly payouts instead of monthly struggles
"Since implementing Fintary into our commission workflow, we have saved countless hours by not needing to go line by line on policies, structured everything we expect to receive for easy reconciliation, and added tracking features and data to our financials – all of which we are thrilled with."
Matt McKay, Foundational Income Associates
Are Manual Commissions Limiting Your Growth?
Every month you process commissions in spreadsheets is another month of missed opportunities. While you're struggling with bandwidth, your competitors are scaling efficiently.
The real cost of manual processing:
You can't pay agents fast enough.
Limited bandwidth means monthly payouts, while competitors pay weekly.
You lack visibility into your margins.
Chargebacks eat profits you don't see coming.
You’re turning away growth.
Can't onboard new agents because you're maxed out.
Your knowledge often remains siloed.
Single-sources of truth keep many brokerages limited.
Fintary Solutions
Transform Commission Operations into Your Growth Engine
Compensation Calculation & Reporting
Business Insights & Analytics
Commission Reconciliation & Data Processing
White-Label Producer Portal
Compensation Calculation & Reporting
Design any commission structure imaginable and pay agents the moment money hits.
Support complex hierarchies, splits, overrides, and bonuses without spreadsheet gymnastics.
Give producers transparency with white-label portals that build trust and loyalty.
Move from monthly to weekly payouts and watch your retention soar.
Business Insights & Analytics
Stop guessing at your true margins. See profitability by line, carrier, product, and agent in real-time.
Forecast revenue with precision, track persistency, and calculate net margins.
Finally experiment with growth strategies knowing exactly how they impact your bottom line.
Make decisions with confidence, not hope.
Commission Reconciliation & Data Processing
Our AI-powered platform extracts data from any carrier format, reconciles in minutes (not days), and flags issues before they eat your margins.
Know instantly when chargebacks hit so you can protect profitability.
Turn your biggest operational headache into automated accuracy.
Catch every dollar and every discrepancy automatically.
White-Label Producer Portal
Give agents 24/7 visibility into their earnings and build loyalty through transparency.
Producers see their commissions at the policy level, track their performance, and trust your accuracy.
Turn an insight portal into your total retention strategy.
Boost your reputation by helping agents know exactly what they've earned.
What Sets Fintary Apart?
Insurance DNA
Tailored for insurance — not a generic CRM trying to keep up.
Growth-focused
Built to scale your revenue, not just fix processes
See value in 7 days
Not 6 months like those other implementations
Frequently
Asked
Questions
Asked
Questions
How quickly can we see results?
Most agencies identify missing revenue within 7 days. Full implementation takes 30 days. Our white-glove onboarding team handles the heavy lifting, so you'll see value before your next commission cycle.
What about our existing AMS commission module?
Fintary integrates with major insurance platforms: Agency Integrator, SmartOffice, OneHQ, Applied Epic, BenefitPoint, Salesforce FSC, plus carrier downloads and payment processors. We also support API connections to contracting & licensing systems, accounting systems, document management platforms, and custom databases. If it has an API, we can likely connect to it.
How do you handle different product types?
No need to change what you’re doing —unless you need to add teams to handle your growth! We map your current workflow and automate it. Your team will feel like they've gained superpowers, not a new system to learn.
Do you process advance commissions?
Complex hierarchies, splits, overrides — if you can explain it, we can automate it. Our flexible rules engine has handled everything from multi-level marketing structures to pooled commissions across multiple entities.
How much does it cost?
Most agencies recover enough revenue in month one to cover their annual investment. Get a custom quote on your discovery call. Our transparent pricing scales with your agency size and includes all features, with no hidden fees or surprise add-ons.
