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Insurance Agencies

Financial Operations for Insurance Agencies

Every commission tied to the policy and the deposit behind it.

Commissions arrive from a dozen carriers on statements that don't match your management system, direct-bill deposits land with no names on them, and contingent checks get taken on faith. We build the reconciliation engine that ties every commission to the policy and the bank deposit behind it. It's the same engine we run today inside a multi-location healthcare practice, where the payers are harder and the rules are stricter.

🔒 Read-only access to your systems. Encrypted, access-controlled, and yours: you own every piece we build.
Solutions

The Systems We Build for Agencies

Proven against insurance remittances in healthcare, the harder, regulated version of this exact problem. Every build is scoped and quoted before work begins.

Commission Reconciliation Engine

Every carrier statement matched to the policies in your management system and to the bank deposit behind it. Shortfalls, missed renewals, and unpaid commissions flagged for review instead of slipping through.

Pricing
Scoped per engagement

Unified Agency Warehouse

Management system, carrier statements, and bank feeds unified into one database the agency owns. Commission receivable, retention, and book-of-business questions stop being spreadsheet projects.

Pricing
Scoped per engagement

Owner-Ready Agency Financials

A monthly P&L within five business days of month-end, built from bank-verified cash. Producer-level views, carrier mix, and a forward look at renewal revenue.

Pricing
Scoped per engagement
Before & After

Your Agency: Before vs. After

What changes at month-end, and in what you can trust.

Task Before After
Carrier statements Downloaded, skimmed, filed Matched to policies and deposits, exceptions flagged
Direct-bill deposits Lump sums on the bank statement Every deposit tied to carrier and policy detail
Contingent checks Deposited on faith Checked against your own production data
Agency P&L Arrives months late Owner-ready within five business days of month-end
Answers

Frequently Asked Questions

We work from the exports and reports your system already produces (Applied, AMS360, EZLynx, HawkSoft, and similar). Nothing gets installed inside it, and access is read-only.
No. We are not auditors or accountants, and we don't attest to anything. We build the data layer that ties your own records together, so you and your bookkeeper can see what matches and what doesn't.
Usually, yes. Cluster statements are one more source feeding the same warehouse. The engine reconciles whatever rails your commissions actually arrive on.
The engine flags the gap with the statement and policy detail behind it. Your team decides what to chase, and you finally have the paper trail to chase it with.

Further reading: How Much Does AI Consulting Cost for a Small Business? Honest 2026 Numbers, 5 Questions to Ask Before You Hire an AI Consultant

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Run the savings calculator and see exactly how much time and money AI could save your business.

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