The Intelligence Layer for
Insurance Distribution

Leading insurance brokerages, carriers, and wealth firms use Fintary to manage commission, gain business insights, and improve producer experience. Our AI native platform transforms commission and business operations into a competitive advantage.

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Join 50+ Businesses Achieving 10% Monthly Revenue Growth with Fintary

+34%

Increase in gross profit within 60 days

3×

Book value, from recovered revenue

52

People needed to handle commissions

Weekly

Payouts, instead of monthly struggles

Calculate Your Commission Automation ROI

What's Holding Growth Back?

Every month without clear visibility into your data is a month of missed growth. While you're managing complexity, competitors are scaling faster with better insights and producer experience.

Where growth breaks down:

Producers lack visibility

No clear view into earnings or performance, eroding trust.

Leaders are flying blind

Without unified data, leaders can't quickly identify what's working and where to invest.

Incentives programs can't keep up

Manual processes make it impossible to design and scale programs that actually drive performance.

Revenue is slipping through the cracks

Chargebacks, reconciliation errors, and missed carrier payments quietly erode margins before anyone notices.

Fintary Solutions

Transform Commission Operations into Your Growth Engine

Compensation Calculation & Reporting

Manage complex commission structures and design robust incentive programs that keeps producers engaged.

  • Support complex hierarchies, splits, overrides, and bonuses without spreadsheet gymnastics.
  • Builds trust with producers through clear, accurate, and timely compensation. Weekly payouts instead of monthly struggles – boosting agent loyalty and retention.
  • Strengthens recruiting by offering a more modern producer experience.
Scale Your Compensation

Business Insights & Analytics

Stop guessing at your true margins. See profitability by line, carrier, product, and agent in real-time.

  • See revenue, profitability, and performance by agent, carrier, and product in real time.
  • Forecast revenue with precision, track persistency, and calculate net margins with confidence.
  • Turn fragmented data into clear, actionable insights for leadership.
Unlock Strategic Intelligence

Revenue Management

Our AI-powered platform extracts data from any carrier format, reconciles in minutes (not days), and flags issues before they eat your margins.

  • Track and validate incoming revenue across carriers, policies, and products.
  • Monitor chargebacks and discrepancies in real time to protect margins.
  • Recover missed revenue and gain confidence in your financial performance.
Strengthen Your Revenue Operations

White-Label Producer Portal

Turn producer experience into a competitive advantage.

  • Give producers 24/7 visibility into commission, BoB, and custom reports, with performance tracking and full transparency.
  • Create a centralized hub for reporting, incentives, and engagement.
  • Strengthen trust, improve retention, and stand out in recruiting.
Empower Your Producers

Why Agencies Choose Fintary

Capability Excel & Spreadsheets Legacy Commission Tools In-House Build Fintary
Complex commission structures Manual
Revenue reconciliation Limited Custom development
Producer portal Basic Expensive to build
Business insights & profitability Separate BI tools
"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
Ready to Triple Your Revenue Growth?
Every month you wait is another month of growth left on the table. Join the 50+ agencies achieving 10% monthly revenue growth with Fintary.
Schedule Your Strategy Call
Frequently
Asked
Questions
Contact Us
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.
How quickly can we see results?
How quickly can we see results?
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.
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.
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.
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