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.
Empower Producers.
Unlock 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
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:
Prouducers 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
Business Insights & Analytics
Revenue Management
White-Label Producer Portal
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.
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.
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.
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.
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.
