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.
Join 50+ Businesses Achieving 10% Monthly Revenue Growth with Fintary
+34%
Increase in gross profit within 60 days
3×
Book value, from recovered revenue
5→2
People needed to handle commissions
Weekly
Payouts, instead of monthly struggles
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.
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.
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.
Frequently
Asked
Questions
Contact Us
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.
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.
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.
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.
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.
Fintary
Fintary is an AI-powered revenue growth platform that helps insurance organizations streamline commission and financial operations, enabling them to grow their business.
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