Automate Health Insurance Reconciliation

You're Leaving Margin On the Table. Fintary Helps You Capture It.

Fintary is the commission intelligence platform built for health insurance FMOs and agencies. Eliminate payout errors, recover missing profits, and give your producers the transparency that keeps them loyal, all without adding headcount.

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"With Fintary, the processing time has gone down as far as how long it takes us to go through and make sure all of the commissions are accounted for. Fintary has taken a lot of the error out of it for us and given us another level of insight into what we're selling to each company."

Cecilia Garten, Executive Assistant, Eureka Insurance Solutions

Your system was built to calculate. Not to catch what’s wrong.

Policies change. Enrollments are adjusted retroactively. Agents get paid the wrong rate. By the time someone discovers the issue, the dollars are already gone.

Fintary was built to handle the scale, complexity, and data challenges unique to health insurance.

Automates high-volume carrier and group reconciliation

Tracks member-level changes, adjustments, and retroactivity

Unifies carrier, producer, and brokerage data in one platform

Delivers real-time insights into retention, profitability, and growth opportunities

The Only Platform that Automates the Full Workflow

Fintary streamlines every stage of your high-volume operations—from reconciliation to reporting—helping you scale your book of business and improve producer performance.

Automate Reconciliation at Scale

Automate Your Reconciliation

Fintary runs automated validation on every transaction, every cycle. Anything that doesn't pass validation goes into a review queue so your team is acting on exceptions, not hunting for them.

Process carrier data automatically.

Track chargebacks, retroactive adjustments, and detect discrepancies instantly.

Revenue reconciliation of expected vs. actual, every transaction.

Protect and Grow Your Book of Business

Protect Your Revenue

Identify retention risks before they impact revenue and gain visibility into the health of your business. See revenue forecasts and lifetime value of your book.

Track book performance across groups and producers.

Surface churn risks and growth opportunities in real time.

Member level revenue forecasts and lifetime value analysis.

Scale Without Adding Headcount

Scale Commission Operations

Our platform automates 80–90% of the commission workflow end to end: carrier statement ingestion, data processing, rate schedules, calculation, and payout reporting. What takes a team days takes Fintary hours.

Automated carrier statement ingestion: PDF, Excel, CSV, image, any format.

Consolidate multiple point solutions into one platform. Process 2× the volume with the same headcount.

Integrates with Salesforce, AgencyBloc, BenefitPoint, SmartOffice, and more.

Empower Producers With Better Visibility

Empower Your Producers

Give producers a modern experience that helps them stay informed, engaged, and productive.

Real-time access to earnings and production data.

Self-service reporting and commission statements.

Increased transparency that improves retention.

Fintary Plays Nice with Your Current Systems

We integrate seamlessly with your workflows — not the other way around.

CRM/AMS Platforms

BenefitPoint

Agency Bloc

Salesforce

Applied Epic Benefits

Carrier Connectivity

Portal automation

Statement processing (any format)

All major health carriers

Additional Tools

HRIS integrations

QuickBooks/accounting systems

ACH payment processing

Your Path to 10% Monthly Growth

Month 1

Automate first carrier reconciliation, recover missing revenue

Month 2

Launch ASAP agent payouts, satisfaction soars

Month 3

Churn alerts prevent first major loss

Month 6

Handle 2x volume with same team

Year 1

10% monthly growth from better retention and efficiency

Pay Agents Faster, Grow Revenue Faster

90%

reduction in reconciliation time

3-5%

commission error recovery

25%

improvement in group retention

40%

increase in producer satisfaction

Join Health Brokerages Already Growing 10% Monthly

Your competitors process reconciliation in minutes while paying agents weekly. Every month you wait costs you time, money, and potentially agents.

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Frequently
Asked
Questions

Contact Our Team

Can you handle our volume?

Yes! We process millions of lives monthly. Whether you have 100 groups or 1,000, our platform scales. The larger your volume, the more dramatic your time savings.

Do we need to replace our current systems?

We enhance your current operations, not replace them. Your CRM remains the system of record while Fintary handles the complex reconciliation Salesforce can't. Perfect together.

How do you track member-level changes?

Our AI extracts member data from any carrier format, comparing month-over-month to identify adds, terms, and changes. You'll know about changes before they impact commissions.

Do you work with all health carriers?

Yes. From national carriers to regional TPAs, we process any format. EDI feeds, portals, PDFs, and Excel. If a carrier can send it, we can process it.