Automate Health Insurance Reconciliation

Grow Producers.
Grow Your Book of Business.

Automate. Analyze. Accelerate Growth for Health Insurance.
Fintary helps health insurance companies and brokerages automate complex reconciliation, uncover new revenue, and empower producers with real-time insights — all on one intelligent platform.

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Health Insurance Commissions Are Complex. We Make Them Work for You

Managing health insurance commissions shouldn't require an army of spreadsheet warriors.

"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

Fintary Is Built for Health Insurance Growth

We know health insurance isn't just higher volume — it's different volume.

Member-level changes, retroactive adjustments, and group dynamics require purpose-built solutions, not generic software.

Designed for high-volume group reconciliation

Tracks member-level changes automatically

Real-time churn and retention alerts

Built by teams who've processed millions in health commissions

Upgrade Your Health Insurance Operations

Fintary streamlines every stage of your high-volume operations – from reconciliation to retention - helping you scale your book of business and boost producer performance

Automated Reconciliation at Scale

Automate Your Reconciliation

Stop drowning in complex group reconciliation. Fintary's AI-powered processors automatically handle massive carrier statements and fixed-rate calculations. What takes days manually now happens in minutes.

Process complex group statements automatically with AI

Fixed-rate reconciliation without manual calculations

Instant discrepancy detection and reporting

Intelligent Churn & Retention Tracking

Track Your Retention

Proactive retention = long-term revenue growth. Fintary lets you know instantly when groups lose members, identify at-risk accounts, and prevent churn before it happens. Turn reactive firefighting into proactive account management.

Real-time enrollment/disenrollment alerts

Group-level health scoring

Predictive churn indicators

Commission Accuracy & Speed

Accelerate Your Agent Payouts

Weekly payouts boost producer satisfaction and make your brokerage more competitive. Fintary helps you handle complex health commission structures including level commissions, PEPM arrangements, and bonus structures.

Ongoing payout support that builds agent loyalty

Easily support and implement any commission structure

Personalized portals for producers, account managers, and more

Strategic Business Intelligence

Unlock Brokerage Intelligence

Transform scattered data into growth strategies. See profitability by carrier, group size, industry, and producer. Fintary continuously adapts to support your growth requirements and validates data accuracy at every step.

Profitability analytics with enhanced data validation

Continuous platform improvements for new strategies

Easy experimentation with growth initiatives

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.

Grow Producers. Grow Your Book of Business.

Grow Producers.
Grow Your Book of Business.