You’re Leaving Margin on the Table. Fintary Helps You Capture It.

Legacy platforms weren't built for today's rapidly changing P&C environment.
Fintary is the revenue intelligence platform built for networks, wholesalers, and MGAs. Recover missing profit, maximize profit sharing, and deliver a modern producer experience.

"Matching commissions correctly to policies helps us get an accurate amount paid on that policy for the term. We can now spend less time handling commissions and more time understanding and analyzing them!"
Hitchings Insurance Agency
Fintary for Property & Casualty
Keep your investment in Applied Epic, AMS360, or Nowcerts — and make it work harder.
Fintary works alongside your AMS to provide the automation, visibility, and producer experience modern agencies need to scale profitably.

Automates carrier, MGA, and specialty program revenue processing

Supports complex commission structures, bonus programs, and incentives

Gives producers real-time visibility into earnings and performance

Delivers actionable insights into profitability, growth, and agency performance

How Fintary Powers Growth
Fintary fills in the commission gaps your AMS leaves behind,  giving your agency modern tools to grow with confidence.
Protect Margin
Close the gap between what you estimated, what you received, and what you paid out. We do it automatically so your team reviews exceptions, not every transaction.

Process carrier statements in virtually any format.

Automated reconciliation, exception alerts, and chargeback tracking.

Handles any comp structure: splits, overrides, bonuses.

Optimize Profit Sharing
Track production throughout the year so you can maximize what you earn and pay bonuses accurately.

Carrier production tracking: premium volume, loss ratio, retention, growth.

Projection for profit share and bonus eligibility.

Provide real time, accurate reporting to agents.

Gain Business Intelligence
Make smarter decisions with real-time visibility into producer performance, carrier appointments, and where to grow next.

Analyze profitability by carrier, line of business, producer, and office.

Compare carrier performance and growth trends.

Forecast revenue. Project impact when accounts are won, lost, or changed.

Give Producers a Competitive Advantage
Create a modern producer experience that strengthens retention and recruiting.

Real-time access to commissions and earnings.

Self-service reporting and performance tracking.

Greater transparency that builds trust and engagement.

Fintary Integrates with the Tools You Already Use
We enhance your existing investments – so you start growing without delay.
AMS Integration

Applied Epic

AMS360

HawkSoft

NowCerts

EZLynx

Carrier Connectivity

OCR for any statement format

Additional Tools

Accounting system integration

ACH payment processing

The Path to 10% Monthly Growth
Month 1
Automate first non-download carrier, save 10 hours/week
Month 2
Launch tiered bonus program, producer motivation soars
Month 3
Profitability analysis reveals optimization opportunities
Month 6
Handle 2x volume with same operations team
Year 1
25% revenue growth from better producer alignment
Pay Agents Faster, Grow Revenue Faster
15 hrs/wk
saved on manual processing
2-3%
revenue recovery from missed items
30%
increase in producer satisfaction
50%
reduction in commission disputes
Frequently
Asked
Questions
Will this work with our Applied Epic/AMS360 setup?
Yes. We've integrated with P&C agencies using Applied Epic, AMS360, BenefitPoint, Salesforce, etc. We enhance, not replace your AMS.
What about our existing bonus structures?
We'll map your current structures during implementation, no matter how complex. Most agencies expand their programs once they see how easy management becomes.
How do you handle carrier statement variations?
Our AI-powered extraction handles any format. Whether it's a PDF from a regional carrier or a complex wholesale statement, we process it automatically.