Modern Commission 
Management for P&C Agencies

Legacy AMS platforms weren't built for today's fast-moving, high-volume P&C environment.
Fintary fills the gaps with the tools you need to scale: automated direct bill reconciliation, flexible splits and bonus structures, and advanced reporting.

Your AMS Wasn’t Built for This Kind of Growth
You've invested in the best AMS on the market, but you're still fighting the same battles that keep you limited.
"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 Supercharges (Not Replaces) Your AMS
Keep your investment in Applied Epic, AMS360, or Nowcerts — and make it work harder.
Fintary layers on the automation and intelligence your AMS was never designed to deliver, empowering your agency to scale efficiently and profitably.

Deep understanding of P&C specific commission structures beyond simple splits

10% average monthly revenue growth

Complete integration with your existing AMS

Advanced business insights and forecasting

Fill Every Gap in Your Commission Operations
Fintary fills in the commission gaps your AMS leaves behind – giving your agency modern tools to grow with confidence.
Automated Direct Bill Reconciliation
Stop manual entry for carriers outside your AMS downloads. Fintary automatically extracts data from any carrier statement format – PDF, Excel, CSV, or portal. Process MGA/wholesaler statements and specialty programs without adding staff.

Process any carrier in any format

Automatic reconciliation with expected commissions

Two-way sync keeps your AMS updated

Advanced Commission Structures
Support the bonus programs that drive growth. Design tiered overrides, referral bonuses and more without spreadsheet workarounds. Automated bonuses keep producers motivated and aligned to your growth goals.

Unlimited tiers and override structures

Automated referral program management

Support complex agency/producer splits

Real Business Intelligence for P&C Agencies
See what your AMS can't show you. Track profitability by line of business, carrier, producer, and even zip code. Quickly pinpoint which programs drive growth and which drain resources. Use data to drive decisions about carrier appointments and producer compensation.

Profitability analysis across all dimensions

Carrier performance comparisons

Producer efficiency metrics

Producer Transparency Portal
Give producers 24/7 visibility into their commissions, bonuses, performance, and more. Reduce commission disputes and build trust with complete transparency. Complete visibility helps reduce disputes and boosts long-term loyalty.

Policy-level commission details

Real-time bonus tracking

Goals and leaderboards

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.