Capture Every Dollar. Scale with Confidence.

A single AI operating system to power your commissions, deliver real-time insights, and elevate producer experience, so you can make smarter decisions and scale faster.
Our Impact By The Numbers
3%
recovery of missed revenue
5%
higher producer retention with improved payout accuracy
10%
monthly revenue growth through automation
250+
hours of manual work eliminated each month
Compensation Calculation and Reporting
Design, automate, and deliver accurate compensation at scale.

Complex commissions, handled.
Hierarchies, splits, overrides and bonuses processed with precision. No spreadsheets required.

Incentives that actually move the needle.
Build and adjust comp plans that drive the right behaviors across your entire distribution network.

Everyone gets paid right. Everyone knows it.
Detailed reports that give leadership and producers full confidence in every payout.

Business Insights and Analytics 
Turn your data into real-time visibility and smarter growth decisions.

Production and profitability, at a glance.
Always know what’s driving your business forward in real-time.

Plan with confidence, not guesswork. 
Model revenue, track persistency, and see the impact of every decision before you make it.

Raise the bar across your network.
Leaderboards, report cards, and tailored insights delivered to every rep, agency, and agent with full visibility control.

Revenue Management
Capture every dollar with automated reconciliation and clean, reliable data.

Never leave money on the table.
Automatically reconcile revenue files and catch missing revenue before it hits your bottom line.

Dirty data, clean results.
Ingest, normalize, and process messy carrier feeds so your team spends zero time on manual cleanup.

Catch problems before they cost you.
Leaderboards, report cards, and tailored insights delivered to every rep, agency, and agent with full visibility control.

White-Label Producer Portal
Empower producers with real-time visibility and a modern, transparent experience.

Agents always know where they stand.
24/7 access to accurate data at the policy level, No guessing, no chasing down answers.

Fewer disputes. More trust.
Eliminate payout confusion with a clear, real-time view of performance that everyone can see.

Keep your best producers close.
Give your producers a branded experience with leaderboards, performance tracking, and insights that drive motivation and retention.

The Fintary Difference
Built for insurance. Not adapted for it. 
Purpose-built AI that understands multi-tiered commissions, carrier contracts, and every nuance in between, so nothing falls through the cracks.
Unified AI native platform. Zero silos. 
From compensation to producer management, everything your back office needs lives in one place, with AI native capabilities
Live in
days.
Not
months. 
Go live fast and see the impact immediately. No lengthy onboarding, no disruption, no waiting.
Enterprise-grade, without the headache. 
Trusted by leading insurance organizations to handle high volumes, complex hierarchies, and mission-critical operations without breaking a sweat.