Commission Wizard

Commission Wizard transforms insurance commission reconciliation, reducing manual efforts from hours to seconds. Key capabilities include: * Rapid processing of diverse file formats (CSV, Excel, PDF) * Automated matching of policies using advanced pattern recognition * Comprehensive agent tracking with customizable splits and rates * Detailed reporting on matches, discrepancies, and agent payouts * Secure platform with role-based access and data isolation This platform streamlines the entire commission management process for independent insurance agencies. It intelligently identifies and compares data from carrier statements against agency management system (AMS) exports, even with varying column structures. The system learns from user adjustments, continually improving its recognition accuracy over time, reaching over 90% auto-detection after processing just a few carriers. Beyond simple reconciliation, Commission Wizard offers a full suite of features to manage agent commissions from end-to-end. Agencies can configure payment splits, track individual agent earnings by carrier and period, and provide agents with direct, secure access to their commission data. This eliminates manual data entry, minimizes errors, and ensures timely and accurate commission payouts. Ideal for Property & Casualty agencies looking to enhance operational efficiency, improve financial transparency, and empower their agents with clear insights into their earnings. It's built to handle a high volume of transactions with speed and precision, freeing up valuable staff time for more strategic tasks.