Catalyit is excited to introduce Fintary as a Premium Solution Provider, bringing cutting-edge financial reconciliation and commission management tools to insurance agencies and brokerages. Purpose-built for the insurance ecosystem, Fintary helps agencies streamline revenue operations, reduce errors, and unlock new efficiencies to fuel growth.
What is Fintary?
Fintary is an AI-powered revenue and payout platform designed specifically for insurance brokerages. Founded by industry experts, Fintary automates complex financial tasks such as revenue reconciliation, commission payables, and reporting. By connecting seamlessly with your existing tools—like AMS, CRM, and ERP systems—Fintary transforms how agencies manage their finances, enabling better decision-making and improved cash flow.
Key Features and Benefits
- End-to-End Commission Operations: Fintary automates data ingestion, reconciliation, and workflows for commission processing. This eliminates manual tasks, reduces errors, and saves your finance team valuable time.
- AI-Driven Insights: The platform’s AI capabilities identify revenue gaps, validate data, and provide actionable insights, helping you uncover new business opportunities and track metrics like churn, persistence, and profitability.
- Two-Way Data Syncing: Seamlessly connect Fintary with major AMS and CRM systems, such as Vertafore, Applied Systems, Salesforce, and more, for real-time data updates and synchronization.
- Dynamic Reporting and Forecasting: Fintary offers robust analytics on cash flow gaps, producer performance, and revenue opportunities. It also includes forecasting tools that empower agencies to plan smarter and grow faster.
- Simplified Payout Management: Design and manage flexible payout programs, ensuring timely and accurate payments to employees, agents, and partners. Individual payee access with policy-level visibility provides transparency and efficiency.
Why Fintary?
Managing commissions and revenue reconciliation can be one of the most tedious and error-prone tasks for agencies. Fintary automates these processes, giving your finance team peace of mind and enabling you to focus on growth and client satisfaction. Its ability to uncover revenue gaps and provide intelligent forecasting tools ensures agencies stay ahead in a competitive market.
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.
