Catalyit Guide

Commission Management

Commission management technology automates commission tracking and distribution for insurance agencies, replacing spreadsheets with accurate, transparent, and efficient digital workflows.
Section I: Commission Management in 2025
  
Section I

Commission Management in 2025

What is Commission Management technology?

Commission management technology helps insurance agencies automate the tracking, reconciliation, and distribution of commissions to producers. These tools replace manual spreadsheets with streamlined digital workflows, improving accuracy, saving time, and ensuring timely payments. By automatically matching carrier statements with agency records, they identify discrepancies, reduce errors, and eliminate the need for tedious manual calculations. Real-time dashboards provide producers with transparency into their earnings, helping build trust and minimize compensation disputes. With features like tiered commission scaling, gamified incentives, and detailed reporting, commission management solutions enhance operational efficiency and allow agency leaders to focus more on growth and performance.

This guide can help...

  • Employee Onboarding
  • KPI Tracking & Reporting
  • Saving Time
  • Workflows, Processes & Automations
“Commission management solutions take the headache out of tracking and reconciling commissions, giving agencies cleaner data and more time to focus on growth. When producers can see exactly what they’ve earned, without the back-and-forth, it builds trust and drives performance.”
Casey Nelson_circle-min
Casey Nelson

Directory of Consulting

      
Section II

How do I get started?

Are you looking for a commission management solution that simplifies reconciliation, improves accuracy, and enhances producer transparency? With a variety of tools offering different features and integrations, it can be challenging to know which one fits your agency best. Here’s what we think you should consider.

AI streamlines commission reconciliation process

In the dynamic world of insurance, staying on top of commission reconciliation can be a daunting task. Catalyit's Casey Nelson dives into where these AI-powered tools come in and how they're revolutionizing the way agents manage their commissions.

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Integration Capabilities

Ensure the solution integrates smoothly with your current agency management system to reduce manual entry and streamline reconciliation.

Carrier Statement Matching

Look for tools that can automatically ingest and reconcile carrier commission statements, saving time and catching errors quickly.

Producer Visibility

Choose a platform that offers producers easy access to dashboards or reports showing real-time commission tracking and performance.

Scalability & Compensation Models

Consider whether the system supports complex commission structures, tiered payouts, and the ability to grow with your agency.

Ease of Use

From setup to daily use, the platform should be intuitive for both admins and producers so it adds value without extra headaches.

     
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

Eventual Treasury
Eventual Treasury

Eventual Treasury
by Eventual Treasury

Technology-driven platform designed to streamline revenue operations for insurance agents & brokers

Commission Management

Fintary
Fintary

Fintary
by Fintary

Revenue and payout platform purpose-built for the insurance ecosystem.

Commission Management

Xcelerator
Xcelerator

Xcelerator
by Mivation

A cloud-based commission management software that helps agencies streamline commission tracking and payment processes.

Commission Management

Ascend
Ascend

Ascend
by Ascend

Digital Payments Premium Finance Commission Management

Symphony by Comp21
Symphony by Comp21

Symphony by Comp21
by comp21

Sales Management Commission Management

     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents
Commission Management

Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents

February 12, 2025 3 min read

Webinars & Demos

Xcelerator by Mivation Demo
Xcelerator by Mivation
Commission Management

Xcelerator by Mivation Demo

March 6, 2025
Fintary Demo
Fintary
Commission Management

Fintary Demo

March 4, 2025
    
Section V

Have questions?

The Catalyit Team is here to help! Get in touch with us.

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Contributors:

Casey Nelson_circle-min

Casey Nelson

Guide Last Updated: August 2025