Fintary Demo

The Rundown

Fintary, a commission operations platform for insurance brokerages, was introduced in a webinar hosted by Casey Nelson from Catalyit. The session featured Qiyun Cai from Fintary and covered how Fintary streamlines commission processing, policy reconciliation, revenue management, and producer reporting.

The Context

• Qiyun Cai shared her industry background and the challenges that inspired her to create Fintary.
• A case study highlighted how the platform cut labor costs and boosted efficiency for a multi-line agency.
• Fintary integrates with various agency management systems while prioritizing data security.
• The webinar concluded with a Q&A on integration specifics and the importance of flexible, customizable tech.

Why it Matters

Commission management is a persistent pain point in insurance operations. Fintary’s automation can save agencies time and money while improving accuracy, which is critical for scalability. As insurance firms increasingly seek seamless tech solutions, platforms like Fintary could become industry game-changers.

Watch now to see how Fintary can work for you!