Insurance › Distribution & Agency Management › Commission Calculation

Fintary

Commission operations platform with statement OCR, reconciliation and chargeback tracking for life and annuity.

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Overview

Fintary is a commission operations platform that uses statement OCR to capture carrier data, then reconciles payments and tracks chargebacks, with a focus on life and annuity. It automates the data-heavy parts of commission processing.

By reading commission statements automatically, Fintary helps agencies and IMOs match expected to received compensation and identify discrepancies across carriers.

Key Features

+ Commission statement OCR
+ Payment reconciliation
+ Chargeback tracking
+ Life and annuity focus
+ Discrepancy identification
+ Multi-carrier commission data capture

Integrations

Open APICarrier statement feeds

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