Commission & Accounting AI Agents

Commission reconciliation, agent splits, premium finance

Reconcile commission statements, calculate agent splits, track premium finance, download carrier statements, and maintain trust account compliance

Commission Statement Reconciliation Agent

Automates carrier commission statement reconciliation against policy records, identifying discrepancies and ensuring accurate agent payouts

  • Downloads statements from 50+ carrier portals automatically
  • Parses statements despite format variations and frequent changes

Agent Commission Split Calculator

Automates producer commission split calculations and generates accurate payout reports

  • Calculates splits per complex commission schedules automatically
  • Handles multi-level splits, overrides, bonuses, and renewal commissions

Premium Finance Tracker Agent

Tracks premium finance agreements and reconciles payments

  • Monitors premium finance agreements
  • Tracks finance company payments

Carrier Statement Download Agent

Automatically downloads commission statements from carrier portals

  • Logs into 50+ carrier portals automatically
  • Downloads commission statements and reports

Agency Accounting Reconciliation Agent

Reconciles premium payments and maintains trust account compliance

  • Matches premium payments to policies
  • Reconciles direct bill vs agency bill premium

Ready to automate commission processing?

Request a free consultation to discuss which agents fit your agency best