Automate Commission Tracking for Insurance Agencies
The Problem
Reconciling commission statements from multiple carriers against your records is tedious and errors directly impact agent pay.
What We Build
AI reads carrier commission statements, matches them to policies, flags discrepancies, and generates agent commission reports automatically.
Tools & Integrations
HawkSoft Email Google Calendar Google Sheets
How It Works
1
Discovery Call
We map your current commission tracking process and identify exactly where AI saves the most time.
2
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
3
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate commission tracking?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.