Fintary provides an AI‑native platform that automates commission calculation, payout scheduling, and incentive program design for insurance brokerages, carriers, and wealth firms. By consolidating policy data and delivering real‑time analytics on profitability, the solution enables weekly, accurate payouts and clear visibility into margins, agent performance, and revenue drivers, turning commission operations into a strategic advantage.
Funding
$2.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Insurance brokerages, carriers, and wealth firms often manage commissions and incentive programs using manual, spreadsheet‑based processes, leading to errors, delayed payouts, and limited visibility into profitability. This fragmented approach makes it difficult for leaders to identify high‑performing products or agents and can cause revenue to slip through unnoticed chargebacks and reconciliation mistakes.
Solution
Fintary offers an AI‑native platform that automates commission calculation, payout scheduling, and incentive program design. The system consolidates data from carriers and policies to provide real‑time analytics on revenue, margins, and agent performance. By delivering accurate, weekly payouts, it improves producer trust and retention while reducing administrative overhead. The platform’s reporting tools enable leaders to quickly assess profitability by line, carrier, product, and agent, turning commission operations into a strategic advantage.
Target Audience
Primary customers are insurance brokerage firms, carrier organizations, and wealth management companies that need to manage producer commissions and gain actionable business insights.
Features
- Automated handling of complex commission structures, including hierarchies, splits, overrides, and bonuses, eliminating spreadsheet gymnastics
- Real‑time business insights showing profitability by line, carrier, product, and agent
- Weekly payout processing to enhance producer loyalty and reduce cash‑flow bottlenecks
- Integrated chargeback and reconciliation tracking to prevent margin erosion
- AI‑driven analytics that identify top‑performing products and agents for informed investment decisions
- Scalable incentive program builder that supports rapid design and deployment of performance‑driving initiatives