All activity
DavidRleft a comment
Hey PH! I'm Dave, founder of Commission Wizard. I built this after watching an insurance agency in Florida spend 3 full days every month comparing carrier commission statements against their management system — line by line, in spreadsheets. 20 carriers, hundreds of policies each, all in different formats. The core insight: if the AI learns that a column called "Pol #" means policy number in...
Commission WizardAI-powered commission reconciliation for insurance agencies
Commission Wizard automates carrier commission reconciliation for independent insurance agencies. Upload any carrier statement and your AMS export (CSV, Excel, PDF) — AI matches policies in under 30 seconds, even when formats differ. Track agent commissions by carrier and period, configure splits and rates, manage payments, and give agents self-service access. The AI learns from your corrections — after 10 carriers, 90%+ auto-detection. Built in Miami for P&C agencies. Plans from $199/mo.
Commission WizardAI-powered commission reconciliation for insurance agencies