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.
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Maker
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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 one carrier's file, it means the same thing in every other carrier's file. After about 10 carriers, the system handles any new carrier automatically.
Would love your feedback — especially if you work in insurance or know someone who does. Happy to answer any questions!