Insurance · 8–20 producers
Producer commissions without the carrier-statement scramble
An independent agency paying producers on new business vs renewals, with chargebacks when policies cancel — needs a clear monthly statement per producer.
Statement prep
Same day
Typical plan
Team $99/mo
Trust lever
Rep portal
Before
- · Carrier statements pasted into Excel by hand
- · Different rates by product line living in someone’s head
- · Chargebacks missed until the next quarter
- · Producers distrust the monthly total
With PayoutLane
- Product-filtered rules for new business vs renewal
- Refunded/cancelled policies marked for clawback
- Producer portal shows deal-level lines
- Finance exports one CSV for payroll
Typical stack: Agency management export → PayoutLane → payroll