Insurance agencies

Commission tracking for insurance agencies

Track producer and broker commissions across policies, renewals, and chargebacks — with payout reports finance can approve in minutes. Import policy-level deals from your agency system or carrier exports.

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Good fit when: Best when you can export policy or deal rows (amount, producer, close date) from your agency management system. PayoutLane does not ingest carrier statement PDFs directly — map your export to deals, then run payouts.

Pain points we solve

  • Carrier statements don't match producer expectations
  • Renewals and new business pay different rates
  • Chargebacks after cancellations are easy to miss
  • Month-end commission runs take days, not hours

What you get

  • Rules by product line and team
  • Clawbacks when policies cancel or refund
  • Producer portal for transparency
  • Approved / paid payout workflow

Built-in capabilities

Product-filtered commission rules
Producer payout portal
Chargeback / clawback entries
Monthly commission statements
CSV import from agency systems
Audit-ready payout history