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Insurance Operations
Insurance agency: custom sales and commission split automation
Agentic workflows that calculate, split, and reconcile commissions against live carrier data, so producers get paid accurately and finance stops chasing spreadsheets.
01Challenge
Producers and finance reconciled commissions manually across carrier statements and producer codes. Each close meant spreadsheet work, reconciliations against policy and sales records, and the constant risk of overpayments and producer disputes.
02What we deployed
A FLOW workflow that ingests carrier commission statements, maps producer splits by book of business, and reconciles payouts against policy and sales records automatically.
03Outcome
Metrics to be confirmed.
04Technology
FLOW agentic platformCarrier data connectorsCommission split rules engine