Real-time control for insurance commissions
Automate commission accounting and give finance, owners, and agents a clear view of what is paid, missing, delayed, and unresolved.
Automate commission accounting. See what's paid, missing, delayed, and unresolved.
Commission control today · Agency visibility next
Carrier Statements
March 2026
Reconciliation
Expected vs Actual
Alerts
Requiring attention
Eliminate manual data entry. Upload carrier statements in any format and get a unified view of all commission data.
Compare expected commissions against actual payments automatically. No more manual review or formula errors.
Surface underpayments, chargebacks, and missing commissions before they affect payouts and reporting.
Commission issues waste time, block visibility, and surface too late
Finance loses time. Owners lack visibility. Issues show up too late.
What Payout OS makes visible
The workflows, exceptions, and risks that usually stay hidden until finance has to explain the numbers.
Automated statement ingestion
No more manual data entry. All carrier formats, one unified view.
Reconciliation without spreadsheets
Compare expected vs actual automatically. Less finance review time.
Leakage caught before close
Underpayments, chargebacks, and missing commissions flagged early.
Visibility for owners and agents
Everyone sees what's paid, pending, and at risk. No more chasing reports.
What gets surfaced
Issues that drain finance time, create owner blind spots, and distort reporting.
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Reconciliation work from days to minutes
Agencies using Payout OS reduce finance time, surface issues before close, and give owners and agents a clear view of what is paid, missing, delayed, and unresolved.
Swipe through real results
From days to minutes. Finance finally had the full commission picture in one place.
Before Payout OS, Shekel Advisory was spending days every month pulling carrier statements together by hand, chasing payout exceptions, and trying to understand what was still missing before close.
With Payout OS, ingestion, matching, and reconciliation became automatic. What had taken finance days now took minutes, and the full commission picture became visible in one place. Underpayments, missing commissions, and delayed payouts surfaced in the first cycle, giving both finance and leadership a clear view of what was unresolved and what was still creating risk.
Days to minutes for reconciliation
Days spent on manual reconciliation, now automated.
Where this is going
From commission control to agency intelligence
Payout OS starts by giving finance and operations real-time control over commissions. Next, it gives leadership a live view of what changed, what is unresolved, and where risk is building across the agency.
Commission control
Automate commission accounting, reduce reconciliation work, and surface issues before they distort payouts or reporting.
Agency visibility
Give owners and leaders one view of what is paid, missing, delayed, disputed, and unresolved.
Agency intelligence
Become the live intelligence layer for payout risk, reporting confidence, and financial change across the business.
Frequently Asked Questions
Implementation, formats, rollout, and workflows.
Real-time control for insurance commissions
Start with commission control today. Build toward agency-wide financial intelligence over time.
Commission control today. Agency visibility next.