Agency Management System
Multi-tenant commission platform with revolutionary Mirror Architecture. Agents see commissions update in REAL-TIME as you reconcile carrier statements.
What is Mirror Architecture?
Like a two-sided mirror - agents see their isolated view, admin sees through to everything, but the data is identical.
👁️ Agent View
- ✓ Sees only their commissions
- ✓ 3 statuses: Due → Reconciled → Paid
- ✓ Updates appear INSTANTLY
- ✓ Complete transparency
🔍 Admin View
- ✓ Sees all agents
- ✓ Reconciles carrier statements
- ✓ Agents update in real-time
- ✓ Full control & oversight
Traditional way: Admin reconciles month-end, creates spreadsheet, emails to agents. Agents wait weeks to see their numbers.
Mirror Architecture: Admin reconciles a carrier statement → Agent sees update immediately. No waiting. No spreadsheets. No email.
3-Status Commission Tracking
Clear visibility from policy entry to payment
1. Due (Unreconciled)
Agent enters policy, commission shows as "Due". Waiting for carrier statement to arrive.
2. Reconciled
Admin matches carrier statement → Agent sees update INSTANTLY. Commission amount confirmed.
3. Paid
Admin marks as paid → Appears in agent's commission statement. Agent balance updated.
4-Role Hierarchy
Perfect access control for agencies of all sizes
Admin
- • Reconciles statements
- • Sees all agents
- • Overrides locks
- • Full control
Manager
- • Locks transactions
- • Sees their team
- • Cannot reconcile
- • Location oversight
Agent
- • Sees own commissions
- • Tracks Due/Reconciled/Paid
- • Enters policies
- • Real-time updates
Owner
- • Read-only dashboard
- • Oversight view
- • Agency metrics
- • No data entry
Everything You Need
📊 Commission Splits
Agency keeps X%, Agent gets Y%. Different splits for new business vs renewals. Auto-calculated during reconciliation.
🔒 Transaction Locking
Managers lock verified transactions. Admin can override. Prevents accidental changes during reconciliation.
⚡ Chargeback Handling
Carrier issues chargeback → Auto-deducts from agent balance. Next payment calculates: New - Chargeback Balance.
🏢 Multi-Location
Multiple office locations. Manager oversight per location. Policy reassignment between agents. Team performance tracking.
Pricing That Scales With You
Natural growth from solo agent to enterprise agency
Starter Agency
2-5 agents
Pro Agency
6-20 agents
Enterprise
20+ agents, multiple locations
Setup fees fund integration development: Legacy AMS integrations ($5,000), QuickBooks ($3,000), custom integrations quoted based on complexity
Schedule Demo