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Summit Financial specializes in commissions reconciliations and research.

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We'll work together to determine your specific needs and plan a solution that works for you.
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Our services are customized to meet the needs of our clients.

1671 St. Johns Bluff Rd N. / Jacksonville, FL 32225 / USA 904-683-3473


Manage your customers' info within our Customer & Commission Management System from anywhere.
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Review or create new policies with a comprehensive policy entry page that keeps it all on one screen.
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With our customized agency software, you can track and manage all of your agents and their commissions.
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Review product details and options or add new products while in the office or out in the field.
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Commissions Reconciliation

Summit Financial specializes in commissions reconciliations and research With extensive experience in accounting procedures and a background with a major health insurance carrier, Summit Financial can provide a comprehensive approach to ensuring agencies and agents receive commissions from sales.
  • Monthly Agent Statement Preparation
  • Research and Auditing
  • Customized Agency Software
  • Client Data
  • Policy Submissions
  • Commission Receipts
  • Reconciliation with Sales
  • Payments and Statements to Agents

Our services are customized to each agency’s needs.

Our Easy Steps To Success for Commissions Reconciliation

with Summit's unique Customer & Commission Management System software
1. Meet to Discuss Your Needs and Review Customized Software
2. Seamless Data Migration and Training
3. Enjoy Automated Commissions Processing. Smile.