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Summit Financial specializes in commissions reconciliations and research.

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Meet With One Of Our Professional Consultants

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

Customers


Manage your customers' info within our Customer & Commission Management System from anywhere.
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Policies


Review or create new policies with a comprehensive policy entry page that keeps it all on one screen.
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Agents


With our customized agency software, you can track and manage all of your agents and their commissions.
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Products


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.
For Businesses and Individuals, We Offer Financial Services You Can Trust
Financial Services Consulting Services

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.