We'll work together to determine your specific needs and plan a solution that works for you. Contact Us
Our services are customized to meet the needs of our clients.
1671 St. Johns Bluff Rd N. / Jacksonville, FL 32225 / USA904-683-3473
Manage your customers' info within our Customer & Commission Management System from anywhere. Read More
Review or create new policies with a comprehensive policy entry page that keeps it all on one screen. Read More
With our customized agency software, you can track and manage all of your agents and their commissions. Read More
Review product details and options or add new products while in the office or out in the field. Read More
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
Reconciliation with Sales
Payments and Statements to Agents
Our services are customized to each agency’s needs.