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 delivers a comprehensive approach to ensure agencies receive commissions from sales and pay their agents accordingly. Our system allows for a variety of payout options (percentage, flat-rate, etc.) giving a custom approach for our clients.
Customer & Commission Management System
Summit's proprietary software allows agencies to track agent commissions and manage policies, customers, agents, and more in one secure system, in compliance with HIPPA laws and regulations.
- Manage customer details
- Agent Dashboard
- Maintain policy details and submissions
- Access all client-related documentation/attachments on one page
- Provide sales and production reports on demand
- Upload carrier commission data
- Track received commissions
- Prepare agent commission statements
- Reconciliation with sales
- Track unpaid carrier commissions
- Research and auditing
- Built-in data scrubbing to maintain data integrity
- Organize carrier and product information