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Summit Financial specializes in commissions reconciliations and research.

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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


Quick and Efficient

Our Customer & Commission Management System was designed for efficiency, allowing for detail and flexibility. For instance, our Quick Entry Policy page includes every aspect of the policy from Customer details, Product info, Agent commission status, and more. Stop switching from screen to screen! Summit's system will streamline your data entry.

Manage from Anywhere

With Summit's unique and secure browser-based software, you and your agents can manage and input details from anywhere! Adjust policy details from your tablet while at lunch with a client, run reports while waiting at your favorite coffee shop, and check on commissions in the car. As always, you decide who has access to manage specific features.

 

Manage Every Aspect



Customers


Input and review client details


Policies


Enter online; reconcile with sales


Agents


Track sales and commissions; balance workloads


Products


Access to Book of Business to cross-sell