Commission & Payout Management

Insurance Commission Software

Commission management software applies your rate rules to each policy, matches insurer statements against expected commission, tracks clawbacks and prepares partner payout statements. Every amount can be traced from the policy to the payment.

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Overview

Commission & Payout Management

Structure commission statements, reconciliation processes, payout tracking, expense records and financial reporting requirements.

POSP management may include onboarding status, training records, certification tracking, code references, activity and performance reports. Commission management can support configurable rate tables, insurer statements, reconciliation, exception handling and payout reporting. Finance modules may cover expenses, invoices, ledger exports, bank reconciliation and management summaries. Statutory tax and accounting treatment must be validated with the organisation’s qualified finance and compliance advisers.

Commission & Payout Management illustration

Frequently asked questions

Commission & Payout Management: common questions

Can different partners have different commission structures?

Yes, rules can be configured by partner, slab, product and policy year.

Does it connect to accounting?

It is designed to pass payout data to the Accounting & Reconciliation module.

Can commission rules change mid-year?

Yes. Rules carry effective dates so earlier policies keep their original rates.

Can we import insurer statements?

Statements in common file formats can be mapped and imported.

Can payouts be put on hold?

Yes, with a recorded reason and release approval.

How are tax deductions handled?

Deduction inputs are tracked for your finance team to review. Final tax treatment rests with your advisers.

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