Launching now — free for early adopters

Stop trusting commission statements blindly.

Benefit Whiz helps insurance brokers upload carrier statements, catch missing or inaccurate payments, track expected vs. actual revenue, and take the guesswork out of internal payouts.

Request Early Access See How It Works
Reconcile Carrier Statements
Uploaded Statements Carrier Data
Blue CrossMedical
$3,100.00 ✓
GuardianDental
$1,840.00 !
UnitedHealthca…Medical
$2,450.00 !
Identified Policies Internal Records
GlobexPOL-44376
$3,100.00
✓ Match
InitechPOL-88210
$1,500.00
! Mismatch
Umbrella Co.POL-11907
$2,450.00
! Not Paid
⚠
Missing / Unpaid Items
• 1 item flagged for review — amount mismatch detected
• 1 item flagged for review — no payment received
<5 minAverage reconciliation time
0%Commission match accuracy
1 toolFor all your carrier formats
$0 fluffNo CRM. No bloat.
💵 Commission Leakage Calculator

How much revenue are you
leaving on the table?

Most brokerages lose 1–3% of annual commissions to errors, missed payments, and manual reconciliation gaps. See what that costs you.

-$40K
Annual commission revenue
$2,000,000
$100K $10M
$40,000
Estimated annual commission leakage at 2%
$3,333
Estimated monthly commission leakage at 2% going undetected
3 days
Estimated time wasted on manual reconciliation per month

* Based on industry averages. Actual leakage varies by carrier volume, team size, and reconciliation process.

Start Recovering Revenue → See How It Works
✓
Catch missed commissions instantly
✓
Every carrier format supported
✓
No CRM. No bloat. Just commission clarity.
Where Brokerages Leak Revenue

Commission reconciliation is broken for most brokerages.

Every month your team downloads carrier statements in different formats, manually checks payments, and hopes nothing slipped through. It’s tedious, error-prone, and leaves real money on the table.

No single source of truth
Commission data lives across emails, downloads, and local spreadsheets — with no audit trail and no version control.
Missing commissions go unnoticed
Without systematic reconciliation, policies that stop paying quietly disappear. By the time you catch it, months have passed.
Teams rely on spreadsheets
Copy-paste, VLOOKUPs, and manual review are still the norm. It’s fragile, slow, and hard to scale as your book grows.
Internal splits are easy to get wrong
Once commission is received, figuring out who gets what across producers, account managers, and internal teams can lead to confusion, frustration, and payout mistakes.
Forecasting is guesswork
You know what got paid, but not always what should have been paid. Projecting recurring revenue confidently is nearly impossible.
Commission data is scattered
AMS, CRM, and accounting systems each hold part of the picture, but none truly own commission visibility.
How It Works

A simple workflow built for how brokers actually work.

From raw carrier statement to reconciled books in minutes.

01
⬆
Upload
02
⇄
Normalize
03
✓
Reconcile
04
⚠
Detect Gaps
05
$
Pay Out
06
↗
Monitor
Platform Capabilities

Purpose-built tools for commission operations.

Not a CRM. Not an AMS. A focused, powerful platform to import, reconcile, track, and distribute commissions — nothing more, nothing less.

Intelligent Statement Import
Supports every carrier format out of the box. Column mapping, date normalization, and deduplication happen automatically — your team never reformats a file again.
Ops Efficiency
Automated Reconciliation Engine
Cross-references booked policies against received payments with 98% accuracy. Exception reports surface automatically — review the exceptions, not every line item.
Revenue Protection
Transaction Explorer
Full drill-down into commission data by carrier, policy, date, or producer. Finance leadership gets the visibility they need without opening a single spreadsheet.
Finance Visibility
Payout Distribution Control
Define split rules once and apply them consistently. Eliminate manual calculation errors and the producer disputes that follow them every cycle.
Producer Relations
Before & After

See the difference Benefit Whiz makes.

Toggle between the manual process most brokerages still use and what Benefit Whiz does automatically.

✕
Download carrier statements manuallyDifferent formats, different columns, every month
✕
Reformat in ExcelHours of copy-paste, VLOOKUPs, and cleanup
✕
Manually check each policyEasy to miss errors when volume is high
✕
Calculate producer splits by handManual errors create payout disputes every cycle
✕
Hope nothing slipped throughMonths pass before missing commissions are caught
⏳ Average time: 3–5 days per month
Who It’s For

Built for teams that take commission accuracy seriously.

Designed for the people who handle statements and resolve discrepancies across carriers, agencies, and internal distributions.

Insurance Brokers
  • Producers managing multiple carriers
  • Books with advanced commission splits
  • Teams tired of chasing missing payments
Agency Operations Leaders
  • Ops managers overseeing commission workflows
  • Leaders replacing manual reconciliation processes
  • Teams preparing for audits or reviews
Commission & Accounting Teams
  • Staff processing monthly carrier statements
  • Finance teams validating recurring revenue and P&L
  • Teams handling internal payout distributions
Free Early Access

Ready to stop guessing what you’re owed?

Benefit Whiz is free to get started. Available to a select group of independent brokerages — your first reconciliation run is guided hands-on by our team. No credit card required.

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