Insurance: Automate Complex Hierarchies and Agent Payouts

The insurance industry is built on intricate relationships, and so are its compensation structures.

Managing commissions across complex agent hierarchies—with overrides, bonuses, and splits flowing up through General Agents (GAs) and Managing General Agents (MGAs)—is a massive administrative burden.

Add the complexity of policy lifecycles, from high first-year commissions (FYC) to renewals and potential clawbacks, and the risk of manual error becomes a significant threat to your operations and agent loyalty.

Succentify automates the entire agent compensation lifecycle.

Dashboard

Our platform is specifically designed to handle complex hierarchical overrides and multi-level payouts with precision. Automate renewal commissions, manage chargebacks effortlessly, and provide every agent in your network with a clear, accurate, and timely statement.

This transparency builds trust, reduces disputes, and lets your agents focus on what they do best: selling.

With Succentify, you can:

  • Automate Hierarchical Payouts: Effortlessly calculate and distribute commissions and overrides across complex agent and agency structures.
  • Manage the Full Policy Lifecycle: Track and automate everything from FYC and renewals to chargebacks and vesting.
  • Boost Agent Trust & Loyalty: Provide your sales network with transparent, accurate, and on-time statements they can rely on.
Insurance agent benefits visualization

Empower your agents, protect your bottom line, and build a more loyal distribution network with Succentify.

Don't miss the competition

+10 companies with +50 employees have already switched to Succentify.

P&G, UNILEVER, British American Tobacco (BAT), PEPSI, Philipp Morris, Aveon Global, Global World Insurance A.Ş., HDI Insurance, RAY Insurance

Your all-in-one solution for sales commissions

Simplify calculations & ensure accurate commissions

Integrate your essential tools

Instill confidence in your reps with transparent commissions

Save valuable time by streamlining stakeholder processes

Unlock total control and trust with Succentify. Schedule your demo.