01
Bring statements together
Import supported statement formats and keep the original file alongside the extracted records.
INSURANCE OPERATIONS. CONNECTED.
Turn commissions
into clarity.
From the first statement to the final approval.
One shared view of the work. A clearer way forward.
People. Commissions. Progress.
Statements to decisions.
Keep the whole picture.
Keep the whole picture.
Statement intake Reconciliation Review & approval Team collaboration
A CONNECTED PROCESS
Less chasing.
More moving forward.
Give every statement a clear next step. Keep the original evidence, the decisions and the people responsible connected throughout the process.
02
Resolve what needs attention
Compare records, investigate differences and document corrections before release.
03
Review with context
Give reviewers the source evidence, calculation details and reasons behind each decision.
04
Approve with clarity
Move prepared payouts through review and approval, with a record of the handoffs.
STATEMENT WORKSPACEIllustrative example
A decision you can follow.
Monthly commission statementOriginal file retained
- Source records prepared
- Difference explained and corrected
- Independent review completed
Next stepReady for approver
CONTEXT, NOT JUST A TOTAL
Know what changed.
Understand why.
A payout number is only part of the story. Keep source records, adjustments and review decisions together so your team can explain the result.
- Original statements remain available
- Corrections have a recorded reason
- Review and approval are distinct steps
ONE TOOL. CLEAR RESPONSIBILITIES.
Built around the people
doing the work.
Separate workspaces, a connected process. Access follows each person’s assigned role and customer permissions.
Customers
Follow your statements, respond to questions and review the results.
Preparers
Import records, investigate exceptions and prepare calculations.
Reviewers & approvers
Check the evidence, return work with context and record decisions.
Administrators
Coordinate team access and customer responsibilities.
BEFORE YOU GET STARTED
A few things
worth knowing.
How do I get access?
FinAcctSure uses invitation-based accounts. Request access to discuss your workflow, or use the secure invitation email your administrator sent you.
Will this replace our agency management system?
The initial workflow works with statement files and relevant exports. Supported formats, matching inputs and customer rules are confirmed during onboarding; do not assume a direct integration with every system.
Can our team try a completed month first?
Yes. A supervised pilot can compare one completed period against your existing workbook before you rely on the workflow for ongoing processing.
Does an approved payout mean money has been sent?
No. Approval and recording settlement evidence are workflow steps. They do not, by themselves, initiate a bank payment.
A CLEARER WAY FORWARD
Your people.
One connected workflow.
Let’s start with your statements, your rules and your team.
Request access