Features
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With Advisor Payout Process Automation
Revenue Management
Process your payor statement or billing files to track revenue across multiple lines of business or payors (carriers, custodians, etc). Beyond Commissions supports multiple formats (CSV, PDF, etc.) and normalizes data across statements and billing files.
Commissions Processing
Calculate advisor, salesperson, or corporate partner payouts on configurable pay periods. Process structural splits, production levels, or overrides to match the correct compensation model to the right incentive plan. Compensation schedules support flat rate payout, advances, residual payout, or levelized commissions.
Agent Portal
Create customized payee statements and automatically push them to a secure Advisor portal without manual intervention. Our Agent portal can be integrated into your agency’s site to centralize access and security.
Beyond Commissions offers a targeted solution for the life insurance industry we remove the pain from paying your advisors.
Reconcile payments and deposits, guarantee precise payouts, and project your financial health with intelligent solutions designed to meet the unique demands of your life insurance agency.
Improve Your Life Insurance Payouts with Reliable Automation
Our automated solutions empower carriers and agencies to focus on what they do best: serving policy holders and growing their customer base.
Automate critical tasks like statement processing and advisor statement creation.
Guarantee accurate and timely payouts,
keeping advisors motivated and focused.
Leverage intelligent technology
to reconcile payments and forecast financials.
Don’t Let Manual Processes Hold You Back
Step into a new era of life insurance management, where precision and speed lead the way.
