Commissions CoPilot by Kizen - For Insurance

Accurate, Transparent, Fully Automated Commission Processing

Calculate, reconcile, and distribute producer payments with precision powered by clean contracting data, dated hierarchies, and automated validations.

95% reduction in time required to process commissions

The only insurance product to automate commission calculations and report creation for all 5 types of brokerage commissions.

Experience a simplified commissions process

• Kizen automatically calculates agency commission overrides, accommodating up to 50 levels for maximum accuracy and flexibility
• Custom marketing agreements are effortlessly integrated, ensuring that your unique compensation structures are always accounted for
• Kizen handles internal marketer and sales director variable compensation, along with agent commissions and captive agency calculations, streamlining your entire payout process
• Leverage Kizen AI for any missed or improper payments detection

More accurate commission calculations

• Kizen intelligently analyzes incoming raw commission transactions, applying the correct year 1 or renewal rate based on the policy rules
• If commission data is unavailable, the system uses the agent's NPN to check their hierarchy and determine which upline agencies are eligible for payment
• Kizen efficiently processes override payments for each upline, creating detailed transaction records that include the payment amount, agency, policy number, and writing agent

Simplify your workflow with smart automation

• Kizen automatically generates and emails agent and agency statements, which can also be easily accessed in the portal
• You’ll receive comprehensive payment summaries for ACH and wire transfers, simplifying your financial management
• Commission agreements are automatically created upon agent contracting, ensuring that all data is accurately captured without extra effort
• Easily update agency levels by entering a few details, and all future policies will automatically reflect the new information

Spend more time doing what you love by automating what you don’t

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lower cost of ownership

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less coding required

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faster to deploy ideas & improve

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Users that love Kizen

Ready to unlock your team’s full potential?

Learn how your team can save time and money when you automate, innovate, and grow with Kizen.

“We went from using multiple systems with disorganized client data to a streamlined workflow. Now we let Kizen worry about the small stuff so we can focus on growing sales.”

Ali Elyassi

VP of Sales at Werqwise

“Part of the power of Kizen is the ability to continually update and refine our business development pursuits and contracted projects. I see a million different ways this is going to help our business.”

Rio Franzman

COO of KC Harvey

“Worth its weight in gold! We were drowning in manual tasks. Now, Kizen can do nearly everything for us, so we can focus on other things. It tracks our students and moves them through the process, so we always know where they are and what is needed.”

David Loebsack

Co-Founder of Arts & Minds Academy