Commissions Engine
Turn reconciliation into an engine for growth.
The autonomous commissions platform for life and annuity BGAs. Pathwork turns reconciliation from a monthly scramble into a workflow that runs on its own, turning a cost center into a function that pays for itself.
Grow your business with commission
operations that run themselves.
Find missing revenue
Spot unpaid and underpaid commissions before they get lost in the backlog.
Grow with less overhead
Handle more business with automated processing and eliminate manual workarounds.
Build producer trust
Get compensation calculations right and make payment questions easier to answer.
Plan with clarity
See expected revenue and payout dates to make better decisions about hiring, advances, and growth.
How it works
An autonomous workflow from expected commission to reconciled payment.
Pathwork uses your policy data and commission agreements to calculate expected commissions, process incoming statements, and reconcile payments in an ongoing, autonomous workflow. Missing payments and discrepancies surface for review, so your team can focus on resolving exceptions instead of working through every transaction.
Vice President at Pickett Group Inc.
Configured around your rules
Built for the full complexity of your business.
Every carrier agreement, compensation structure, and producer relationship comes with its own rules. Configure Pathwork around yours, including the exceptions. Those rules drive the autonomous workflow, so you can handle more complexity without adding more workarounds.
Complex products, covered
Model premium types, bonuses, target and excess, and first-year and renewal compensation across 7,000+ life, LTC, disability, and annuity products from 250+ carriers.
Your hierarchy, built in
Configure producer tiers, splits, and overrides so compensation follows your actual relationships.
Special deals, in the system
Bring IMO bonuses, carrier-specific terms, and one-off agreements into the same model. Retire the spreadsheets and macros used to fill the gaps.
Full history, preserved
Versioned schedules and hierarchies keep the terms that govern each calculation on record, even as agreements change.
Austin Hodge
Director of Accounts Receivable at Highland Capital Brokerage
Ready for your team
Built for your business.
Ready for your team.
Build your next stage of growth with Pathwork. Bring commissions into a platform built to handle your complexity, take work off your team, and support more of your business as it scales.
Fits your systems.
Integrates with Salesforce, AgencyIntegrator, SmartOffice, and OneHQ.
Connects your teams.
Brings casework and commissions into one platform with shared information.
Keeps operations in-house.
No offshore processing team handling statements or carrier logins.
Why Pathwork
Move ahead with the team moving the industry forward for the AI era
Trusted by more than 100 brokerages, Pathwork is bringing the AI behind smarter casework to commissions. With Pathwork, your commissions program builds on the same platform, insurance expertise, and partnership already moving the life & annuity industry forward.
brokerages on Pathwork
7,000+
products modeled
250+
carriers
One
platform for casework and commissions