Commission reconciliation for insurance agencies
Omnia connects your agency management system, accounting system, bank, and carrier statements to verify commission, keep your fiduciary position visible, and eliminate manual reconciliation.
Tell us how reconciliation works in your agency.
One connected view
Automatic reconciliation
Omnia connects carrier statements, policy records, accounting entries, and bank transactions — then matches them without the manual spreadsheet work.
PDF, spreadsheet, CSV, or portal download: one live view of what matches and what needs attention.
Every dollar accounted for
Surface commission that was underpaid, paid late, or never arrived. Omnia turns quiet discrepancies into a clear list of dollars to recover.
Compare expected and received commission without hunting across statements and policy records.
Live cash position
Connect reconciliation to the bank balance so you can separate agency funds, obligations, and unapplied cash — and resolve what is holding payment up.
Unlike a static spreadsheet, the position stays connected to the money in the bank.
Continuous visibility
Keep the fiduciary position, reconciliation progress, and supporting records visible between month-ends — not just after someone finishes the spreadsheet.
See pending items and the audit trail behind the numbers from one reporting view.
Applied Systems
“Commission reconciliation is breaking insurance agencies.”
Replace nothing
Omnia sits between the systems you already run, bringing the data together without asking your team to start over.
Carrier statements
PDF · CSV · Portal
Agency management
Epic · AMS360 · EZLynx
Accounting
QuickBooks · General ledger
Live bank data
Connected balance
Contact us
Walk us through the statements, exceptions, and month-end work your team handles today.