WHO IT IS FOR
For personal lines agencies.
For independent agencies serving households across home, auto, and other personal coverage. This page is for the owner, bookkeeper, or operations person trying to connect the policy record, commission statement, and money received.
Start with how your book is paid
Most personal-lines business is direct bill: the customer pays the carrier, and the carrier pays commission to the agency. That makes commission statements, payment timing, policy changes, and adjustments central to the financial review.
EvenPenny reconciles agency-bill statements today. Direct bill is on the roadmap. If direct bill is your main workflow, tell us about the statements you receive and the work your team does to explain them.
Bring a sample export
Runs on exports from Vertafore AMS360.
Running Applied Epic, HawkSoft, or EZLynx? Send us a sample export and we'll tell you what it takes.
Start with one representative statement and the corresponding export. Keep the policy reference, transaction date, commission amount, and payment reference visible. Remove customer names and other personal information from an introductory sample. We can arrange a suitable way to share more detailed records if needed.
Tell us where the work gets stuck
A useful first conversation starts with the job: finding an unpaid commission, explaining an adjustment, or matching a deposit to the statement. Tell us which reports you use and what a finished review should show.
If your agency also handles agency-bill accounts, bring that part of the book into the conversation. Use the demo form below to introduce your agency and current management system.
Tell us about your agency
Loading the form…