Fintary is an AI-powered revenue growth platform that helps insurance organizations streamline commission and financial operations, enabling them to grow their business. Fintary’s platform transforms complex commission structures into automated, scalable systems that drive growth and improve producer/agent satisfaction and loyalty.
The insurance industry has a massive operational inefficiency problem that's holding back growth. Insurance companies are drowning in complex commission structures - hierarchies, splits, overrides, bonuses - that require armies of people manually processing data in spreadsheets. This creates a cascade of problems: errors that damage agent relationships, delays in payouts that hurt retention, and operational bottlenecks that prevent companies from scaling at the pace their market demands.
I experienced this firsthand and realized there was a huge opportunity to transform these operations from cost centers into growth engines. The insurance industry processes billions in commissions annually, yet most companies are still managing this with manual processes that would have been outdated a decade ago. We're not just building software - we're reimagining how insurance companies can turn their commission operations into competitive advantages.
When you can pay agents accurately and on time while gaining real-time insights into profitability by carrier, product, and agent, you're not just solving operational headaches - you're unlocking growth potential.
We work with insurance companies across life & annuity, employee benefits, individual health, and P&C lines that are struggling with manual commission processes. Our customers are seeing transformative results - they're reducing manual labor that was eating up high-dollar hours, eliminating errors that were damaging producer relationships, and gaining the operational efficiency to scale confidently.
One compelling example involves a client who was spending weeks each month reconciling carrier data and calculating complex commission structures across hundreds of agents. With Fintary, they've automated their entire commission lifecycle - our AI extracts data from any carrier format, reconciles it in minutes, and provides agents with 24/7 transparency through our white-label portal. They've not only eliminated the manual work but actually improved agent satisfaction and retention by providing unprecedented transparency and accuracy in payouts.
When we started Fintary, we kept hearing the same warning from friends and colleagues - insurance is a slow-moving, resistant industry. Having spent years working in it, I knew that perception wasn’t entirely wrong. What surprised me, though, was just how quickly we’ve seen adoption and traction. Beneath the surface, the industry is hungrier for change than many realize. Younger, next-generation leaders are eager to modernize, and the shortage of talent is pushing companies to turn to technology faster than ever. Watching that shift unfold firsthand has been one of the most rewarding parts of building Fintary.
Infinity's network and expertise in scaling B2B software companies has been invaluable. Jeremy, Jay, Sam, and the team live up to the mantra of “operators-first, investors-second” by providing useful guidance and support. They understand the importance and challenges of hiring top tier talent, managing team dynamics, selling into enterprises, and other core aspects of scaling a software company. Plus, their community of founders provides insights from others who've scaled similar businesses.
We're in the early stages of transforming how the insurance industry handles financial operations. Commission processing is just the beginning - there's a massive opportunity to extend our AI-powered platform into other areas of insurance financial management and even beyond insurance. As the industry faces increasing pressure to improve margins and agent experience while scaling efficiently, companies that can turn their operations into growth engines will have huge competitive advantages. We're building the infrastructure that will power the next generation of insurance growth, and we're just getting started.
