SHERIDAN, Wyo. - eTradeWire -- AgencyView, the agency management and commission tracking platform for insurance agencies, today announced the CFO Center, a finance module for agency owners, sub-agency administrators, and independent agents. Where a commissions page answers "what was I paid," the CFO Center answers where that money comes from, what is leaving as clawbacks, which carriers have gone quiet, and what the book is worth.

Commission statements are the only record of what an agency actually earned, and the hardest to read. Every carrier issues its own, on its own schedule. A quiet month may mean less income, or a statement nobody has uploaded yet. The CFO Center is built around that ambiguity: every month carries a status of loaded, partial, awaiting, or none, and no total is presented as complete when the statements behind it are not.

Seven tabs, reading statements that sync nightly

• Overview: income against the last statement that actually loaded, and which carriers are current, behind, or stalled.
• Retention: revenue at risk in dollars, statement gaps, and persistency cohorts.
• Receivables: policies never paid on, a next-statement forecast, and chargeback exposure.
• Carriers: concentration and transition alerts.
• Growth: an open-enrollment yield planner and a cross-sell map.
• Monthly Close: CRM, marketplace, and statement reconciled per policy.
• Planning: book valuation and a quarterly tax set-aside.

"Agency owners have been running six-figure books off a commissions page and a gut feeling. The CFO Center gives them the view a finance person would build, without hiring one, and it is honest about what the statements have not said yet." — AgencyView, in a company statement

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An agency administrator sees the whole agency, a sub-agency administrator their downline, and an independent agent their own book. The CFO Center is available now under Commission Management for agencies with a connected commission tracking service.

About AgencyView

AgencyView brings clients, policies, commissions, and compliance behind one login for independent agents, agencies, FMOs, and IMOs. Learn more at https://agencyview.net/

Media Contact

AgencyView
30 N Gould St, Sheridan, WY 82801
media@agencyview.net

Source: https://agencyview.net/press/cfo-center