Commission tracking for benefits agencies
Carrier statements in. Producer payouts out.
CompWith turns your carrier commission statements into accurate, per-producer payouts. It handles your splits, overrides, hierarchies and chargebacks, so you don't have to rebuild the spreadsheet every month.
Built by an independent benefits agency owner, for agencies like yours.
Sound familiar?
Commission day shouldn't take a week
Every carrier, a different statement
PDFs, spreadsheets and portal downloads, each in its own layout. You re-key them into one master sheet by hand.
Splits and overrides live in a spreadsheet
Who splits what, which manager overrides whom, and which chargebacks are still open, all in a file one person understands.
"Where's my commission?"
Producers can't see their own numbers, so every payout turns into texts, emails and second-guessing.
How it works
Three steps, once a month
Set up your rules once. After that, commission day is upload, review, publish.
Upload carrier statements
Drop in each carrier's commission statement. CompWith reads the lines and maps them to your accounts and writing numbers.
Apply your rules
Your splits, override hierarchy, rates and chargebacks are applied automatically. Review exceptions before anything goes out.
Publish payouts
Run the monthly payout report. Each producer logs in to see their own statement, and only their own.
Features
Built for how benefits agencies actually pay
Splits
Split any case between producers by percentage, by account or by product line.
Override hierarchies
Model district and regional manager overrides, so every level is paid correctly.
Chargebacks
Track chargebacks and adjustments against the right producer until they're settled.
Private producer portal
Each producer gets a login that shows their statements only. No more emailing spreadsheets.
Monthly payout report
One clean report for the owner: what came in, what goes out, and to whom.
Resource library
Keep product sheets and marketing materials in the same place your producers already log in.
Built inside a working benefits agency, not a software company.
Greg Meyer · Independent benefits agency owner, 25+ years in worksite and voluntary benefits
Early access
Help shape CompWith
We're onboarding a small group of agencies first. Tell us about yours and we'll be in touch.
- Set up with your carriers and your commission rules
- Direct line to the person building it
- Founding-agency pricing
Questions
Who is CompWith for?
Independent benefits and voluntary agencies that pay producers on splits or overrides, from a handful of producers to a full district or regional hierarchy.
Which carriers does it work with?
We're building statement import around the carriers our early agencies use most. Tell us yours in the form and we'll prioritize them.
Does it replace my agency management system or CRM?
No. CompWith focuses on commissions: statements in, payouts out. It's built to sit alongside the tools you already use.
Can producers see each other's numbers?
No. Each producer's login shows only their own statements. Owners and admins see the full picture.
What does it cost?
Pricing will be per agency, set before launch. Early-access agencies get founding-agency pricing.