Some of the carriers mapped in the system
Replace spreadsheets and manual reconciliation with automated commission tracking, infinite split logic, and full hierarchy visibility, built for independent insurance agencies.
| Agent / Client | Carrier | Amount | Split |
|---|---|---|---|
Maria Santos ACA, Ambetter TX |
Ambetter | $340.00 | 75%25% |
James Carter Life, Mutual of Omaha |
Mutual | $215.00 | 60%40% |
Regional Sub-Agency ACA, Oscar Health FL |
Oscar | $1,840.00 | 50%30%20% |
Most independent agencies lose hours every month reconciling payments, chasing split disputes, and manually tracking who got paid what. That's not scalable, and it's costing you agents.
Manually mapping carrier statements to agent records takes 20–100 hours per month. Errors compound. One misaligned column wipes out a month of accuracy.
When a carrier doesn't pay, you may not catch it for months. Agents can't validate their own history. The result: trust issues and turnover you can't afford.
Overrides, tiered splits, and sub-agency structures live in someone's head or a private spreadsheet. Growth without infrastructure creates chaos.
Stop stitching together spreadsheets, carrier portals, and email chains. TheBrokerWebsite gives your whole operation a single source of truth.
Upload any carrier's CSV or Excel statement. Map the columns the first time and TheBrokerWebsite remembers, every future import from that carrier runs automatically. Missing payments get flagged before you even notice them.
Define exactly how commissions flow: by client, by agent, by production tier, by carrier. Multi-party splits, flat dollars, percentages, remainders, every configuration your agency uses.
Build the hierarchy that mirrors your real agency structure. Sub-agencies inherit autonomy while you maintain visibility at every level.
Every agent in your hierarchy gets their own view of their commission history, client counts, and payout schedule, without calling your admin team. Sub-agencies manage their own books independently.
Toggle between actual and projected commissions. The system factors in new business, terminations, and carrier pay timing to forecast your next payout, so you're never caught off guard.
Track every agent from invite to first commission, credentials, licensing, appointments, and readiness all in one place. Pair it with a custom onboarding flow built specifically for your agency.
Every agency runs differently. We build your agency a fully custom, screen-by-screen onboarding flow, a real designed experience inside TBW that walks every new agent through exactly what your process requires. Then you own it and can keep customizing it.
We design and develop your agency's complete onboarding flow from scratch, every screen, every step, every carrier link and instruction. Built to match your exact process, your hierarchy, and your brand.
Once built, your team can update steps, swap out carrier links, add instructions, and adjust the flow as your requirements change. It's your onboarding, you're never locked into what we shipped on day one.
Each downline agency in your hierarchy can have their own distinct onboarding experience, different steps, different carriers, different requirements. One platform, infinite variations.
No separate tools, no links to chase. Agents log into their TBW portal and see their onboarding flow front and center. Progress is tracked, steps are checked off, and your admin team sees where everyone stands in real time.
Set up your account, add your logo and brand colors, and configure your role structure and hierarchy.
Upload your first carrier statement. Map columns once, all future imports from that carrier run automatically.
Set up split schedules, tiers, overrides, and hierarchy structures that match how you actually operate.
Agents, sub-agencies, accounting, and contracting each get the exact visibility their role requires.
No per-seat fees. No client limits. Pay for the infrastructure that runs your business.
For small agencies ready to leave spreadsheets behind and get clean commission visibility.
For growing agencies with complex splits, sub-agencies, and a need for scalable back-office infrastructure.
For MGAs and FMOs managing deep hierarchies across multiple sub-agencies with enterprise requirements.
Join agencies that have already made the switch. Request access and we'll walk you through onboarding, usually less than a day to get your first statement imported.
Invitation-based access · No credit card required to request