Track, Calculate
& Pay Agent
Commissions.
Automate multi-tier commission tracking, generate payouts with one click, and stay Form 1099 compliant. Built for insurance agencies and their distribution networks.
Features
Everything you need to manage commissions
From CSV import to automated payouts and tax compliance, PayLink360 handles the entire commission lifecycle for your agency.
Commission Tracking
Import commissions from any carrier via CSV. Automatically calculate agent payouts based on flexible rate structures with product and state-level granularity.
Multi-Tier Agent Hierarchy
Support unlimited agencies, sub-agencies, and agents. Commission splits flow automatically through your entire distribution network.
Automated Payouts
Generate payouts with one click. The system handles balance adjustments, debt clearing, advance repayment, and PDF commission statements automatically.
Form 1099 Compliance
Automatic IRS Form 1099 tracking with year-to-date cumulative totals. Chargebacks, advances, and debt are handled correctly for tax reporting.
Flexible Rate Structures
Create rate groups by product, state, and even age bands. Assign different commission structures to different agents or sub-agencies.
Carrier Agnostic
Works with any insurance carrier. Currently integrated with UHome, GoldenRule, and more. Custom import templates make adding new carriers effortless.
How It Works
From carrier CSV to agent payout in minutes
PayLink360 automates the entire commission workflow so you can focus on growing your agency.
Import Commissions
Upload CSV files from any carrier. Create reusable import templates that map carrier columns to PayLink360 fields automatically.
Auto-Calculate
Commissions are calculated based on your configured rate structures. Multi-tier splits flow through agencies, sub-agencies, and agents.
Generate Payouts
Generate payouts with one click. The system handles balance adjustments, debt clearing, and produces PDF commission statements for every agent.
Stay Compliant
Form 1099 data is tracked automatically throughout the year. Chargebacks, advances, and adjustments are handled correctly for IRS reporting.
Portals
A portal for every role in your network
Agencies, sub-agencies, and individual agents each get their own dedicated portal with role-appropriate access.
Agency Admin
Full control over your commission ecosystem. Manage carriers, products, rate groups, agents, and payouts from a single dashboard.
- •Commission import & rate management
- •One-click payout generation
- •Form 1099 reporting
- •Agent & sub-agency management
- •PDF commission statements
- •Analytics & reporting
Sub-Agency Portal
Sub-agencies manage their own agents and track their network's performance with a dedicated management view.
- •Manage assigned agents
- •Track override commissions
- •View sub-agency balance
- •Download payout reports
Agent Portal
Individual agents see their commissions, policies, and payout history in real-time through a clean self-service portal.
- •Real-time commission balance
- •Transaction history
- •Download commission statements
- •View payout history
FAQ
Frequently asked questions
PayLink360 is carrier-agnostic. It currently integrates with UHome, GoldenRule, and other insurance carriers. You can add any carrier and configure custom import templates to match their commission CSV format.
PayLink360 supports a three-level hierarchy: Agency, Sub-Agency, and Agent. When a policy is sold, commissions are automatically split between all tiers based on your configured rates. Each level has its own portal to track earnings and payouts.
Chargebacks automatically create negative transactions that reduce an agent's balance. Commission advances are tracked as debt that is automatically repaid from future earnings before payouts are generated. The system handles all balance adjustments transparently.
Yes. PayLink360 automatically tracks Form 1099 data throughout the year. Only actual money paid out is reported - chargebacks, advances, and debt adjustments are handled correctly. Year-end 1099 generation is built in.
Absolutely. Agents have their own portal where they can view real-time commission balances, transaction history, payout records, and download PDF commission statements. Sub-agencies also have a dedicated portal.
Upload a CSV file from your carrier and map the columns to PayLink360 fields using reusable import templates. The system validates the data, calculates commissions based on your configured rates, and updates agent balances instantly.
Ready to automate your commissions?
Schedule a free demo and see how PayLink360 can streamline payouts for your entire agent network.