“Nothing else like this – it has completely revolutionized commissions for us”
Candre C.
Automate Your Commissions Accounting Tasks with Speed and Accuracy
A commissions accounting workflow
software for insurance and
financial services
Customize Your Commissions Accounting Process
Manual Processes are Loaded with Landmines
From complex carrier statements to complicated compensation setups, commissions management clogs your pipeline and practically encourages miscalculations.
Save Time and Money
Adding Rivue to your agency’s workflow will save time and money by taking labor out of commissions accounting and free your staff to pursue more profitable tasks.
Ensure Accurate Forecasting
By automating the commissions management process and tailoring it to your company’s schedule and structure, you’ll have the ability to accurately forecast commissions.
Retain Your Best Agents
Keeping top producers means paying them accurately and on-time. By automating reconciliation reports and verifying deposits from incoming carriers, inconsistency is ironed out before problems can occur.
Available Features
Process Carrier Statements in Minutes
Batch Reconcile Deposits for Accuracy
Automate Agent Payout Calculation
Set Customizable and Complex Commissions Schedules
Easily Generate Statements and Reports
After creating a number of commission payout applications, it became obvious that the need for an affordable solution that could address all of the challenges associated with the accounting workflow was needed within the industry. As result, we decided to build Rivue, a software platform designed to help agencies automate their accounting workflow; including and beyond their commission payouts.
Use any or all of the modules to best fit your Agency’s needs!
Statement Processing (Payors)
Drag-and-Drop your payor (carrier) statements into the Rivue platform for immediate processing. Once your statements are processed, download an Excel version of your statement along with your revenue reports including a First Year / Renewal statement report. Rivue also supports the ability to process manual entries or the direct upload of a formatted statement.
Deposit Reconciliation
Payout Calculation
Whether you are paying fixed salary or tiered rate payout, select from a list of payout schedules or let us create your own customized schedule for your direct Payees. Once configured, let Rivue automatically calculate your payouts including chargebacks, advances, and override payouts.
Advisor Statements
Upload your Payee (Advisor, Sales, etc.) payout data to the Rivue platform and create your own customized statements. Let Rivue track ongoing payouts and balances across payout periods while also providing a secure portal for your payees to access their statements. Single-Sign-on capability allows for the Rivue portal to be accessed directly from your agency website.
5520 Research Park Dr, Catonsville, MD 21228 | Phone: 443.543.5070
