Insurance agency payroll & commission software.
From onboarding new producers to paying new-business commission, renewals, and agency overrides, Sequifi gives insurance agencies one platform to hire, pay, and scale their sales teams, without the spreadsheets.
Trusted by 20,000+ reps, managers, and operators
Trusted by 20,000+ reps, managers, and operators across commission-led teams
One system for your people and their pay
Admins run commissions, payroll and HR from one dashboard. Every producer sees their own pay in the app.
Streamline every step of your agency ops Workflow
Move every producer from onboarding to commission payout through one operating flow, with new business, renewals, and chargebacks handled by the same rules.
- 1
Onboard producers fast
Collect agreements, tax forms, and onboarding documents in one place so new producers move from offer to comp-ready without paper chasing.
- 2
Configure commission plans
Set different rates for new business and renewals, by line of business or carrier, plus agency and manager overrides. Configure once and Sequifi calculates every cycle.
- 3
Track policies and earnings
Give producers and managers a live view of written policies, earned commission, and what is still pending, without a separate reporting tool.
- 4
Handle chargebacks cleanly
When a policy cancels or lapses inside the chargeback window, Sequifi applies the recovery by your rules and shows the producer exactly which policy it relates to.
Agency commission has always been this complex
New business and renewal rates, overrides, advances and chargebacks rarely fit in one spreadsheet.
Different rates for new business, renewals and every carrier
A producer can be on one rate for new policies, another for renewals, and different terms by line of business. Applying the right one to every policy by hand is where errors start.
Chargebacks that arrive months after the commission was paid
When a policy cancels inside the chargeback window, the recovery often shows up without the policy it relates to, and the producer disputes it.
Overrides across an agency hierarchy
Owners, managers and team leads each earn on their team's production. Every new producer adds another layer to reconcile.
Captive and independent producers paid different ways
W-2 employees and 1099 producers need different payroll handling, and running both side by side doubles the admin.
Built specifically for insurance teams on the Move
New business and renewal rates, calculated automatically
Pay a different rate on new policies than on renewals, by line of business or carrier, and let Sequifi apply the right rate to every policy each cycle.
Overrides across your agency hierarchy
Pay agency owners, managers, and team leads an override on their team's production alongside each producer's own commission, in the same payroll run.
Chargebacks tied to the original policy
Recover commission on cancelled or lapsed policies by your written rules, with each adjustment linked to the policy and visible to the producer.
Advances against commission
Support advances and draws against future commission, with running balances producers can see at any time.
Captive, independent, and 1099 producers
Run W-2 employees and 1099 independent producers in one platform, each on the right plan and paid the right way.
Statements producers can check
Give every producer a line-by-line statement of what they earned and why, which is the fastest way to reduce commission questions.
Agency commission cycle
LiveIllustrative example · Calculated automatically
Illustrative example.
One platform from hire to paid
Hiring, background checks, onboarding, HR and payroll run in the same system as your insurance commissions, so a new producer goes from applicant to paid without a second tool.
- 1
Hire
- Digital applications and hiring workflows
- Background checks run through Sequifi
- Applicant tracking in one pipeline
- 2
Onboard
- Offer letters, W-4, I-9 and direct deposit, e-signed in SequiDocs
- Pay structure and commission plan flow in when onboarding is done
- 3
Manage
- Every employee’s role, territory and manager in one place
- Role and plan changes flow through to payroll
- 4
Calculate
- Commissions, overrides and clawbacks by rule
- Every rep sees how their pay was built
- 5
Pay
- Payroll for W-2 employees and 1099 contractors
- Same-day or next-day pay
- Automate new business, renewal, and override commission across your agency.
- Run W-2 and 1099 producers in one payroll with commissions flowing straight in.
- Onboard new producers with documents and e-signature in one flow.
- Apply chargebacks on cancelled policies by your rules, with full visibility for the producer.
- Track written and earned commission by producer, team, and location.
- Support advances and draws against future commission.
- Scale your agency back office without adding headcount to match.
Works with your agency stack
Sequifi connects to the CRM your agency already uses so policy and producer data flows in automatically.
HubSpot
CRM
Salesforce
CRM
GoHighLevel
CRM
Real impact for insurance Operators
New business, renewals, and overrides in one run
Every producer's commission, plus every manager's override, is calculated from your rules and paid in the same payroll cycle.
Chargebacks producers can understand
Each recovery links to the policy that cancelled, the rule that applied, and the amount, so the producer sees it before payday.
Producers who can see what they earned
Live earnings and statements cut down the back-and-forth that slows agency operations.
What insurance teams see when they switch
New business and renewal commission calculate automatically by line of business or carrier, with a full trail of who earned what.
Agency and manager overrides pay in the same run as producer commission, without a second spreadsheet.
Chargebacks on cancelled policies link back to the original policy, so producers see the reason before payday.
W-2 and 1099 producers are onboarded and paid in one platform.
Every policy, renewal and override, paid right.
New business and renewal rates, agency overrides, advances and chargebacks. Sequifi runs the comp plan your agency actually uses and moves it straight to payroll.
Questions? We're glad you asked.
Yes. You can set separate new business and renewal rates, by line of business or carrier, and Sequifi applies the right rate to each policy every cycle.
When a policy cancels or lapses inside the chargeback window in your plan, Sequifi applies the recovery to the producer's next commission cycle by your rules, linked to the original policy so the producer can see exactly why.
Yes. Agency owners, managers, and team leads can earn overrides on their team's production, calculated alongside each producer's commission in the same payroll run.
Yes. Sequifi runs W-2 employees and 1099 independent producers in one platform, each paid on the right plan and the right way.
Yes. Producers get a line-by-line view of what they earned, what is pending, and any adjustments, so there is less need to ask the back office.
For agencies that want commissions and payroll in one platform, Sequifi calculates new business, renewal, override, and chargeback rules automatically and pays producers through the same system.
Your team is ready to scale.Is your back office?
Sequifi runs your agency back office, from onboarding producers to paying commission and payroll, so you can focus on writing business.