DisburseCloud
Outbound disbursements

Commission disbursements agents can count on.

New business, renewal, and contingent commissions run on their own schedules. DisburseCloud automates the full commission payment cycle — split disbursements to general agents and sub-producers, 1099 reporting, and ACH or check — driven by your commission schedule.

New Business Commissions

First-year commissions paid to writing agent and general agent on policy effective date. Split percentages configured per commission schedule — no manual calculation required.

Renewal Commissions

Persistency and renewal commissions paid on anniversary dates. DisburseCloud reads your commission schedule and initiates payments when policy renews, handling mid-term agent-of-record changes.

Override & Volume Bonus

GA override and volume bonus payments calculated against production thresholds and paid on your cycle — monthly, quarterly, or annually — with full breakdown by policy and line.

Contingent Commissions

Annual profit-sharing and contingent commission settlements involve multiple producers and GAs. DisburseCloud handles the split disbursement and year-end 1099 in one workflow.

GA + producer split payments

One commission instruction splits between general agent and sub-producer at configured percentages. Both receive payment and remittance simultaneously.

ACH, check, and EFT

ACH direct deposit for enrolled producers. Check for non-enrolled. EFT for high-volume GAs who prefer wire-equivalent settlement.

Commission schedule import

Upload commission schedules via CSV or API. Rate tables, payment cycles, and split percentages maintained per carrier agreement.

1099-MISC year-end reporting

All commission payments tracked for IRS 1099-MISC. TIN validation run against IRS TIN Matching. Year-end export in EFW2 format.

Producer payment portal

Producers log in to view payment history, download remittance reports, and update banking details. Reduces inbound commission inquiries.

EIN / TIN validation

Producer and GA EINs validated before enrollment. OFAC screening at onboarding and annually. Invalid TINs flagged before 1099 filing.

Hold & release controls

Hold commission payments pending E&O certificate renewal or licensing verification. Release individual or batch payments from a single admin screen.

Per-cycle reconciliation

Reconciliation export per payment cycle with policy number, written premium, commission rate, split percentage, and payment amount per payee.