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For independent insurance agents

Run your office like a CEO.

See every check coming, what it has to cover, and what's free for owner pay and profit, before the money moves. Built by an agent, for agents who are growing.

Start for $49 a monthSign inSchedule a setup call

Founding Agent price for the first 100 agents; $99 a month after. No free trial. Cancel online anytime.

Your next check, before it lands

The CFO dashboard's next-check card for a sample agency: the whole check, deductions, the deposit, and what is committed against what is free.
Sample agency · illustrative numbers

The whole check is the headline. Deductions come off first, then bills and set-asides, and what's left is what you actually have for owner pay, profit or savings.

  • Every check the forecast covers, on the renewal timing the carrier actually pays on.
  • Committed against free, so a short check is known before it lands, not after.
  • Your actual deposit replaces the estimate the day you enter it.

Where you stand today, against your targets

A sample agency's targets for operating expenses, income tax, owner pay and profit, with today's split beside the optimal one.
Sample agency · illustrative numbers

Set targets for operating expenses, income tax, owner pay and profit. Each check shows today against optimal and the next step toward it. The income tax set-aside is figured on what's left after expenses, not on gross.

The path to more owner pay

A sample agency's path from today's owner pay to the target, one step per check.
Sample agency · illustrative numbers

The dashboard has one number to move: what you pay yourself. Bills and the tax set-aside are checked against the low end of each check's range, so owner pay and profit absorb the swing, never the rent.

What it needs from you

  • Your compensation history, from the approved spreadsheet export. It is read in your browser; only the aggregate totals you confirm are saved. The Data Import Guide shows the format.
  • Your renewal schedule: upload the carrier's renewal graphs or type the next thirteen months.
  • Your bills and your targets. About twenty minutes, once.

If part of your book is moving to a new compensation system, add your states and the plan allows for the swings while checks settle.

No customer or policyholder information. Ever.

AgentPay never asks for or uses customer or policyholder information. It works only from your own aggregate compensation totals, your renewal schedule totals, and the planning values you enter. Your compensation information is private to your account; other agents cannot see it.

Read the Privacy Policy and the FAQ. Your privacy choices

Who it's for

AgentPay is offered only to State Farm independent contractor agents, whichever compensation structure you're on. It is an independent service, not affiliated with, sponsored by, or endorsed by State Farm.

Forecasts are estimates, not guarantees. Compare AgentPay with your official compensation records before making a business decision.

Pricing

$49 a month for the first 100 Founding Agents

$99 a month after those subscriptions are taken. The $49 price stays as long as the subscription is continuously active. No free trial; billing recurs monthly until you cancel online.

More than one office? Each extra office is its own book under your one sign-in, for $25 a month.

Start for $49 a monthSign inSchedule a setup call

Founding Agent price for the first 100 agents; $99 a month after. No free trial. Cancel online anytime.

AgentPay