Using AgentPay
Who is AgentPay for?
AgentPay is offered only to State Farm independent contractor agents. It is a subscription software service that helps them understand their own agency compensation, estimate upcoming compensation, compare scenarios, and plan cash flow. It is intended for professional business planning, not consumer insurance, carrier administration, or employee payroll.
AgentPay is an independent service. It is not affiliated with, sponsored by, or endorsed by State Farm.
Which compensation structures does AgentPay support?
AgentPay works for every eligible agent, whichever compensation structure you're on. Import your history with the approved spreadsheet export; the Data Import Guide shows the required format.
Is anything different between compensation structures?
Only a few compensation lines. Some lines appear on one structure and not another. AgentPay reads the lines on your own workbook and forecasts from them.
Compensation data and privacy
Does AgentPay use customer or policyholder information?
No. 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, such as bills and targets. Team sales tracking records only the lead source, product, premium, policy count, and date, never who the customer is.
How does compensation-data privacy work?
Confirmed compensation information is private to the customer's authenticated account. Other customers and agents cannot browse or access it. Access controls limit who can reach private account data.
The structured workbook is read locally in the browser. AgentPay sends only confirmed generic compensation values for persistence; it does not send the raw workbook, filename, worksheet name, or local path.
AgentPay uses service providers as described in the Privacy Policy.
Can Brandon or another insurance agent see my compensation history?
Another customer or insurance agent cannot access your compensation history through AgentPay. Brandon Shepherd does not routinely open customer compensation records or monitor individual compensation during ordinary processing.
Brandon or another specifically authorized support person may access only the information reasonably needed when you ask for help, a processing problem requires secure review, AgentPay must maintain or protect the service, fraud or abuse must be investigated, or law or valid legal process requires access. AgentPay does not promise that a human can never access a compensation record.
What data should not be in the workbook?
Use only your own authorized aggregate compensation export. Do not select a workbook containing customer names, policy numbers, addresses, claims, customer identifiers, employee records, medical information, bank information, payment-card information, passwords, or identity documents.
Forecasts and processing
Can I see a forecast before importing compensation history?
AgentPay may show a preliminary, low-confidence forecast based on the agency information you entered while you have no processed history or while available history is still limited. A preliminary forecast does not claim to use historical trends that have not been confirmed.
The result may change materially once compensation history is available or inputs are corrected.
How does structured import confirmation work?
AgentPay reads and validates the structured workbook in your browser. You review its pay periods and generic categories before confirming the import.
Confirmation is atomic: every reviewed period is saved together, or no period is saved if the batch fails validation.
Are AgentPay forecasts accurate?
Forecasts are estimates, not guarantees. They depend on the confirmed history and inputs available, customer corrections, timing assumptions, supported formats, and calculation rules. Actual compensation may differ. Always compare AgentPay information with official compensation records before making a business decision.
Pricing and cancellation
How does Founding Agent pricing work?
Founding Agent is $49 per month for the first 100 customers whose initial subscription payment succeeds. The standard price after those subscriptions are allocated is $99 per month. There is no free trial, and billing recurs monthly until canceled.
The $49 price remains while that subscription is continuously active. If it is canceled or ends and the customer later returns, the then-current standard price applies.
I have more than one office. How does that work?
Each office is kept as its own book under your one sign-in, with its own compensation history, renewal schedule, bills, targets and forecast. You switch between offices from the top of any page.
Add an office from Account for $25 per month, billed with your subscription. A partial month is charged or credited when you add or remove an office during a billing period.
How do I cancel?
Cancel online through the available subscription-management control. A completed cancellation stops future renewals. Access normally continues through the end of the already-paid billing period. Payments are generally non-refundable after service access or data-import processing begins, subject to the Refund Policy and applicable law.
Still need help?
Email support@agentpayforecast.com with your account email and a short description. Do not attach a compensation workbook, complete card number, password, or unrelated sensitive information to an ordinary email.
Setting up for the first time? You can also schedule a setup call and we'll walk through it together.
