Align insurer-issued statements against broker accounting books, detect premium and commission discrepancies instantly, and eliminate 90% of manual reconciliation effort across all carrier relationshi...
Join Waiting listAutomatically retrieves insurer-issued invoice statements from email inboxes, carrier portals, and document repositories in PDF and Excel formats across all carrier relationships
Matches statement line items against broker policy records and client accounting ledgers using policy reference, premium amount, effective date, and endorsement code as matching keys
Compares invoiced premium amounts, commission rates, fee structures, and net payable values against broker booked figures, flagging all discrepancies with amount and percentage
Identifies and categorizes mismatches including short-payments, duplicate charges, missing policy entries, and commission rate errors with automated root cause classification
Produces formatted reconciliation reports showing matched items, identified discrepancies, and outstanding balance positions ready for finance team review and insurer dispute
Links reconciled and approved invoices to payment authorization workflows, accelerating payment release and reducing the broker finance team's month-end closing cycle
Eliminates hours of manual statement comparison and ledger matching across multiple insurer formats and high policy volumes
Ensures consistent, error-free reconciliation of premiums, commissions, and fees against broker accounting books across all carriers
Accelerates invoice review and payment authorization by automating the matching and discrepancy identification workflow steps
End Closing Time - Compresses finance team month-end close cycle by eliminating the invoice reconciliation bottleneck for insurance brokerage accounts
Turn operational complexity into measurable performance gains.
