Insurance reconciliation features built for agencies
Every feature exists to solve a specific problem agencies hit when reconciling premiums, commissions, and trust accounts. None of them exist because they're trendy.
Smart Deposit Matching
Automatically match bank deposits to carrier statements using AI-powered pattern recognition. Reduce manual matching by 80% or more with intelligent fuzzy matching on policy numbers, amounts, and dates.
Carrier Statement OCR
Upload PDF or scanned carrier commission statements. Our OCR engine extracts line items, policy numbers, and amounts automatically. Supports custom parse rules per carrier for consistent imports.
Commission Management
Track producer commission splits, rate schedules, and override levels. Automate payout calculations with full audit trails. Manage producer performance, goals, and licensing all in one place.
Trust Account Compliance
Stay compliant with state trust account regulations. Real-time balance monitoring, surplus lines tax calculations, and OFAC screening ensure accurate fiduciary accounting.
Claims and Renewals
Track claims from FNOL through resolution with a complete timeline. Manage renewals with a visual Kanban board, automated reminders, and retention scoring to prevent churn.
Exception Management
Quickly identify and resolve discrepancies. Dashboard highlights unmatched transactions, short payments, and chargebacks. Coverage gap analysis proactively flags missing or expiring coverage.
Client Portal
Give clients self-service access to their policies, documents, and claims status. Embeddable quote widgets for your website generate leads directly into your pipeline.
AI-Powered Insights
Built-in AI assistant answers questions about your book of business. Automated policy analysis, cross-sell recommendations, churn prediction, and revenue forecasting help you grow smarter.
Document Management
Store, organize, and search documents across policies and clients. Generate COIs, ACORD forms, and custom templates with variable substitution. E-signature integration for seamless workflows.
Automation and Workflows
Automate repetitive tasks with configurable workflows and notification rules. Scheduled reports, email campaigns, task management, and diary reminders keep your team on track.
Compliance and Audit
Full audit trail on every action. CCPA/DSAR privacy compliance, producer license tracking, E&O incident logging, surplus lines filings, and 1099 tax form generation built in.
Reporting and Analytics
Carrier reconciliation, premium aging, commission summary, trust account, and custom reports. Exportable dashboards with KPI alerts, revenue forecasts, and producer performance metrics.
A closer look at each feature
How each capability fits into the day-to-day work of running an insurance agency.
Smart Deposit Matching
Automatically match bank deposits to carrier statements using AI-powered pattern recognition. Reduce manual matching by 80% or more with intelligent fuzzy matching on policy numbers, amounts, and dates.
Carrier Statement OCR
Upload PDF or scanned carrier commission statements. Our OCR engine extracts line items, policy numbers, and amounts automatically. Supports custom parse rules per carrier for consistent imports.
Commission Management
Track producer commission splits, rate schedules, and override levels. Automate payout calculations with full audit trails. Manage producer performance, goals, and licensing all in one place.
Trust Account Compliance
Stay compliant with state trust account regulations. Real-time balance monitoring, surplus lines tax calculations, and OFAC screening ensure accurate fiduciary accounting.
Claims and Renewals
Track claims from FNOL through resolution with a complete timeline. Manage renewals with a visual Kanban board, automated reminders, and retention scoring to prevent churn.
Exception Management
Quickly identify and resolve discrepancies. Dashboard highlights unmatched transactions, short payments, and chargebacks. Coverage gap analysis proactively flags missing or expiring coverage.
Client Portal
Give clients self-service access to their policies, documents, and claims status. Embeddable quote widgets for your website generate leads directly into your pipeline.
AI-Powered Insights
Built-in AI assistant answers questions about your book of business. Automated policy analysis, cross-sell recommendations, churn prediction, and revenue forecasting help you grow smarter.
Document Management
Store, organize, and search documents across policies and clients. Generate COIs, ACORD forms, and custom templates with variable substitution. E-signature integration for seamless workflows.
Automation and Workflows
Automate repetitive tasks with configurable workflows and notification rules. Scheduled reports, email campaigns, task management, and diary reminders keep your team on track.
Compliance and Audit
Full audit trail on every action. CCPA/DSAR privacy compliance, producer license tracking, E&O incident logging, surplus lines filings, and 1099 tax form generation built in.
Reporting and Analytics
Carrier reconciliation, premium aging, commission summary, trust account, and custom reports. Exportable dashboards with KPI alerts, revenue forecasts, and producer performance metrics.
Common questions about the platform
Ready to stop drowning in spreadsheets?
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