WELCOME TO CORPORATE FAQ
Here Is The Most Frequently Asked Questions.
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We can connect with your HR systems if you would like an automated approach. However, most clients send changes directly to our team (for example, when adding new hires or adjusting commission rates) and we’ll handle the updates for you.
There are two standard reports. The Employee File is a detailed list of producers, their status, and related profile information. The Rates File is a record of commission rates and programs. Both are simple, easy-to-read reports that reflect the latest approved data.
All producer data is available directly in our client portal, giving your team a single place to view the most current information, including past data with effective dated tracking for changes over time.
Minimal. We handle the data mapping, formatting, and validation steps. During onboarding, we’ll help assess the quality of your existing data and determine the best way to connect your systems for reliable ongoing reconciliation.
Yes — we deliver detailed underpayment and overpayment reports by carrier, showing where your agency may be missing revenue or where overages need to be corrected. These reports can also be aggregated for executive review or exported to your internal financial systems.
Each issue is clearly flagged in the reconciliation results, with context showing which system or carrier file caused the mismatch. You’ll receive a dispute file that can be sent directly to carriers to resolve issues, along with guidance on how to track resolution.
We can work with policy listings, commission statements, CRM exports, and carrier reports—virtually any dataset your agency relies on to track business. Our goal is to ensure every expected policy and payment aligns across systems.
Most agencies choose a monthly reconciliation cycle to align with carrier payment schedules. However, we can set up weekly or quarterly processes depending on your agency’s volume and internal workflows.
We handle setup end-to-end. That includes integrating your data sources, cleaning and modeling the data, and configuring your dashboards. We’ll work side by side with your team to ensure everything runs smoothly and fits your reporting needs from day one.
That depends on your setup — most clients receive daily or near real-time updates. Our integrations are designed to refresh automatically so you always have the most accurate picture of your pipeline and marketing results.
Absolutely. You can track how quickly leads are contacted, how they convert by agent or team, and where follow-up efforts might need attention. It’s an easy way to recognize top performers and strengthen accountability across your agency.
You’ll be able to see where your leads come from, which channels drive the most qualified opportunities, how long it takes to convert them, and the ROI of each marketing effort. The dashboard makes it easy to spot trends, compare campaigns, and identify what’s really driving growth.
No — we work with the systems you already use. Our team connects directly to your existing data sources and standardizes everything behind the scenes. You’ll keep your current tools, but gain a much clearer picture of how they perform.
We can integrate data from lead vendors, marketing platforms, your CRM, E2E Unified Book of Business, carrier reports, and manual files. Whether your leads come from digital campaigns, referrals, or enrollment feeds, we’ll bring it all together into a single, consistent dataset.
Absolutely. All data is encrypted, meeting industry-standard security protocols.
We already integrate with most major payors and will scope custom integrations, if needed, during onboarding.
Though we do deliver exceptional reporting, Unified Book of Business is an infrastructure solution that lays the foundation for all of your future reporting, analytics, and automation.
We work side by side with you every step of the way. From setup through each monthly processing cycle, we coordinate with your operations, finance, and sales teams to ensure everything runs smoothly. Our goal is to become an extension of your team — making sure every cycle closes on time and without surprises.
Absolutely! Whether you’re adding new carriers, expanding your product lineup, or changing your incentive programs, our services scale right along with you. We make sure your compensation process stays smooth and reliable — no matter how much your business evolves.
Accuracy is our top priority. Our team reviews and verifies carrier files, runs reconciliation checks, and confirms every payment before it’s released. We also provide transparent reporting, so you can see exactly how each commission or incentive was calculated.
Yes. We specialize in helping agencies that work with multiple carriers, products, and platforms. We gather and organize all your commission data into one clear, consistent view — so you can easily track performance across your entire book of business without the manual work.
We handle the full process for you — from collecting and reconciling carrier data to preparing and distributing commission payments. Our team manages every detail so your agents get paid accurately and on time, and your leadership team always has clear, up-to-date reporting on performance and payouts.
