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.
