Insurance Commission Reconciliation demo
Each carrier statement read in any format, matched to what should have been paid, and each shortfall chased with evidence. 1:15
What the demo shows
A reconciliation solution for agencies that matches carrier statements to expected commission.
Six agents read every carrier statement the day it arrives, draw each line to the policy it pays, work out what the commission schedule says it should have paid and explain every gap with its evidence; a running total shows what is left on the table by carrier, and one click drafts the dispute letter quoting the schedule clause for the controller to sign.
Transcript
- Insurance Commission Reconciliation matches every carrier statement to the commission your agency is owed.
- Statements arrive in every format, and short payments hide in plain sight.
- Thirteen September statements are matched.
- Granite Shores statement arrives last.
- Every statement line is drawn to the policy it pays in the agency system.
- Twenty-three renewals were paid at twelve and a half percent.
- The schedule says 15.
- 4 July policies are missing, and a cancellation was charged back in full.
- Money left on the table reaches $48,210.
- One-click drafts the dispute letter, quoting the schedule clause and every line.
- The controller signs, and every dollar is tracked until the carrier pays.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.