VISIBILITY
Always know what you're owed
A live view of every carrier relationship — what's expected, what arrived, and where the gaps are. No more waiting until year-end to find out what slipped through.
RECONCILIATION
Automatically catch every discrepancy
We compare every carrier payment against your AMS policy data and flag every short-pay, underpayment, and missed commission — before the dispute window closes.
PRODUCER PAYOUTS
Splits calculated, exports ready
Producer commissions calculated automatically based on your split agreements, with clean payout exports pushed directly to QuickBooks or Xero. No manual math, no spreadsheet errors.
THE COST OF WAITING
Every month you wait is revenue you won't get back
The window to dispute carrier underpayments closes fast. Most agencies never reopen it.
how it works
From setup to first report
FAQ
What agencies usually ask us first
Have more questions? We're happy to walk you through everything on a call.
Which agency management systems do you integrate with?
We currently integrate with HawkSoft, EZLynx, QQCatalyst, Applied Epic, AMS360, and NowCerts. If your AMS isn't on the list, reach out — we're adding integrations regularly.
What carrier statement formats do you support?
Any format — PDF, Excel, or CSV.Our parser is built to handle the inconsistency of carrier statements and adapts when formats change.
How long does setup take?
Setup involves connecting your AMS and configuring your carrier statement ingestion. Our team handles the heavy lifting — most agencies are fully onboarded within a few weeks.
What happens when a discrepancy is found?
You'll see every flagged discrepancy in your reconciliation report with full drill-down detail — policy level, carrier, payment date, and the gap amount — so you have everything you need to dispute it.
Is this a software subscription or a managed service?
It's a managed service. We don't hand you a tool and walk away — our team is involved in your onboarding, ongoing statement ingestion, and reconciliation process.