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.
Core reconciliation capabilities
Carrier Statement OCR & Parsing
Upload carrier commission statements in PDF, CSV, or Excel. The parser extracts line items, policy numbers, and amounts. Per-carrier import recipes handle non-standard layouts consistently month over month.
How the carrier statement ocr & parsing worksDeposit-to-Policy Matching
Match bank deposits and statement lines to policies using fuzzy comparison on policy numbers, amounts, and dates. AI-assisted matching (Professional and up) ranks the most likely matches and surfaces exceptions for review.
How the deposit-to-policy matching worksGuided Reconciliation Review
Approve matched transactions, resolve short payments and discrepancies through a guided workflow, and close each period with confidence. Every action is captured in the audit trail.
How the guided reconciliation review worksCommission Tracking
Track commissions per policy and carrier alongside the transaction ledger. Chargebacks posted as negative statement lines are tied back to the original commission so nothing slips through.
How the commission tracking worksTrust-Account Compliance Ledger
Maintain a fiduciary trust-account ledger with real-time balance visibility to support the trust-accounting requirements state insurance regulators expect. Available on Professional and up.
How the trust-account compliance ledger worksPolicy, Client & Carrier Records
Keep policies, clients, and carriers in one place, each linked to its transactions, commissions, and reconciliations — the shared data model the rest of the platform builds on.
Agency-Bill Invoicing
Generate agency-bill invoices and track them against payments and reconciliations, so agency-billed premium is accounted for the same way direct-bill commission is.
Claims & Renewal Tracking
Log claims from first notice of loss through resolution, and move each renewal through a defined workflow — upcoming, in review, quoted, then bound, lost or not renewing — so policies don't lapse between reconciliation cycles and nobody skips a step.
Email Statement Inbox
Connect a dedicated mailbox so carrier statements that arrive by email flow straight into your import queue instead of sitting in someone's inbox.
How the email statement inbox worksImport Wizard & Recipes
Import clients, policies, transactions, and commissions from CSV or Excel with a guided column-mapping wizard. Save reusable recipes for each carrier or AMS export to repeat imports in one step.
Reporting & Export
Run reconciliation, aging, and commission reports on Professional and up. Export any dataset to CSV or Excel on every plan — for your accountant, your AMS, or your own records.
HubSpot & Salesforce CRM Sync
Connect HubSpot or Salesforce and let contacts flow into your client list on a 15-minute schedule, reading only what changed. Read-only in both directions of the word: nothing is written back to your CRM. Available on Professional and up; deals and opportunities import into leads on the Agency plan, and upgrading backfills the ones an earlier plan skipped.
Outbound Webhooks
Subscribe an HTTPS endpoint to policy, client, commission, transaction, import and reconciliation events, and have your own systems react the moment something changes. Included on every paid plan, not held back for Enterprise.
Read-Only API Access
Query policies, clients and commissions programmatically with an X-API-Key credential you issue and revoke yourself. Read-only by design — the API surface is deliberately smaller than the app's. Available on Enterprise.
Audit Log & Access Control
An immutable audit trail records every state-changing action. Invite colleagues by email and assign a role; role-based access control and strict per-agency data isolation keep each agency's data separated and accountable.
Deep dive: how the Statement Inbox turns carrier emails into reconciled commissions.
A closer look at each feature
How each capability fits into the day-to-day work of running an insurance agency.
Carrier Statement OCR & Parsing
Upload carrier commission statements in PDF, CSV, or Excel. The parser extracts line items, policy numbers, and amounts. Per-carrier import recipes handle non-standard layouts consistently month over month.
Deposit-to-Policy Matching
Match bank deposits and statement lines to policies using fuzzy comparison on policy numbers, amounts, and dates. AI-assisted matching (Professional and up) ranks the most likely matches and surfaces exceptions for review.
Guided Reconciliation Review
Approve matched transactions, resolve short payments and discrepancies through a guided workflow, and close each period with confidence. Every action is captured in the audit trail.
Commission Tracking
Track commissions per policy and carrier alongside the transaction ledger. Chargebacks posted as negative statement lines are tied back to the original commission so nothing slips through.
Trust-Account Compliance Ledger
Maintain a fiduciary trust-account ledger with real-time balance visibility to support the trust-accounting requirements state insurance regulators expect. Available on Professional and up.
Policy, Client & Carrier Records
Keep policies, clients, and carriers in one place, each linked to its transactions, commissions, and reconciliations — the shared data model the rest of the platform builds on.
Agency-Bill Invoicing
Generate agency-bill invoices and track them against payments and reconciliations, so agency-billed premium is accounted for the same way direct-bill commission is.
Claims & Renewal Tracking
Log claims from first notice of loss through resolution, and move each renewal through a defined workflow — upcoming, in review, quoted, then bound, lost or not renewing — so policies don't lapse between reconciliation cycles and nobody skips a step.
Email Statement Inbox
Connect a dedicated mailbox so carrier statements that arrive by email flow straight into your import queue instead of sitting in someone's inbox.
Import Wizard & Recipes
Import clients, policies, transactions, and commissions from CSV or Excel with a guided column-mapping wizard. Save reusable recipes for each carrier or AMS export to repeat imports in one step.
Reporting & Export
Run reconciliation, aging, and commission reports on Professional and up. Export any dataset to CSV or Excel on every plan — for your accountant, your AMS, or your own records.
HubSpot & Salesforce CRM Sync
Connect HubSpot or Salesforce and let contacts flow into your client list on a 15-minute schedule, reading only what changed. Read-only in both directions of the word: nothing is written back to your CRM. Available on Professional and up; deals and opportunities import into leads on the Agency plan, and upgrading backfills the ones an earlier plan skipped.
Outbound Webhooks
Subscribe an HTTPS endpoint to policy, client, commission, transaction, import and reconciliation events, and have your own systems react the moment something changes. Included on every paid plan, not held back for Enterprise.
Read-Only API Access
Query policies, clients and commissions programmatically with an X-API-Key credential you issue and revoke yourself. Read-only by design — the API surface is deliberately smaller than the app's. Available on Enterprise.
Audit Log & Access Control
An immutable audit trail records every state-changing action. Invite colleagues by email and assign a role; role-based access control and strict per-agency data isolation keep each agency's data separated and accountable.
Common questions about the platform
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