Carrier statements that file themselves
Most agencies still forward statement emails around and download attachments by hand. Connect a statements mailbox instead, and the month-end pile turns into parsed, carrier-matched, reconciliation-ready data.
Three steps, then it's automatic
1. Connect a statements mailbox
Point PolicyBalance at a mailbox you own — most agencies use a dedicated address like [email protected]. The connection uses standard IMAP over TLS, and your credentials are encrypted at rest.
2. Map carrier senders once
Tell PolicyBalance which sender addresses or domains belong to which carrier. From then on, every statement that arrives files itself against the right carrier automatically.
3. Statements parse and reconcile themselves
The inbox is polled every few minutes. PDF, CSV, and Excel attachments become carrier statements, the OCR engine extracts line items, and successfully parsed statements kick off an auto-reconciliation run — before anyone opens an email.
Designed for fiduciary-grade back offices
Your mailbox, your control
PolicyBalance connects to a mailbox your agency owns — nothing is re-routed through us, and you can disconnect at any time. IMAP credentials are stored encrypted.
Polling measured in minutes
New statements are picked up on a short polling cycle around the clock, so month-end statements are parsed and queued before the workday starts.
Nothing sits in an inbox
Every fetched message and attachment is logged, de-duplicated, and visible in the app — with the full audit trail the rest of PolicyBalance keeps.
From inbox to reconciled — without the inbox part
The statement inbox is included in every paid plan alongside statement OCR, deposit-to-policy matching, and the guided reconciliation review. Set it up once and month-end statements stop being anyone's chore.