Platform
One job. Done completely.
Four screens your team will actually use. We’ll show you the rest live.
StatementCarrierRows
march_commissions.xlsxMeridian142
EVG_STMT_0326.pdfEverglade88
scan_atlantic_03.pdfAtlantic64
Four carriers, four formats, one drop
Statements in
Spreadsheets, PDFs, scans. Mapped once, recognized every month.
$4,812Recoverable
23Exceptions
$1,140Recovered
ExceptionCarrierAmountStatus
Silent lapseMeridian$212.50Open
Members droppedMeridian$148.00Disputed
Every gap classified and priced
Gaps out
Seven kinds of missing money, each with an amount and a next step.
Policy / memberEffectiveExpectedPaid
MRD-49118 · Pérez01/01$296.00$148.00
Luis01/01$74.00$74.00
Carmen01/01$74.00$74.00
Mateo01/01$74.00
A family is not one line
Members, not just policies
A dropped dependent shows up the month it happens.
AgentPoliciesLapseRecovered
M. Reyes3126.1%$1,420
D. Alvarez2488.4%$980
K. Baptiste19719.7%$2,110
Who writes business that stays
Agents and sources
Production, lapse rate and recovered money, by person and by partner.
Health today. Life and P&C next.
Each line of business pays differently. We reconcile each on its own terms.
See it on your statement