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InsurCore

Intelligent Financial Reconciliation & Commission Processing

Solution Overview: 
Financial reconciliation represents one of the most complex and error-prone processes in insurance agencies. Our robotic process automation (RPA) solution transforms commission processing, direct bill reconciliation, and financial reporting into accurate, efficient workflows.

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Process Optimization:

Automated Statement Processing and Extraction

  • Carrier commission statement downloads
  • Bank statement processing
  • Premium finance company statements
  • Electronic payment reconciliation

    • Intelligent Data Matching and Validation

  • Commission to policy matching
  • Rate and premium verification
  • Payment allocation accuracy
  • Variance identification and flagging

    • Exception Identification and Routing

  • Discrepancy detection and alerting
  • Manual review workflow routing
  • Approval process automation
  • Escalation management

    • Business Impact:

    Business Impact

  • Accuracy Improvement: 99%+ accuracy in reconciliation processes
  • Time Reduction: 70% decrease in processing time
  • Compliance: Automated audit trail and documentation
  • Cash Flow: Faster identification and resolution of discrepancies

    • Integration Capabilities:

  • QuickBooks and Accounting Systems
  • Bank and Financial Institution APIs
  • Carrier Commission Portals
  • Premium Finance Company Systems
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