How the top 100 brokers automate accounting

Policy
KT DIS
323.89
4,410.40
23.62
3,649.40

For decades, broker accounting teams managed increasing workloads and complexity without end. Until now.

Comulate is the accounting automation platform decisively chosen by today's and tomorrow's top 100, powering turnkey transformation with end-to-end automation across direct bill, cash application, carrier payables, revenue integrity, and beyond.

“Our accounting team raves about it with unique passion”
Jeff Nickles
Chief Innovation Officer
“Best thing since sliced bread”
Lexi Luce
Billing Specialist
“Comulate continually pushes the boundaries of what we imagined possible”
Philip Mortimer
Chief Financial Officer
“Comulate changed our lives”
Chelle George
Senior Accountant

Automation that makes other “automation” feel manual

Decisive choice for

Direct Bill Automation

Reduce 90%+ of manual and error-prone accounting work with purpose-built end-to-end direct bill automation, from cash-to-production

Capture transaction details from 100% of carrier statements – in spreadsheets, PDFs, snail mail, and email, out-of-the-box
Automatically reconcile most transactions to policies in one or more integrated AMS databases, even when policy data differs
Post reconciliations directly to your AMS or ERP’s ledger in one-click
Industry first

Carrier Payables Automation

Reimagine the carrier payables workflow to automate reconciliation, prevent NOCs, auto-route discrepancies, and intelligently manage the timing of disbursements
Automatically flag transactions with statuses based on receivables
Identify billing errors early and automate tracking and resolution of discrepancies
Instantly generates backup

Unparalleled forecasting and variance tracking

“Flying blind” no longer

Revenue Intelligence

Unlock unprecedented visibility and insights to identify missing commissions and optimize carrier strategy
Automated forecasting predicts timing of revenue and surfaces variances in realtime
Capture and make reportable all compensation details provided by carriers (PEPM, Rate, Premium, EEs, ...)
Intelligent, policy-level drill downs guide the recovery of missing and underpaid commissions
Integrations
We're using
Epic
BenefitPoint
AMS360
Dynamics
Salesforce
Comulate’s native AMS and CRM read/write integrations sync policy data in realtime, enable one-click posting, and improve policy data quality
See Integrations

Unleash the power of Comulate

90%
Less manual work
4%
Revenue lift *
35%
Improved production data quality
Case Studies
“In under a month we saw our direct bill revenue processes become 90% faster. We were finally able to move on to more strategic initiatives that had been on the backburner for so long.”
Read the case study
Case Studies
“We went from planning to hire more dedicated people for this role, to significantly reducing the time it was taking our already-stretched-thin team. Comulate changed the equation.”
Read the case study
Press
"The back office hasn’t been the beneficiary of high-quality software that actually delivers—no less on their most complex workflows"
Read in Leader's Edge
Experience the radically exciting future of broker accounting
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