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INSURANCE BROKERS, MEET
‍REVENUE AUTOMATION & INTELLIGENCE


Comulate transforms your revenue process by automating carrier statement
processing, reconciliation, revenue recovery, and forecasting
Click for sound





2:04































Trusted by leading broker finance teams

Trusted by



YOUR FUTURE REVENUE PROCESS


Comulate reduces cost by automating tedious direct bill workflows and increases
revenue by automatically identifying missing commissions


DIRECT BILL AUTOMATION


Comulate automatically extracts and reconciles commissions from carrier
statements to policies in your AMS
Comulate parses statements in spreadsheets, PDFs, and scanned mail
Machine learning automates most reconciliation, and collaborative triage
streamlines exceptions
Comulate posts draft transactions directly to your AMS or ERP's ledger
X99OR-133
DENT
Donavan Inc.
$540.54
X89JR-433
MED
Germane LLC
$492.23
X89JR-433
MED
Germane LLC
$492.23

POLICY #
X99OR-133
X99OR-133
X99OR-133
TBD
X89JR-485
X23RU-231
GROUP NAME
Donovan Corp.
Germane Partners
Marvin Automotive
Line
Dental
Medical
Vol. Life
STATUS
Reconciled
Unreconciled
Reconciled
Unreconciled
Unreconciled
POLICY #
X99OR-133
X99OR-133
X99OR-133
TBD
X89JR-485
X23RU-231
GROUP NAME
Donovan Corp.
Germane Partners
Marvin Automotive
Line
Dental
Medical
Vol. Life
STATUS
Reconciled
Unreconciled
Reconciled
Unreconciled
Unreconciled


REVENUE INTEGRITY


Comulate’s revenue integrity automatically identifies underpayment and missing
receivables while tracking revenue recovery
Customizable revenue integrity rules automatically alert cases of missing and
underpayment
Comulate captures and makes reportable all compensation details provided by
carriers (PEPM, Rate, Premium, EEs, ...)
Realtime forecasts and variance tracking, with powerful drill downs



REVENUE INTELLIGENCE


Comulate’s Revenue Graph provides unprecedented visibility and instant answers
to decades-old business-critical questions
Realtime revenue forecasts generated on a policy-level
Cohort analysis to find drivers of retention and churn
Scenario modeling





"WE WENT FROM PLANNING TO HIRE MORE DEDICATED DIRECT BILL ANALYSTS TO
SIGNIFICANTLY REDUCING THE TIME IT WAS TAKING OUR ALREADY-STRETCHED-THIN TEAM.
COMULATE CHANGED THE EQUATION."


Kamini Patel
Director of Business Operations & Data Management


Read the case study



"BY OUR SECOND MONTH WITH COMULATE, MANUAL WORK HAD ALREADY DECREASED 90%+, AND
THE TEAM WAS UNCOVERING NEW REVENUE INSIGHTS."


Philip Mortimer
Chief Financial Officer, Heffernan Insurance Brokers


Read the release



“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.”


Cindy McAllister
Controller,  Houchens Insurance Group


Read the case study

Slide 2 of 3.





"WE WENT FROM PLANNING TO HIRE MORE DEDICATED DIRECT BILL ANALYSTS TO
SIGNIFICANTLY REDUCING THE TIME IT WAS TAKING OUR ALREADY-STRETCHED-THIN TEAM.
COMULATE CHANGED THE EQUATION."


Kamini Patel
Director of Business Operations & Data Management


Read the case study

Results in the first week


UNLEASH THE POWER OF COMULATE


90%
Less manual work
4%
Revenue lift *
35%
Improved policy data quality
Integrations

But we're using
Applied Epic

BenefitPoint

AMS360

Dynamics 365

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




TOP BROKER FINANCE & ACCOUNTING TEAMS ARE POWERED BY COMULATE


Schedule a product demo to see why
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Revenue Automation & Intelligence Built for Brokers

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