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Product

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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
Click for sound





2:04











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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Accounting Automation & Revenue Intelligence for Large Brokers

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