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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.


We care about the protection of your data. Read our privacy policy.
Submitted! We look forward to getting in touch!
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HOW IT WORKS

GIVE US YOUR TIRED, YOUR POOR ... STATEMENTS


COMULATE AUTOMATICALLY PARSES CARRIER STATEMENTS, REPLACING DATA-ENTRY,
SPREADSHEET MUNGING, & OFFSHORE FTES


Upload your toughest statements, whether PDFs, scans, or spreadsheets. In
seconds, Comulate will extract all commission rows. No pre-processing or editing
required; just reduce the manual cost of processing revenue by 85%.

BUT OUR DATA QUALITY ISN’T...


AUTOMATED RECONCILIATION FOR WHEN THE POLICY NUMBER IS “TBD”, OR JUST A DIGIT
OFF


No policy number? No problem. Comulate’s reconciliation engine intelligently
links together disparate carrier/AMS data. It gets even better because Comulate
can update your AMS with the correct policy number, improving data quality. Try
it!
X89JR-433
MED
Germane LLC
$492.23
X99OR-133
DENT
Donavan Inc.
$540.54
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


LEAKY BUCKET NO MORE


AUTOMATED REVENUE INTEGRITY SURFACES MISSING AND UNDERPAID CARRIER RECEIVABLES
TO INCREASE REVENUE


Comulate’s built-in and user-customized revenue integrity features ensure no
revenue is left behind. Built-in case management ensures revenue recovery is
tracked, with reportable outcomes.

FP&A IS INVITED TOO


REVENUE INTELLIGENCE THAT AUTOMATICALLY FORECASTS FUTURE REVENUE AND MORE


Comulate’s expected revenue evaluates transaction history, carrier receivable
patterns and broker-estimated revenue to generate revenue forecasts. Interactive
variance dashboards take you from a national book of business to the policies
driving the biggest variances in a few clicks, with lots of slices for effective
dicing.


" BUT WE'RE USING
APPLIED EPIC
DYNAMICS 365
SALESFORCE
BENEFITPOINT
"


AND OUR AMS, CRM, & ERP INTEGRATIONS ARE SMOOTH LIKE BUTTER. PHEW.


Learn more
MORE OF A VISUAL PERSON?


WE'D LOVE TO SHOW YOU HOW IT WORKS


Submitted! We look forward to getting in touch!
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“Comulate has been the most powerful, impactful, and high quality software we’ve
adopted in my 7 years at Cobbs Allen.”
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