Case Study

Insurance Broker — Commission Reconciliation

Challenge

Insurer commission statements were difficult to compare with internal policy records. Variance reviews consumed several days each month.

Solution

Automated commission and pay-in reconciliation workflow with rule-based matching and variance flagging.

Approach

Rule library configured against existing insurer partners; onboarded team in one sprint.

Modules

Commission ReconciliationReports

Outcome

Insurer statement reviews are now completed in hours instead of days. Variance items are surfaced for follow-up rather than lost, and the finance team spends materially less time on monthly close. Verified numbers will be published post client consent.