For Brokers
AI automation built for enterprise brokers
Broker operations run on commissions, reconciliation, and enrollment — all manual, all error-prone. Relay Vault automates the work that keeps your ops team buried in spreadsheets.
The Problem
Broker ops shouldn't run on spreadsheets
Commission calculations are a nightmare
Multi-tier distribution networks, split arrangements, overrides, and retroactive adjustments make manual commission processing error-prone and slow.
Premium reconciliation never ends
Matching carrier statements to your records across dozens of partners requires hours of manual spreadsheet work every month.
Enrollment data is never in sync
Member data flows between carriers, platforms, and your systems — but rarely arrives clean, complete, or on time.
Operational complexity scales faster than headcount
Every new carrier relationship, product line, or distribution partner multiplies the manual work your ops team handles.
What We Automate
Workflows that move the needle for brokers
Commission Management
Automate calculation, validation, and payment workflows across multi-tier distribution networks. Catch discrepancies before checks go out.
Premium Reconciliation
Match carrier statements to your records automatically. Eliminate spreadsheet reconciliation and catch payment errors in real time.
Enrollment Processing
Sync enrollment data across carriers and platforms. Validate member information, flag exceptions, and keep every system current.
Discrepancy Audits
Proactive monitoring across commission splits, premium payments, and enrollment records. Surface issues before they become costly corrections.
Outcomes
What brokers achieve with Relay Vault
Reduction in reconciliation time
Manual commission calculations
Not weeks for monthly close
Visibility across carrier relationships
Built For Enterprise
"Every carrier relationship adds complexity. Relay Vault turns that complexity into automated, auditable workflows."
SOC 2 Type II Certified · HIPAA Compliant · Enterprise-grade security
Ready to automate broker operations?
See how Relay Vault handles commissions, reconciliation, and enrollment in a 30-minute demo.