For Brokers
We transform commission, reconciliation, and enterprise benefits enrollment — medical, dental, vision, disability, hospital, worksite, and voluntary plans — inside Vertafore, AMS360, and Applied Epic. Layer-first on your AMS. SOC 2 Type II certified, HIPAA compliant, and BAA-ready.
The Problem
Hiring through it stops working. AI transformation is the only path that compounds.
Multi-tier distribution, split arrangements, overrides, and retroactive adjustments are reconstructed by a person every cycle. The errors do not show up until a producer escalates.
Carrier statements, AMS records, census files, and finance ledgers disagree every month — and every open enrollment. The ops team spends days matching dollars and members before anyone can close the books.
Member data flows between carriers, benefits platforms, and your AMS — but rarely arrives clean, complete, or on time. The downstream effect is denied claims and angry HR teams.
Every new carrier appointment, product line, or distribution partner multiplies the manual work. Hiring through it stops working past a certain book size.
Where We Transform
Multi-tier distribution calculation, splits, overrides, retroactive adjustments — automated, validated, and logged for every producer. Errors caught before checks go out.
Carrier statements, AMS records, and finance ledgers reconciled automatically. Close the books in hours, not weeks. Audit trail per dollar.
Medical, dental, vision, disability, hospital, worksite, and voluntary eligibility, member data sync, and benefits coordination across carriers and platforms. Validate, flag discrepancies, and route exceptions before they hit a claim.
Onboarding, appointments, licensing checks, and book-of-business reporting — rebuilt as AI workflows that producers actually want to use.
Outcomes
Not weeks for monthly close
Manual commission spreadsheet rebuilds
Visibility across carrier appointments
From audit to production deployment
Built For Enterprise
"Every carrier appointment, product line, and distribution partner adds complexity. We turn that complexity into automated, auditable workflows your producers and carriers both trust."
SOC 2 Type II · HIPAA · BAAs with major model providers
Two weeks. One commission, reconciliation, or enrollment workflow. A scoped architecture for what AI transformation looks like inside your AMS.