Insurance Brokers, Meet Automated Revenue Management

Comulate transforms your revenue process by automating carrier statement processing, reconciliation, revenue recovery, and forecasting.
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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.

MORE OF A VISUAL PERSON?

We'd love to show you how it works

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