Insurance Brokers, Meet
Revenue Automation & Intelligence

Comulate transforms your revenue process by automating carrier statement processing, reconciliation, revenue recovery, and forecasting
Trusted by leading broker finance teams
Trusted by

Your Future Revenue Process

Comulate reduces cost by automating tedious direct bill workflows and increases revenue by automatically identifying missing commissions

Direct Bill Automation

Comulate automatically extracts and reconciles commissions from carrier statements to policies in your AMS
Comulate parses statements in spreadsheets, PDFs, and scanned mail
Machine learning automates most reconciliation, and collaborative triage streamlines exceptions
Comulate posts draft transactions directly to your AMS or ERP's ledger
X99OR-133
DENT
Donavan Inc.
$540.54
X89JR-433
MED
Germane LLC
$492.23
X89JR-433
MED
Germane LLC
$492.23
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
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

Revenue Integrity

Comulate’s revenue integrity automatically identifies underpayment and missing receivables while tracking revenue recovery
Customizable revenue integrity rules automatically alert cases of missing and underpayment
Comulate captures and makes reportable all compensation details provided by carriers (PEPM, Rate, Premium, EEs, ...)
Realtime forecasts and variance tracking, with powerful drill downs

Revenue Intelligence

Comulate’s Revenue Graph provides unprecedented visibility and instant answers to decades-old business-critical questions
Realtime revenue forecasts generated on a policy-level
Cohort analysis to find drivers of retention and churn
Scenario modeling

"We went from planning to hire more dedicated direct bill analysts to significantly reducing the time it was taking our already-stretched-thin team. Comulate changed the equation."

Kamini Patel
Director of Business Operations & Data Management

"By our second month with Comulate, manual work had already decreased 90%+, and the team was uncovering new revenue insights."

Philip Mortimer
Chief Financial Officer, Heffernan Insurance Brokers

“In under a month we saw our direct bill revenue processes become 90% faster. We were finally able to move on to more strategic initiatives that had been on the backburner for so long.”

Cindy McAllister
Controller,  Houchens Insurance Group

"We went from planning to hire more dedicated direct bill analysts to significantly reducing the time it was taking our already-stretched-thin team. Comulate changed the equation."

Kamini Patel
Director of Business Operations & Data Management
Results in the first week

Unleash the power of Comulate

90%
Less manual work
4%
Revenue lift *
35%
Improved policy data quality
Integrations
But we're using
Epic
BenefitPoint
AMS360
Dynamics
Salesforce
Comulate’s native AMS and CRM read/write integrations sync policy data in realtime, enable one-click posting, and improve policy data quality

Top broker finance & accounting teams are powered by Comulate

Schedule a product demo to see why
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