" BUT WE'RE USING
APPLIED EPIC
DYNAMICS 365
SALESFORCE
BENEFITPOINT
"

Native AMS, CRM, + ERP integrations deliver realtime connectivity and true end-to-end automation

Comulate reads and writes to your AMS and ERP, which remain the source of truth for policy and accounting data

WE READ POLICY DATA

Comulate connects to your AMS or CRM, populating itself with always-live policy data for reconciliation and reporting.

Policies
WE WRITE TRANSACTIONS

Comulate writes line-level transactions to your AMS or ERP's ledger.

Comulate posts a suspended statement of reconciled transactions for your team to finalize. Comulate can also be configured to write topside JEs, and serve as the source of truth for line-level transactions.
AND UPDATE POLICY DATA

Comulate improves data quality by updating policies in your AMS or CRM

Policy # X99OR-133 or TBD? This time the carrier statement is correct. Comulate will automatically ask if you'd like to update your AMS with the correct policy number to improve data quality. Try it!
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
TBD
X89JR-485
X23RU-231
GROUP NAME
Donovan Corp.
Germane Partners
Marvin Automotive
Line
Dental
Medical
Vol. Life
STATUS
Reconciled
Unreconciled
Reconciled
Unreconciled
Unreconciled
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We'd love to show you how it works

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