Comulate Integrations

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

Post to Epic

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

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

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

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

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

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

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

We'd love to show you how it works