SimplePin is the direct bill commission reconciliation platform for insurance agencies. Works with AMS360, Sagitta, Applied Epic, and any other agency management system.
See How It Works
1
Load
Statements
2
Normalize
Clean Data
3
Compare
Match AMS
4
Review
Fix Exceptions
5
Post
Close
Statement in. Book closed. Every time.
Statement Extraction:
Every carrier. Every format. Done in under a minute.
Process hundreds of statements, and thousands of commissions in seconds.
Process hundreds of statements, and thousands of commissions in seconds.
Normalization and Preprocessing:
Your AMS data and statement data, speaking the same language.
SimplePin normalizes all applies business rules to increase match rates.
SimplePin normalizes all applies business rules to increase match rates.
Classification and Comparison:
Know exactly what matches and what needs reconciliation. Transactions classified and compared clearly.
AMS Updates:
Exceptions resolved and reconciliation posted. Applied Epic, Vertafore AMS360, Sagitta, or any other system updated automatically. Partial matches, missing transactions, and all other exceptions are auto-posted back to the system. Rules applied.
Receipts and Reconciliations:
From statement to book closed.
Receipts posted or linked to existing cash receipts.
Receipts posted or linked to existing cash receipts.
