Automate commission statements from start to finish.

Save time, reduce discrepancies, and gain visibility by automating the capture, processing, and reconciliation of direct bill commission statements. SimplePin integrates directly into your AMS, ensuring up-to-date financial accuracy without the manual effort.

Easy Data Corrections in Your AMS: Match and adjust with flexibility:

Our system extracts commission data from various formats, such as PDFs or spreadsheets, and standardizes it for seamless comparison to AMS records.

Whether it's a PDF, Excel file, or other carrier-generated format, the data is extracted and mapped to match the appropriate AMS fields — setting you up for reliable downstream reconciliation.

Statement Processing and Preprocessing: Clean, compare, and normalize data:

SimplePin gives you full control to review and adjust records directly in your AMS, ensuring alignment between statements and payment records.

You decide when and where to update AMS data, with the ability to manually make corrections on the spot to maintain accuracy and reduce exceptions.

Receipts and Reconciliations: Automatic financial updates

We automatically create receipts and reconciliations linked to your AMS, providing accurate, timely financial updates for every statement.

Each commission statement triggers an automated process that generates receipts and posts reconciliation records — all directly linked to the correct AMS entries for complete visibility.

Benefits Snapshot

Ultimate Time Savings

Reduce GL reconciliation time by over 95%

Flexibility

SimplePin accommodates any carrier and any file type

Transparency

Advanced permissions and logging ensures that the right individuals can push changes and complete steps while creating a trail of key actions

Automate commission statements from start to finish.

Easy Data Corrections in Your AMS: Match and adjust with flexibility:

Statement Processing and Preprocessing: Clean, compare, and normalize data:

Receipts and Reconciliations: Automatic financial updates

Benefits Snapshot

FAQs

Want to eliminate the burden of reconciling direct bill commissions?