Comulate

What is Comulate?

Comulate is a purpose-built accounting automation and revenue intelligence platform for large insurance brokers, providing end-to-end automation across direct bill, cash application, carrier payables, and revenue integrity.

Feature areas include:

Direct Bill Automation

Capture transaction details from 100% of carrier statements – in spreadsheets, PDFs, snail mail, and email, out-of-the-box
Automatically reconcile most transactions to policies in one or more integrated AMS databases, even when policy data differs
Post reconciliations directly to your AMS or ERP’s ledger in one-click

Carrier Payables Automation

Automatically flag transactions with statuses based on receivables
Identify billing errors early and automate tracking and resolution of discrepancies
Instantly generates backup

Revenue Intelligence

Automated forecasting predicts timing of revenue and surfaces variances in realtime
Capture and make reportable all compensation details provided by carriers (PEPM, Rate, Premium, EEs, ...)
Intelligent, policy-level drill downs guide the recovery of missing and underpaid commissions

Comulate’s native AMS and CRM read/write integrations sync policy data in realtime, enable one-click posting, and improve policy data quality.