The Whole Picture
Six steps. One screen.
Six steps. No consultant. Most agencies are reconciling within an hour of signing up. Here's exactly what to expect.
Check the lines of business your agency writes. Bob uses this to set up your carrier list, commission structures, and reconciliation rules from day one. Health agencies look very different from P&C agencies - this lets Bob configure correctly.
Pick the system where your client and policy data lives. Bob meets you where you are. If you have a sophisticated CRM, great. If your book is in a spreadsheet, also great. Bob connects to both with the same care.
Connect each enrollment platform you use. Map each one to a line of business. Bob handles the import and the ongoing sync - you don't have to remember to download anything ever again.
Upload commission statements from each carrier you work with. Bob reads them, identifies which carrier they're from, and learns your commission structures automatically - flat rate, percentage of premium, per-member, new vs. renewal differentials, all of it.
Pick how independently Bob operates - Low, Medium, or High - and turn auto-retrieval on. From this moment forward, Bob is a 24/7 member of your team, retrieving statements, reconciling records, and investigating discrepancies through three retrieval tiers.
Connect your business bank account through Plaid to add the fourth reconciliation layer. Bob matches actual deposits against expected commissions, catching the rare case where a carrier statement says one thing and the deposit says another.
Bob is now retrieving statements, cross-checking layers, and investigating discrepancies on your behalf. You'll see your first action queue items within 24 hours.