Pricing
Priced per agency, on the two things that actually drive the work: how big your book is and how many carriers pay you.
Most agencies start here
Reconciliation
The month end you are handing over. We take the statements, reconcile the book, and close the month.
Quoted against your book
- ✓ Every statement read and matched, line by line
- ✓ Carrier and MGA formats mapped by us, including new ones
- ✓ Unmatched lines and short payments chased
- ✓ Producer payouts on what was actually received
- ✓ A login to your own reconciled book
Reconciliation + Book
Everything above, plus your policy book kept current so the reconciliation has something accurate to reconcile against.
Quoted against your book
- ✓ Everything in Reconciliation
- ✓ Policy book synchronised from your agency system
- ✓ Cancellations and endorsements tracked as they happen
- ✓ Expected commission compared against what was paid
- ✓ Renewal and expiry visibility
Enterprise
For agencies with something unusual — multiple entities, an unusual system, or volume that needs its own arrangement.
Quoted against your book
- ✓ Everything in Reconciliation + Book
- ✓ Multiple agencies or entities under one roof
- ✓ Custom carrier work and integrations
- ✓ Direct line to the people who build it
See it first
Before any of this matters, send us one month of your real statements. We will reconcile that month and show you the result — including what did not match and anything the carrier appears to have underpaid.
You will know within one month whether this is worth paying for, using your own book rather than a demonstration account. If it is not, you have still learned something about what your carriers are doing.
Send us a monthQuestions about cost
How is it priced?
Per agency, based on the size of your book and how many carriers you deal with — the two things that actually drive the work. Send us a month of statements and we will quote against what is really there rather than a guess.
What does setup cost?
Mapping carriers we have not seen before is our work, not a line item you are billed for repeatedly. Ask us about the first month specifically; that is where the real effort sits.
Is there a contract?
Ask us. We would rather agree something that fits than publish terms that suit us and negotiate down from them.