• Commission Statement Automation – 200+ carriers & document formats supported, automatic real-time updates to AMS/ERP GL
• Revenue Recovery – track all identified carrier & broker receivables, drill-downs to track unidentified revenue, automated recovery process for select carriers
• Revenue Intelligence – real-time revenue forecasts with drill-downs, contextualized insights to detect & predict churn
• Automated Statement Processing
• 100%+ Seamless Integrations
• 24/7 Revenue Assistant

Commission statement reconciliation and revenue intelligence

Eventual Treasury helps agents and brokers by automating the tedious and error-prone process of managing carrier statements. Using advanced AI, it extracts, standardizes, and uploads data from over 200 carriers directly into Agency Management Systems (AMS). This eliminates manual data entry, reduces processing times, and ensures accuracy. The platform also identifies discrepancies such as commission shortfalls or underpayments and provides actionable insights to recover lost revenue. With real-time revenue forecasts and churn analysis, brokers can make informed decisions to retain clients and grow their business efficiently.

Applied Systems (Epic, EZLynx), Vertafore (AMS360, BenefitPoint, QQCatalyst, Sagitta), Jetfile

Eventual Treasury employs advanced artificial intelligence to automate the extraction of data from carrier statements, supporting over 200 carriers and various document formats, and seamlessly updates Agency Management Systems (AMS) in real time without manual intervention. Its AI capabilities also detect commission discrepancies and underpayments, facilitating efficient revenue recovery, while providing contextualized insights and real-time revenue forecasts to help brokers identify potential client churn and devise strategies for business growth.

CIAB, Applied Systems, Vertafore

SOC2 Compliance