Supercharge Your RevOps with Eventual Treasury

We’re excited to announce that Eventual Treasury has joined Catalyit as a Premium Solution Provider. This cutting-edge platform automates carrier statement processing, eliminating manual data entry, catching missing commissions, and providing real-time revenue insights for insurance agencies.

What is Eventual Treasury?

Managing carrier statements has long been one of the most tedious and error-prone tasks for insurance agencies. Eventual Treasury eliminates this headache by using AI to automate the entire process. Instead of manually sifting through carrier statements, reconciling commissions, and entering data into your Agency Management System (AMS), Eventual Treasury does it all for you—quickly and accurately.

The platform extracts, standardizes, and uploads carrier statement data from over 200 carriers directly into leading AMS platforms, including Applied Systems (Epic, EZLynx), Vertafore (AMS360, BenefitPoint, QQCatalyst, Sagitta), and Jetfile.

Benefits to Agents and Brokers

By integrating Eventual Treasury into your agency’s workflow, you can:

• Eliminate manual data entry – No more keying in carrier statement details. The AI-powered system extracts and uploads data seamlessly.
• Reduce errors and save time – Automation means fewer mistakes and faster reconciliation, freeing your team to focus on revenue-generating activities.
• Catch missing commissions – The platform detects commission shortfalls or underpayments, helping agencies recover lost revenue effortlessly.
• Gain real-time revenue insights – Eventual Treasury provides revenue forecasts and churn analysis, allowing you to spot trends, identify at-risk clients, and make smarter business decisions.

Why Eventual Treasury?

Independent insurance agencies already juggle multiple tasks—client service, sales, marketing, and compliance. Adding the burden of manual carrier statement reconciliation wastes valuable time and resources. With Eventual Treasury, agencies can streamline operations, improve cash flow visibility, and maximize revenue without additional effort.

Exclusive Offer for Catalyit Members

Catalyit members receive an exclusive 20% discount on standard pricing.

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About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.