Upload carrier statements
Drop in direct-bill commission statements for the close period. CSV and XLSX first, with PDF extraction after the structured formats work.
Direct-bill commission reconciliation for independent P&C agencies
Find the direct-bill commissions that never arrived.
Upload carrier statements and read-only AMS exports. CarrierClose matches paid lines against expected commissions and hands the owner a dollar-level discrepancy report before monthly close.
Get a free proof from one close periodCan we prove a missed-commission case for your agency?
Join the private pilot list and ask for a free proof from one close period. We are prioritizing direct-bill-heavy agencies using EZLynx, HawkSoft, Applied Epic, AMS360, NowCerts, or QQCatalyst exports.
$10k-$16kannual commission leakage to catch
5-20producer agencies in the first ICP
read-onlyAMS export path for v1
Built for the monthly close
How does CarrierClose fit into the monthly close?
The beachhead is US independent P&C agencies with heavy direct-bill books, usually 5-20 producers and no dedicated accounting ops team. The job is not a dashboard. It is finding money that leaked before the close is locked.
Add AMS book exports
Bring EZLynx or HawkSoft exports first, then read-only Applied Epic, AMS360, NowCerts, and QQCatalyst imports as access clears.
Match every paid line
Policy number, carrier, insured name, producer, effective date, premium, rate, and expected commission feed the match score.
Close on dollars
Missing payments, unexpected payments, and amount mismatches roll into a clean discrepancy report for the owner or bookkeeper.
AMS-specific proof paths
Which AMS exports can CarrierClose start with?
Each AMS page explains the read-only intake path, the fields we compare, and the discrepancy report an agency can expect from a free proof.
Applied Epic
CarrierClose helps Applied Epic agencies compare direct-bill carrier statements against read-only book data and find missing commission dollars before close.
View Applied Epic reconciliationAMS360
CarrierClose helps AMS360 agencies reconcile direct-bill commission statements with read-only AMS360 book data and surface missed or mismatched payments.
View AMS360 reconciliationEZLynx
CarrierClose helps EZLynx agencies reconcile direct-bill carrier statements against exported book data and catch missed commission payments.
View EZLynx reconciliationHawkSoft
CarrierClose helps HawkSoft agencies compare direct-bill carrier statements with read-only book exports and review commission exceptions before monthly close.
View HawkSoft reconciliationNowCerts
CarrierClose helps NowCerts agencies review direct-bill commission statements against read-only book data and identify payment discrepancies.
View NowCerts reconciliationQQCatalyst
CarrierClose helps QQCatalyst agencies reconcile direct-bill carrier commission statements with read-only book data and produce a close-period exception report.
View QQCatalyst reconciliationException queue
What discrepancies show up in the exception queue?
The report is for the agency owner, operations manager, or bookkeeper who already lives in the spreadsheet. It turns the carrier statement mess into a short queue of items worth chasing.
Expected in AMS, absent from the carrier statement
Paid by carrier, not expected from the book data
Statement amount differs from expected commission
Policy, producer, or client attribution is ambiguous
What stays read-only and safe?
CarrierClose is built to prove the direct-bill reconciliation case before requesting sensitive integration paths.
No AMS write-back
V1 uses read-only exports or imports. It does not change policies, activities, accounting entries, notes, or producer splits.
No credentials in the waitlist
The front door only asks for contact email, agency name, and optional AMS. Carrier statements and exports wait until a reviewed pilot flow.
Priced against recovered dollars
The first pricing anchor is per agency, not per seat, so the buyer can compare cost to direct-bill leakage caught each month.