Direct-bill reconciliation
AMS360 direct-bill reconciliation

AMS360 commission reconciliation for direct-bill agencies.

AMS360 agencies can use CarrierClose to compare expected direct-bill commissions with what carriers actually paid in the monthly statement package.

How does CarrierClose reconcile Vertafore AMS360 commissions?

CarrierClose matches direct-bill carrier statement rows to expected commission rows from Vertafore AMS360 book data for the same close period. Each match gets a reason code, confidence signal, and dollar impact.

Does CarrierClose write back to AMS360?

AMS360 support is read-only. Early pilots use approved exports or imports, with API or feed access gated behind a separate security review.

Which AMS360 rows does the proof compare?

The proof stays narrow: one close period, read-only AMS book data, and carrier statements for the same period.

Policy number, customer or insured name, producer, carrier, line of business, premium, rate, and expected commission.
Statement rows with paid amount, transaction type, carrier reference, close period, and statement date.
Normalized carrier and policy references so paid lines can be matched to expected AMS360 rows.

What discrepancies should a AMS360 agency review?

CarrierClose turns statement noise into a close-period queue the owner, operations manager, or bookkeeper can review without rebuilding the spreadsheet from scratch.

Expected AMS360 commission is missing from the carrier payment file.
Carrier paid a commission that is not expected from the AMS360 book data.
Carrier payment is lower or higher than expected.
Producer, customer, policy, or carrier attribution is ambiguous.

Why is the AMS360 pilot safe for the AMS?

The workflow is designed as read-only reconciliation. It produces a discrepancy report and close package, not AMS changes, accounting entries, payments, or carrier disputes.

The free proof focuses on one close period, one AMS360 book-data import, and the carrier statements that should match it.

Start the free proof

Can we prove missed commissions before a rollout?

Join the private pilot list and ask for a free proof from one AMS360 close period. The form stores only contact email, agency name, and optional AMS.

We store only email, agency name, and optional AMS for follow-up.