Can CarrierClose reconcile Applied Epic direct-bill commissions?

Yes. The pilot path compares read-only Applied Epic book data against carrier statement lines for a selected close period.

Does CarrierClose need Applied Epic write access?

No. CarrierClose does not write policies, activities, notes, accounting entries, or producer splits back to Applied Epic.

What does the free proof include for Applied Epic agencies?

It includes a reviewed exception list for one close period, grouped by missing payments, unexpected payments, amount mismatches, and attribution issues.

CCCarrierClose Free proof

Direct-bill reconciliation

Applied Epic AMS reconciliation

Applied Epic commission reconciliation for direct-bill agencies.

Applied Epic agencies can use CarrierClose to turn exported book data and carrier commission statements into a dollar-level direct-bill close review.

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How does CarrierClose reconcile Applied Epic commissions?

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

Does CarrierClose write back to Applied Epic?

Applied Epic support stays read-only. V1 starts with approved exports or import files, then moves to a reviewed read-only API path only after security approval.

Which Applied Epic 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, client or insured name, producer, carrier, effective date, premium, commission rate, and expected commission amount.

Carrier statement lines with paid amount, transaction type, statement date, period, and carrier policy reference.

Normalized close-period keys so the same policy can be compared across the AMS export and carrier statement.

What discrepancies should a Applied Epic 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 Applied Epic commission did not appear on the carrier statement.

Carrier paid a line that does not match the expected Applied Epic book data.

Paid amount differs from the expected commission amount.

Carrier, producer, policy, or client attribution needs review.

Why is the Applied Epic 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.

For the free proof, we compare one close period against one or more carrier statements and return the exception list worth chasing.

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 Applied Epic close period. The form stores only contact email, agency name, and optional AMS.