Can CarrierClose start from EZLynx exports?

Yes. EZLynx export-based intake is one of the first supported pilot paths for direct-bill commission reconciliation.

Does the EZLynx proof require credentials?

No. The first proof can use agency-provided exports and carrier statement files without storing AMS credentials.

What does CarrierClose flag for EZLynx agencies?

It flags expected commissions that were not paid, unexpected payments, amount mismatches, and policy or producer attribution conflicts.

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Direct-bill reconciliation

EZLynx export reconciliation

EZLynx commission reconciliation for direct-bill agencies.

EZLynx is a strong first pilot path because CarrierClose can start with agency-provided exports and structured carrier statement files.

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How does CarrierClose reconcile EZLynx commissions?

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

Does CarrierClose write back to EZLynx?

EZLynx support starts with manual exports or read-only export feeds. No live credential storage is required for the first proof.

Which EZLynx 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, insured name, producer, carrier, effective date, expiration date, premium, rate, and expected commission.

Carrier-paid rows from CSV or XLSX statements, including paid amount, transaction type, and period.

Close-period normalization to compare expected commissions with actual carrier payment lines.

What discrepancies should a EZLynx 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 EZLynx policy commission is absent from the statement.

Statement payment does not line up with the EZLynx export.

Expected and paid commission amounts disagree.

Carrier, policy, producer, or insured match needs human review.

Why is the EZLynx 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 uses one EZLynx export and matching carrier statements to show which commission lines need owner or bookkeeper review.

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Can we prove missed commissions before a rollout?

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