Can CarrierClose reconcile HawkSoft carrier statements?

Yes. CarrierClose can use read-only HawkSoft exports alongside carrier statement files to reconcile direct-bill commissions.

Does CarrierClose change HawkSoft data?

No. CarrierClose is read-only for HawkSoft and does not write policies, activities, notes, accounting entries, or producer splits.

What does the HawkSoft free proof show?

It shows a close-period exception queue with dollar impact and reason codes for each commission line that needs review.

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Direct-bill reconciliation

HawkSoft commission close

HawkSoft commission reconciliation for direct-bill agencies.

HawkSoft agencies can start with export-based reconciliation so owners and bookkeepers can see missed direct-bill commission dollars quickly.

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How does CarrierClose reconcile HawkSoft commissions?

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

Does CarrierClose write back to HawkSoft?

HawkSoft support starts with manual exports or read-only export feeds. CarrierClose does not request write scopes or update HawkSoft records.

Which HawkSoft 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, producer, carrier, dates, premium, commission rate, and expected commission amount.

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

Normalized matching fields that let the close report explain why a line matched or failed to match.

What discrepancies should a HawkSoft 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 HawkSoft commission is missing from the carrier statement.

Carrier payment cannot be matched to expected HawkSoft book data.

Paid commission amount differs from expected commission.

Policy, producer, carrier, or insured attribution is unclear.

Why is the HawkSoft 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 compares one HawkSoft export with carrier statements and returns the exception queue in plain dollars.

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