Direct-bill reconciliation
NowCerts direct-bill review

NowCerts commission reconciliation for direct-bill agencies.

NowCerts agencies can use CarrierClose to compare expected commissions against actual carrier statement payments for a focused close period.

How does CarrierClose reconcile NowCerts commissions?

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

Does CarrierClose write back to NowCerts?

NowCerts support is export-first in the pilot. Any credentialed integration stays read-only and requires separate review before use.

Which NowCerts 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, insured, producer, carrier, effective date, premium, commission rate, and expected commission fields.
Carrier statement data with paid amount, transaction type, statement date, and policy reference.
Review fields that connect every discrepancy to a close period and dollar impact.

What discrepancies should a NowCerts 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 NowCerts commission was not paid by the carrier.
Carrier paid a row that does not map to expected NowCerts data.
Paid and expected commission amounts differ.
Client, producer, policy, or carrier match requires review.

Why is the NowCerts 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 tests one close period so the agency can see whether direct-bill reconciliation finds enough dollars to justify a full workflow.

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 NowCerts 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.