Commission Intelligence for Insurance
Turn carrier commission statements, bordereaux, and rate schedules into reconciled, payment-ready data in under 5 minutes. AccountAim combines AI-powered statement processing with built-in reconciliation workflows to deliver accurate, structured commission data that finance and revenue teams can trust.
The AI-Native Platform for Insurance
One source of truth, structured for humans and agents from day one
Know exactly what you're owed, automatically
When you’re processing dozens of carrier statements every month, manual reconciliation isn’t just slow, it’s where revenue quietly disappears. AccountAim’s Reconciliation Agents compare what carriers actually paid against what’s in your AMS, so discrepancies surface before they become write-offs.
- Automated matching of carrier commission statements against expected payments by policy and producer
- Real-time dashboards showing earned, pending, and disputed commissions across all carrier relationships
- Sub-producer commission tracking with split calculations and payment scheduling
- Discrepancy flagging with context so your ops team can resolve issues without hunting through statements
Carrier statements in, structured data out
Every carrier sends statements in its own format. Some are clean PDFs, some are scanned, some are spreadsheets with no consistent structure. AccountAim reads them all and turns them into usable, structured data automatically, no manual entry required.
- Extract line-item detail from carrier commission statements
- Handle inconsistent formats across every carrier you work with
- Feed clean data directly into reconciliation, with no extra steps
360-view of your book of business
Once your data is clean, you need to actually use it. AccountAim gives you dashboards and plain-language reporting across producers, carriers, and lines of business, so you spend less time digging for answers and more time acting on them.
- Producer and distribution performance dashboards
- Ask questions in plain language, get answers from your data
- Spot trends across carriers, lines, and producers before they become problems
Never miss a renewal, never lose a book to attrition
Retention is the quiet driver of growth. AccountAim tracks every renewal date automatically and scores accounts by risk, so your team knows exactly where to focus before a book walks out the door.
- Automated renewal calendars and alerts
- Risk scoring to flag accounts likely to lapse
- Book of business intelligence built for retention planning
11%
Average renewal leak eliminated in the first 90 days
15+ hrs
Weekly time savings on renewal tracking for ops teams
100%
Book visibility — no account slips off the radar
“AccountAim has put visibility we’ve never had before at our fingertips and finally created a source of truth our team actually trusts.
We’ve been able to combine data from our carrier statements, Salesforce, HubSpot, our product database, and our payments system in one place – getting us an accurate and real-time view of performance for the first time.”
Cabell Brown, President, Maverick Risk
Ready to clean up your commission tracking?
See how AccountAim handles your carrier statements, reconciliation, and reporting today.
Frequently asked questions
What is AccountAim?
AccountAim is an AI-native financial operations platform for insurance agencies, wholesale brokers, and MGAs. It turns carrier commission statements, bordereaux, and rate schedules into reconciled, payment-ready data, then adds reporting, producer performance, and renewal tracking on top of that data.
What is commission reconciliation in insurance?
Commission reconciliation is the process of comparing what carriers actually paid against what an agency, broker, or MGA expected to receive on each policy. It surfaces underpayments and other discrepancies before they become write-offs. AccountAim automates this work with Reconciliation Agents.
How does AccountAim reconcile carrier commission statements?
AccountAim extracts line-item detail from each carrier statement, then matches it against expected payments by policy and producer using the data in your agency management system (AMS). Discrepancies are flagged with context, so your operations team can resolve them without hunting through statements.
What statement formats can AccountAim read?
AccountAim reads carrier statements in any format, including PDF, Excel, CSV, and scanned documents. It handles inconsistent formatting across carriers and does not require a single template.
How long does AccountAim take to process carrier statements?
AccountAim turns carrier commission statements, bordereaux, and rate schedules into reconciled, payment-ready data in under 5 minutes.
Who uses AccountAim?
AccountAim is used by MGAs, wholesale brokers, and retail agencies. Finance, operations, and revenue teams use it to reconcile commissions, track producer performance, and manage renewals across their book of business.
How much does AccountAim cost?
AccountAim uses module and usage-based pricing, so you pay for the modules you use, priced on your volume. Every plan includes unlimited seats with no per-seat fees. Talk to sales for a quote based on your book.
Is AccountAim secure?
Yes. AccountAim is SOC 2 compliant, and all data processed in the platform is encrypted in transit and at rest. Customer data is backed up daily, and access is strictly controlled.