Stop losing revenue to broken commission tracking.
Every month, your team is buried in carrier statements, spreadsheets, and AMS exports that don’t talk to each other. AccountAim reconciles it all automatically, so you know exactly what you’re owed and where the gaps are.
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.