Product Update
AccountAim’s AI agents automate insurance commission reconciliation, but edge cases still require a human touch. Maybe it’s a rough scan or a policy that just doesn’t make sense compared to AMS data. You want to make sure you have a say in how these are handled.
We’ve shipped improvements across the board that allow your team to handle edge cases in seconds and keep moving. Every decision you make today enables an even easier reconciliation next month.
Here’s what’s new.
Add or remove a statement line
With AccountAim, 97%+ of statements are imported without issue. But we’ve all seen the scanned PDFs with handwritten notes or coffee stains obscuring the data.
Now you can handle these in one click. Add a new line, modify or remove an existing one, and get back to the tasks driving revenue.
The best part is that our agents learn from this process so they can handle it on their own in the future.
Multi-carrier files, now organized by carrier
Combined files covering multiple carriers are now even easier to navigate.
Each carrier gets its own tab for easier review. Any data that needs your attention shows up right on the tab itself, so you can see at a glance which carriers are clean and which need review, without opening each one.
Upload management gets even easier
Uploaded the wrong file, or the same one twice? You can now delete any file still in a Not Processed state.
Your upload history stays clean, and your team is only ever looking at the statements that matter.
What all this means for your team
- 100% extraction accuracy achieved: fix a missed or extra line yourself and allow AI to continue reconciling
- Faster review on complex files: carrier tabs surface exactly which parts of a combined statement need attention, so nothing gets overlooked
- A cleaner workspace: stray and duplicate uploads come off the list, so your processing queue reflects real work
Each of these came out of watching real teams work. We’re committed to continuing to build the best commission reconciliation process for the insurance industry.
Schedule a demo to learn more.