Integrations

• Carrier statement source. Agree how the carrier statement, policy number and amount arrive for the specialist to check.
• Policy administration. Keep policy lifecycle work in the carrier or agency policy system; link the policy number when recording a commission statement.
• Identity and access. Map the agency’s users to team members and confirm who can view internal or shared evidence.
• Payment confirmation. Decide how the agency verifies a carrier remittance before completing its own reconciliation.

Name an owner for each source, agree the import or manual entry cadence, and test a correction. Keep the carrier’s statement and the portal’s review decision distinguishable. An operation receipt can help trace a system action, but its result should be checked against the source when money or policy records are involved.