Carrier Connect is an Innovative, Cutting-Edge Automation
Carrier Connect is an innovative, cutting-edge automation designed to transform the way employee benefit brokers and producers manage their commission statements. As the first automated commission statement download and integration service of its kind, Carrier Connect sets a new standard in efficiency and convenience.
Gone are the days of manual logins to various carrier websites to retrieve commission statements. Carrier Connect’s advanced system automatically retrieves and organizes all your commission statements, making them readily accessible on your desktop. Moreover, our seamless integration allows for uploading of these statements automatically into your AMS or commission system.
Features
Statement Download
Our patent pending technology automatically downloads your agency’s carrier commission statements directly into organized folders accessible on your desktop. Use any popular cloud storage service to securely manage carrier Excel or PDF statements.
Integration
Carrier Connect integrates with leading AMS and commission systems for enhanced efficiency and streamlined operations.
Conversion
Carrier Connect offers automatic conversion of Excel files to vendor required formats, ensuring seamless importing. For PDF statements, our skilled staff meticulously enters all payment records into the necessary Excel formats.
Agency Support
Carrier Connect adeptly handles multiple agents within an organization, streamlining commission statement management.
HIPAA / Security
Carrier Connect is fully Hipaa compliant. Our servers are hosted by Amazon Web Services. Our security measures include HTTPS/SSL/TLS, database encryption, audit logs, 2-factor authentication, EC2 deployment and PEM access control.
Zapier Connect
Easily integrate Carrier Connect to Zapier and create customized workflows with thousands of applications.
Pricing
Starts at
$149/Month + $2 per download
- Final pricing based on number of downloads, integrations, manual data entry and conversions.