Carrier Connect AI connects to 1,200+ carrier portals, downloads and processes everything — commission statements, deposits, renewals, claims, documents, reconciliation, and your book of business — automatically, every day.
Seven automations, one engine: Fetch connects to every portal, and AI analysis is built into every run.
Commissions handles everything from downloading carrier statements to uploads into your AMS — without the manual work.
Deposits connects to your bank, downloads every carrier deposit daily, and matches each one against its commission statement — so you know the money actually arrived, to the penny.
Renewals pulls renewal documents the moment carriers post them — by client and line of coverage — then AI analyzes the rate change and tells you what to do about it.
Daily downloads of your book of business from every carrier — with premium and lives changes calculated on every policy and group, synced straight to your AMS or CRM.
Claims and experience reports downloaded by client and line of coverage, with AI risk scoring and a quick overview — so you walk into every renewal conversation already knowing the story.
Insurance-focused document intelligence. Fylz reads each file, figures out what it is, renames it, files it in the right folder path, and extracts the key data — without anyone opening it.
Reconciliation automatically compares client enrollment against actual carrier invoices — a high-value service you can offer without adding headcount, with every discrepancy flagged to the penny.
Connect Carrier Connect AI with your AMS, CRM, storage, security, and banking tools in minutes.
Sync policy and client data with your core systems.
Save and organize documents in your preferred provider.
Securely connect to carrier portals with trusted credential vaults.
Zero password retention — credentials are never stored.
Connect 12,000+ banks to reconcile deposits against carrier statements automatically.
Don't see your system? Request an integration and our team will work to add your platform.
We've been building software for the insurance industry for over three decades. Carrier Connect AI is that experience, rebuilt around modern AI — and it scales with your growth.
Implementation is fast: connect your carrier portals, we map your formats, and automation runs the next morning. No IT project, no consultants.
Works alongside your AMS, cloud storage, and workflows exactly as they are. Your process doesn't change — the manual work just disappears.
Reclaim hours every week — and offer services like reconciliation and claims analysis without adding headcount.
No migration. No downtime. Nothing about how you work today has to change.
Share your carrier list and connect credentials securely through your password manager. Your systems stay exactly as they are.
We configure statement formats and mappings to match your AMS and folder structure — built around your process, not ours.
Automation goes live. Daily runs start the next morning, and your team simply stops doing the manual work.
Most agencies are fully live within days — with zero disruption to current operations.
From encryption to compliance, the platform is designed to keep your information private, protected, and available when you need it.
Verified for security, availability, and confidentiality by an independent auditor — not just promised, proven.
When you're moving thousands of policies across hundreds of downline agencies or client accounts, volume changes the math. Enterprise includes custom volume pricing, white-glove onboarding, a dedicated account manager, priority carrier automation builds, and custom development — so the organizations you serve see the results while we do the work.
Carrier Connect AI automates carrier portal tasks for brokers, agencies, and general agents — downloading commission statements, deposits, renewals, claims reports, and book-of-business data — eliminating manual work and ensuring accurate, on-time delivery.
Days, not months. You connect your carrier portals and credentials, we map your formats to your AMS and folder structure, and daily automation runs start the next morning. Nothing about your current systems or process changes.
Carrier Connect AI supports 1,200+ carrier automations across medical, ancillary, and P&C lines — with new carriers added every month. If your carrier isn't yet supported, our team can quickly build a new automation for it.
Yes. Our Deposits automation integrates with over 12,000 banks to download carrier deposits daily and match them against commission statements automatically.
All data is encrypted in transit (TLS 1.2/1.3) and at rest (AES-256). Access is role-based with multi-factor authentication. Our infrastructure is hosted on AWS, and we are SOC 2 Type 2 certified — independently audited for security, availability, and confidentiality.
Commissions handles statement download, conversion, and integration into your AMS. Deposits matches carrier deposits from 12,000+ banks against statements. Renewals automates renewal documents with rate-change analysis and recommendations. Book of Business keeps your book current with premium and lives changes calculated daily. Claims downloads claims reports with risk scoring. Fylz AI provides intelligent document management. Reconciliation matches carrier invoices against enrollment. Every automation is powered by our Fetch connection engine, with download and AI analysis included.
We provide a complimentary analysis to uncover automation opportunities across your operations — no obligation.
Questions about automations, pricing, or your specific carriers? Reach out directly or send a note — we respond fast.