LAPIDAR

Commission reconciliation for independent insurance agencies

Founding pilot

Changelog

What has changed

Dated entries for what actually shipped. If it isn’t here, it isn’t done.

What has changed in Lapidar, newest first. Entries are written from our own records and only list things that shipped.

  • Founding agency pilot opened: $99 a month plus tax, 7 founding agencies, subscription through Stripe checkout with Link as merchant of record.
  • Self-serve sign-up: create a free account with a confirmed email or with Google, then subscribe from inside the app.
  • Sign in with Google.
  • Deleting an account also cancels its Stripe subscription.
  • Account emails moved to one plain template, in HTML and plain text.
  • Three new guides: commission rate changes, commission on premium audits, and booking commission income.

  • Terms of Service, Privacy Policy and Data Processing Addendum published for the pilot.
  • Public status page at status.getlapidar.com, with uptime monitoring.
  • App: limits on uploaded file size and contents; access stops when a plan expires.
  • Two new guides: writing a commission discrepancy letter and disputing a chargeback.

  • Two new pages: AMS commission reconciliation, and commission audits for independent agencies.
  • New guides, including selling a book of business and tracking commissions through a book roll.

  • Reconciliation engine: reads CSV, XLSX and text PDF statements, normalizes policy numbers, handles installments and statement periods, and matches each line against the book and the commission schedule.
  • Web app (private at first): accounts, file upload, column mapping, findings and a printable report; account deletion.
  • getlapidar.com launched, with guides, a glossary of commission terms, and commission and chargeback calculators.