For independent agencies
Commission reconciliation by agency type and AMS.
Lapidar checks carrier commission statements against your book and your schedule. These pages say which files to bring from your agency management system, and what the check does and doesn’t cover for your kind of agency.
Lapidar has no integration with any agency management system. It works from files you export and upload: a book export with one row per policy, your commission schedule, and the statements carriers sent (CSV, XLSX or a PDF with selectable text). It reads nothing from your AMS and writes nothing back; corrections go there by hand.
By agency management system
-
Vertafore AMS360 agencies
Which AMS360 export to use for the book (CSV, or Excel resaved as .xlsx), based on Vertafore’s own help pages.
-
Applied Epic agencies
Which statements to bring beside Epic and Applied Recon, such as carriers outside Recon’s certified list and agency bill.
-
HawkSoft agencies
Bringing the statements you key in by hand or import into HawkSoft, plus a book export; producer pay stays in HawkSoft.
-
EZLynx agencies
The CSV statements you already import into EZLynx work unchanged, and how an import differs from a check against your book.
-
Momentum AMS (NowCerts) agencies
Statements from carriers outside Momentum’s direct bill download, and the book export to bring with them.
-
QQCatalyst agencies
Turning QQCatalyst commission rules into a Lapidar schedule, and saving downloaded statements before the 365-day purge.
By agency type
-
Personal lines agencies
Many small direct bill policies, installment billing and chargebacks from mid-term cancellations.
-
Commercial lines agencies
Endorsements, audits and agency bill lines, with what Lapidar checks per line and what it leaves to you.
-
Agency cluster and network members
Checking a cluster’s multi-carrier statement against the net rate you receive after the cluster’s share.
Every supported format and limit is on the product page; the output is on the sample report (invented data). Comparing reconciliation options rather than files? See commission tracking and reconciliation software compared.
Bring your files.
Open a free account, upload your book export, schedule and this month’s statements, and read the findings. $99 a month plus applicable tax, cancel anytime.