Carrier Statement Inbox
Upload PDF, CSV, XLS, or XLSX statements into protected intake before processing.
The product is being designed to operate independently for ordinary customer activity while keeping exceptional reader development and platform updates under controlled support.
Upload PDF, CSV, XLS, or XLSX statements into protected intake before processing.
A selected company includes its supported reader formats under that company tree.
Administrators can search across policies, insureds, companies, agencies, periods, and amounts.
Invited producers can submit new business without receiving administrator access.
Effective-dated splits, adjustments, inactive handling, approvals, and immutable calculation evidence.
Each producer can search and open finalized statements published only to their account.