Insurance · Workflow
Commission reconciliation workflow
The useful unit is the full path from carrier statement to close—not merely whether two rows can be matched.
Ingestion & normalization
Established systems increasingly automate this layer.
Matching & rules
Policy matching and repeatable rules are already addressed by incumbents.
Exceptions
Some unmatched and carrier-specific cases still require manual handling.
Investigation & resolution
Hypothesis A higher-value residual may begin when evidence must be assembled across records, followed up, corrected and documented.
Approval
Human approval may be intentionally retained.