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.