WHO IT IS FOR
For benefits brokers.
For independent benefits brokers and the finance or operations teams behind them. If your month-end work involves group records, carrier commission statements, deposits, and producer questions, we would like to understand how those records fit together.
Start with how your book is paid
Most benefits business involves carrier-paid commission or direct bill, with premiums collected by the carrier and compensation paid to the brokerage. The review centers on the group, coverage period, compensation basis, adjustments, and the commission actually received.
EvenPenny reconciles agency-bill statements today. Direct bill is on the roadmap. Tell us about your carrier-paid commission workflow and the records your team uses to explain a missing or changed payment.
Bring a sample export
Runs on exports from Vertafore AMS360.
Running Applied Epic, HawkSoft, or EZLynx? Send us a sample export and we'll tell you what it takes.
Choose one representative statement and its corresponding export. Include group references, coverage periods, reported commission, payment references, and an adjustment your team understands. Remove employee, member, health, and other personal information from an introductory sample.
Start with the financial question
Tell us what you are trying to finish: checking a statement against expected compensation, explaining a retroactive adjustment, or connecting a deposit to the right period. Describe the reports you already have and what you currently assemble by hand.
If your brokerage also handles agency-bill balances, include that in the conversation. Use the demo form below to share your name, work email, agency name, and management system. We will start with the workflow and a sample of the records behind it.
Tell us about your agency
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