Revenue Process, reimagined.
eventual helps you untangle your financial workflows & increase revenue
Automate Direct Billing
Improve Data Integrity in AMS
Identify Missing Revenue
Forecast Revenue
Trusted by the best Insurance Brokers across the world
THE PROBLEM
Insurance Brokerages are complex
Did we get our commission?
How much revenue from Carrier XYZ?
What policies got cancellation notice?
What lines are most profitable?
Did we pay our producers correctly?
Where’s commission of policy #8127dc?
What’s holding up our commission?
What’s our budget for the quarter?
What areas are eating budgets?
How much to we owe our producers?
THE SOLUTION
eventual treasury is here to supercharge your complete revenue process.
Our platform helps your accounting & finance team to Reconcile commission statements, Recover missing revenue & Forecast your revenues.
COMMISSION STATEMENT AUTOMATION
Extract. Reconcile. Automatically.
Eventual extracts information from your carrier statements & updates your AMS.
All carrier formats supported
PDFs, Excel Sheets, Scans, Carrier websites
Review & Update AMS/ERP Ledger
CARRIER
American International Group, Inc.
CHECK NO.
30226786
TXN #1
Net Commission: $10.15
Statement Reconciled
Broker No.
4002811
A556788290
American International Group, Inc
Broker commission statement
Check No.
30226786
| Group Number | Div Number | Division Name | Receivable Date | Calculation Basis | Net Commission | |
|---|---|---|---|---|---|---|
| 33184232 | 00006 | Jarvis, Hansen and Fuller | 12/2023 | 680.19 | 10.15 | |
| 33184232 | 00007 | Jarvis, Hansen and Fuller | 01/2024 | 369.19 | 24.25 | |
| 34221929 | 951907 | O'Kon Inc | 01/2024 | 545.58 | 16.51 | |
| 34221929 | 951917 | O'Kon Inc | 02/2024 | 485.29 | 42.24 | |
| 36927377 | 1579864 | Holland Group | 09/2023 | 931.32 | 47.48 | |
| 36927377 | 1579964 | Holland Group | 10/2023 | 835.91 | 69.26 | |
| 33926807 | 2817555 | Cruz, Cross and Brooks | 07/2023 | 514.33 | 50.95 | |
| 33926807 | 2817555 | Cruz, Cross and Brooks | 09/2023 | 781.88 | 75.30 | |
| 33019889 | 2526289 | Wall LLC | 07/2023 | 911.15 | 94.15 | |
| 33019889 | 2526289 | Wall LLC | 08/2023 | 283.83 | 26.51 |
REVENUE RECOVERY
Find. Flag. Recover.
Eventual’s platform automatically flags missing revenue from your commission statements and help you recover that fast.
All lines supported
Coordinate with carriers directly
Recover missing revenue, faster
POLICY NO.
33019889
CHECK NO.
30226786
MISSING COMMISSION
$1,234.40
Underpayment detected
Broker No.
4002811
A556788290
American International Group, Inc
Broker commission statement
Check No.
30226786
| Group Number | Div Number | Division Name | Receivable Date | Calculation Basis | Net Commission | |
|---|---|---|---|---|---|---|
| 33184232 | 00006 | Jarvis, Hansen and Fuller | 12/2023 | 680.19 | 10.15 | |
| 33184232 | 00007 | Jarvis, Hansen and Fuller | 01/2024 | 369.19 | 24.25 | |
| 34221929 | 951907 | O'Kon Inc | 01/2024 | 545.58 | 16.51 | |
| 34221929 | 951917 | O'Kon Inc | 02/2024 | 485.29 | 42.24 | |
| 36927377 | 1579864 | Holland Group | 09/2023 | 931.32 | 47.48 | |
| 36927377 | 1579964 | Holland Group | 10/2023 | 835.91 | 69.26 | |
| 33926807 | 2817555 | Cruz, Cross and Brooks | 07/2023 | 514.33 | 50.95 | |
| 33926807 | 2817555 | Cruz, Cross and Brooks | 09/2023 | 781.88 | 75.30 | |
| 33019889 | 2526289 | Wall LLC | 07/2023 | 911.15 | 94.15 | |
| 33019889 | 2526289 | Wall LLC | 08/2023 | 283.83 | 26.51 |
REVENUE INTELLIGENCE
Drill Down. Analyze. Forecast.
Eventual’s platform empowers your finance teams with the software they deserve.
Revenue Analytics
Forecast Revenue with confidence
Generate Executive Summaries
Real Time Revenue Intelligence
Automate Commission Statements Reconcilliation
Accounting & Finance
for the Best Insurance Brokers
Book a Demo
Our policy cares for your data & privacy.
Forecast Revenue with confidence
Forecast Revenue with confidence
