- Smart Automation For Brokers
Empowering Brokers with Cutting-Edge AI & Automation Solutions
Find the Right Solution for Your Business
Automate Your Commission Management Effortlessly with [Fetch]
- 600+ Carrier Automations
- Checks carrier portals daily and downloads new commission statements
- Organizes and intelligently names files directly to your desktop
- Converts PDFs to Excel-based files
- Automatically prepares files for import into any AMS
- Integrates with leading Password Managers
- Integrates with top Cloud Storage platforms
- CFO dashboard provides full revenue visibility — from total deposits down to policy-level detail
- Zero data entry
- Fast, simple onboarding
Why Choose Carrier Connect AI?
Save 10+ Hours Monthly
Reduce administrative task with automation
Improve Accuracy By 87%
AI-driven reconciliation eliminates error.
Seamless Integration
Work with AMS & brokerage systems.
Built for All Sizes: Agencies, Brokers, General Agents
Features:
AMS Integrations:
Instant upload-ready files and direct integrations available
Cloud Storage Integrations:
Statements are automatically organized and named
Password Manager Integrations:
Securely manage access to carrier logins
Pricing:
Starts at $150/month + $2 per statement
Custom Automations Built for Your Workflow
AI-Powered Solutions We Offer:
Seamless Renewal Delivery
Never log into a carrier portal again. Our automation delivers renewals directly to your desktop — fast, secure, and automatic.
Automated Carrier Invoice Reconciliation
Enables brokers to offer invoice reconciliation services that were previously too time- and resource-intensive to deliver at scale.
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Monthly automated reconciliation: downloads invoices from carrier portals and enrollment data from your HRIS
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Instant file comparison using advanced matching logic
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Clear, easy-to-read reports highlighting any discrepancies
Document Categorization
Organize files by type, date, and policy with precision
Free Automation Consultation
Not sure where to start? We’ll provide a complimentary analysis to uncover automation opportunities across your operations—with no obligation.
Built Around You
Our core technology unlocks endless automation possibilities. Tell us what your operation needs — or let us take a look and identify where we can help.
Seamless Integrations Across Your Tech Stack
AMS & CRM Integrations
- Easily sync data with your core systems.
- Direct integrations available.
Cloud Storage Compatibility
Password Manager Support
- Coming Soon
- Keeper
- 1Password
- BitWarden
Client Testimonials
“I didn’t believe Carrier Connect until I saw statements go from portal to my commission system overnight.”
Transparent Pricing, Maximum Value
Low Cost Efficient Pricing
$150 per month
Core Features:
- Simple Pricing
- Statement Automation
- Starting at $150 / month + $2 per statement
- Renewals
- Recon
- Custom
Frequently Asked Questions (FAQs)
Carrier Connect AI automates carrier portal tasks for brokers, agencies, and general agents—such as downloading commission statements, renewals, and book of business reports—eliminating manual work and ensuring accurate, on-time delivery.
Our automation securely logs in to each carrier portal daily, detects new statements or renewals, downloads and renames the files, converts them into AMS-ready formats, and delivers them to your preferred cloud storage or system—no manual steps required.
Carrier Connect AI supports 850+ carriers across medical, ancillary, and P&C lines. If your carrier isn’t yet supported, our team can quickly build a new bot for it.
Carrier Connect AI supports 850+ carriers across medical, ancillary, and P&C lines. If your carrier isn’t yet supported, our team can quickly build a new bot for it.
Yes. We integrate with over 12,000 banks to help reconcile carrier statements to deposits.
All data is encrypted in transit (TLS 1.2/1.3) and at rest (AES-256). Access is role-based with multifactor authentication. Our infrastructure is hosted on AWS and backed by SOC2, ISO, and PCI compliance certifications.
- Fetch – Commission statement downloads and AMS-ready conversion
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- Renew – Renewal document automation and alerts
- Fyls AI – Intelligent document management and summaries
- Recon – Carrier invoice and enrollment reconciliation
- BoB – Book of business automation for daily policy updates
- Renew – Renewal document automation and alerts
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