- Smart Automation For Brokers
Empowering Brokers with Cutting-Edge AI & Automation Solutions
Solutions
End-to-End Statement Automation with Fetch
- Automated statement downloads for 1100+ carriers
- Daily monitoring for new statements with secure, audited access
- Converts PDFs to clean Excel instantly
- Maps and reformats into AMS-ready or Excel templates
- Smart file naming and cloud folder organization
- Tools for reconciliation, tracking, and AMS management
- Optional workflows for emailed or mailed statements
Integrates with your stack
Retrieve Documents
Automation logs in, detects new statements, and downloads securely.
Convert to Excel
PDF → XLSX with carrier-specific parsing and cleanup.
Integrate into AMS
Mapped outputs for AgencyBloc, BenefitPoint, NextAgency and more.
Security
- Data encrypted in transit (TLS 1.2/1.3) and at rest (AES-256)
- Role-based access with multifactor authentication
- Backed by AWS with SOC2, ISO, and PCI certifications
Intelligent Document Automation with Fyls Ai
- Automatically categorize and file documents in consistent folder paths
- Generate summaries and extract key data instantly
- Support for PDFs, scans, and other insurance documents
- Seamless integration with your existing storage and AMS systems
Organize Documents
Automatically categorize, rename, and file documents in consistent folder paths
Summarize Files
Generate quick summaries and extract key data without opening files.
Integrate with Systems
Seamlessly connect with AMS, DMS, and cloud storage providers.
Renewal Automation with Renew
- Automated daily checks for new renewal documents
- Instant download and organized delivery to AMS or cloud storage
- Custom summaries and Al-powered alerts
Retrieve Renewals
Automation checks portals daily and downloads new renewals instantly.
Summaries & Alerts
Custom summaries and notifications powered by Carrier Connect Al.
Reconciliation Automation with Recon
Automate reconciling your clients’ enrollment to the actual carrier invoices. An extremely valuable function to add to your services without increasing resources.
- Compare client enrollment data against carrier invoices
- Highlight discrepancies and ensure billing accuracy
- Maintain audit history for compliance and approvals
Reconcile Documents
Automation cross-checks enrollment records with carrier invoices.
Audit & Track
Maintain a history of reconciliations and approvals for compliance.
Book of Business Automation with BoB
- Daily downloads of your book of business from every carrier
- Keep an up-to-date policy listing
- Detect changes in status immediately
- Populate your AMS or CRM
Daily Downloads
Collect updated books of business from carrier portals.
Keep Listings Fresh
Maintain an up-to-date policy list across groups and lines.
Sync to AMS/CRM
Populate your AMS or CRM with structured records.
Seamless Integrations That Fit Your Workflow
AMS & CRM
Cloud Storage
Password Managers
Banking & Payments
Why Choose Carrier Connect Al?
Save Hours
Automate downloads, conversions, and uploads with 1100+ Carrier automations - giving brokers more time to deliver better service and focus on what matters most.
Improve Accuracy
Don't risk missed commissions, lost files, or incorrect conversions. Eliminate manual errors with automation and ensure every statement is consistent, reconciled, and AMS-ready.
Easy Integration
Carrier Connect integrates with the most popular cloud storage, password manager, and AMS platforms - fitting seamlessly into your existing workflow.
Carrier Connect - Pricing & Services
Core
- Secure carrier logins
- Automated commission statement downloads
- File conversions (PDF Excel)
- File Mapping & AMS Formatting Rules
- Delegated User Access & Permissions
Pro
- Multi-Broker / Sub-Account Management for managing multiple agencies commission statement downloads
- Automated renewal statement downloads
- Daily downloads of your Book of Business
- Data entry team for scanned files or non-standard formats
- Integrations with 12,000+ banks to auto-reconcile deposits against statements
Managed
- Dedicated account manager/ support agent
- White-glove onboarding & training
- Proactive monitoring & troubleshooting
- Custom mapping support
- Password reset & login management
Choose Your Plan
Basic
- Automated statement downloads
- Full ledger access
- Keeper password manager license included
- Cloud storage integration
- AMS integration and mapping
Business
- Everything in Basic, plus:
- Bank integration
- Automated deposit reconciliation
- AMS product mapping
- Transform Al capabilities
Enterprise
Proactive monitoring & troubleshooting Custom mapping support
Upgrades
Managed Password Services
Book of Business Automation
Renewal Automation
Eyls for Insurance
Recon Services
APL Access
Not sure where to start?
Enterprise
Tailored solutions for large-scale operations with custom development options. Contact us for a personalized quote.
Not sure where to start?
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
- 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
Security
All data is encrypted during transit (TLS 1.2/1.3) and when stored (AES-256) Role-based access controls with multifactor authentication Continuous monitoring and audit logging Hosted on Amazon Web Services (AWS) Enterprise-grade uptime and scalability Backed by AWS SOC, ISO, and PCI compliance certifications Data stored in secure, redundant facilities
