Keep business owners' commission statements organized and retrievable
Keep business owners' commission statements organized and retrievable
Business owners miss insurer commission emails, causing misplaced statements and AR delays. Files attachments into insurer folders and labels emails so AR retrieves statements without manual filing.
Overview
Lost or misfiled commission statements slow reconciliation and create audit headaches for finance owners. This workflow routes insurer attachments into designated folders and labels emails, eliminating manual filing so AR can retrieve statements and start reconciliation immediately — customers report faster reconciliation cycles and zero missed statements.
Notable Features
- Save attachments to insurer folders
- Label and archive commission emails
- Create searchable insurer-specific folders