What's included
Detected column mapping, a dry run and saved maps per carrier. Scanned statements are read by OCR, with unsure cells flagged.
Line-by-line reconciliation, with every unmatched line listed until a person resolves it.
Schedules per carrier and product with tiers, advances, interest and bonuses, as named rules you can reuse.
Advances with earn-back, chargebacks netted on the next payout, and debit balances with alerts.
Payout runs with four-eyes approval, ACH files, bank returns and remittance advice.
Generated from the same payout numbers producers were paid on.
The books
Kaffeine is a commission subledger with a real double-entry general ledger underneath: journal, trial balance, profit and loss, balance sheet and period close. Posted entries cannot be edited, sealed periods stay sealed, and the general journal and trial balance export in a file QuickBooks Online and Xero both import.
Contract levels per carrier, a dated hierarchy with append-only history, and overrides priced under the seat in force on each date.
Learn moreLicences, appointments, E&O, AHIP and carrier certifications in typed registers, with ready-to-sell computed per carrier, state and plan year.
Learn moreEach producer's day, earnings and credentials in their own portal, and a hub for managers to onboard, track and coach the team.
Learn moreDashboards for pipeline, performance, policies and carriers, a report builder, scheduled delivery, and drill-down to the records behind any figure.
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