Premium Processing Console: Clean Cash, Clean Books
Premium ops fall apart without clean allocation and reconciliations. EI brings controls, visibility and speed to the cash cycle.
Allocation & Unapplied Cash
- Faster allocation with references and matching rules
- Unapplied cash queues with owners and deadlines
- Drill downs to transaction and document evidence
IBA/Trust Reconciliations & Exceptions
- Periodic reconciliations with sign off workflow
- Exception taxonomy and remediation tracking
- Evidence packs for monthly controls attestation
Need people, too? See Premium Processing (BPO).
Producer/Commission Statements
- Statement generation and approvals
- Segregation of duties and maker checker on releases
- Full audit log and activity history
FAQs
How does EI reduce unapplied cash?
Matching rules and references accelerate allocation, while unapplied cash has owners, deadlines and drill-down evidence.
Can reconciliations be approved with maker-checker?
Yes. Reconciliations follow a sign-off workflow with segregation of duties and full audit trails.
Get Started
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