Download & Reconciliation Help That Works – Inside Your AMS, Every Day
You run a modern insurance agency-but your downloads still run like it’s 2008. Suspense logs stack up. Carrier eDocs go untagged. And your billing team spends hours trying to match statements.
That’s why agencies and MGAs turn to Selectsys for daily download & reconciliation support. We turn your AMS into a clean, well-oiled machine.
The Real Cost of Bad Download Workflows
Here’s what happens when no one owns the process:
- Missed endorsements or cancellations
- Invoices not tied to suspense or premiums
- Duplicate manual entries (risking double billing)
- Out-of-balance trust accounts
- Errors that only show up at audit time
Our Download Support Includes:
- Importing and validating daily carrier downloads
- Tagging policies correctly
- Logging missing transactions
- Matching suspense entries
- Reconciliation against statements
- Flagging exceptions for follow-up
- Logging every action inside your AMS
No work gets pushed to spreadsheets or third-party portals. We execute within your system, following your SOPs.
Test Case: From Out-of-Balance to On-Point
- Client: Regional agency using Applied Epic
- Issue: Multiple out-of-balance accounts; trust report off by $17,000
- Solution:
- Selectsys rebuilt daily download workflow
- Identified 42 untagged transactions
- Reconciled mismatches and logged every step
- Result:
- Trust account error eliminated
- Download timeliness improved to same-day
- Internal team now uses dashboard reporting confidently
Why Selectsys?
- 100% insurance-trained staff
- No offshore VAs or data entry firms
- Executed inside your AMS
- Audit-ready logs for every action
- Flat-rate pricing and scalable during peak volume
FAQs
Can you support carrier statement matching?
Yes. We can reconcile statements and flag over/under amounts as part of daily cleanup.
What if we already have a billing team?
We support them-so they don’t waste time chasing download errors. Most clients treat us as an extension of accounting.
How often do you reconcile?
Daily. If carriers delay files, we auto-backfill once data arrives.
Can you help clean up historical mismatches?
Yes. We offer a legacy cleanup engagement during onboarding.
Will your work affect our system reporting?
It will improve it. Cleaner tagging and suspense resolution = better reports.
Explore Related Support
Clean downloads mean smoother accounting, fewer audit issues, and less manual cleanup. Let Selectsys take over the repetitive work-and finally trust your AMS again.
