Premium Processing Console - Clean Cash, Clean Books

Allocation, IBA/trust reconciliations and producer statements under maker checker controls with exception management and audit logs.

Back to Product Premium Processing (BPO)

Allocation & Unapplied Cash

  • Matching rules, references and hints accelerate allocation
  • Unapplied cash queues with owner, age and due dates
  • Drill downs to transaction and document evidence

IBA/Trust Reconciliations & Exceptions

  • Periodic reconciliations with sign off workflow (maker checker)
  • Exception taxonomy and remediation tracking
  • Monthly controls attestation with evidence packs

Producer/Commission Statements

  • Statement generation, approvals and releases
  • Segregation of duties with activity/audit logs
  • Exports to accounting and MI dashboards
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Related Insights

FAQ's

Matching rules and references accelerate allocation; unapplied cash items are owned with deadlines and drill down evidence for resolution.
Yes. Reconciliations follow a sign off workflow with segregation of duties and full audit trails.