Revenue reconciliation, commission tracking and reporting is hard. SORU gets Brokers the commissions they have earned by managing commission reporting and spotting carrier.
Commission reporting the easy way
SORU's insurance software automates broker commission processing and revenue reconciliation by comparing your CRM, Carrier statements, insurance exchange reports and other data sources to identify mismatching commission payouts.
Drag and drop your commission reports and CRM data into our system and SORU instantly converts these documents into actionable reports and dashboards helping you manage your commission reporting.
SORU's algorithms immediately identify the missing policies / subscribers and provide you with a table that connects both the CRM and commission statements together in order to easily contact both the carrier or subscriber. This will allow you to easily get back your hard earned money.
See all the necessary information about your business on your dashboards to identify upsell opportunities and make better business decisions.