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w-inline-block"><div>See a demo</div></a></div></div></nav><div class="uui-navbar07_menu-button w-nav-button"><div class="icon-embed-small-2 w-embed"><svg xmlns="http://www.w3.org/2000/svg" width="100%" height="100%" viewB
36ox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" preserveAspectRatio="xMidYMid meet" aria-hidden="true" role="img"><line x1="3" y1="12" x2="21" y2="12"/><line x1="3" y1="6" x2="21" y2="6"/><line x1="3" y1="18" x2="21" y2="18"/></svg></div></div></div></div><header class="uui-section_heroheader13"><div class="uui-container-large-2"><div class="integrationpagehero"><div class="integration-header-padding"><div class="newintegrationheader large_carousel w-clearfix"><div class="constant white large">Native AMS, CRM, & ERP<br/></div><div class="constant white large">integrations with</div><div class="changer-overflow lgchanger"><div class="changer-container"><div class="w-layout-blockcontainer changetext-instancecontainer-copy w-container"><div class="changer narrow uui-heading-medium-10 changetext epic">Epic</div><div class="changertext-bg"></div></div><div class="w-layout-blockcontainer changetext-instancecontainer-copy w-container"><div class="changer narrow uui-heading-medium-10 changetext epic">BenefitPoint</div><div class="changertext-bg"></div></div><div class="w-layout-blockcontainer changetext-instancecontainer-copy w-container"><div class="changer narrow uui-heading-medium-10">AMS360</div><div class="changertext-bg"></div></div><div class="w-layout-blockcontainer changetext-instancecontainer-copy w-container"><div class="changer narrow uui-heading-medium-10 changetext epic">Dynamics</div><div class="changertext-bg"></div></div><div class="w-layout-blockcontainer changetext-instancecontainer-copy w-container"><div class="changer narrow uui-heading-medium-10 changetext epic">Salesforce</div><div class="changertext-bg"></div></div></div></div><div class="constant large white">deliver realtime end-to-end automation</div></div><div class="subhead-and-btn"><h2 data-w-id="27bda2e0-7546-f10a-3b22-0e55ce51050d" class="uui-heading-medium header-noknapp">Comulate reads and writes to your AMS and ERP, which remain the <span class="highlight">source of truth</span> for <span class="highlight">policy</span> and <span class="highlight">accounting data</span></h2><div class="uui-button-row-2 button-row-center is-reverse-mobile-landscape"><a href="#integration-steps" class="uui-button dark w-inline-block"><div class="text-block-27 dark">See how</div></a></div></div></div></div></div></header><div id="inte" class="integrationscontentcontainer"><div id="integration-steps" class="integrationscontent"><div data-w-id="62e03c69-5bdc-0b8a-b68f-e0d5baf72ec5" class="w-layout-grid integrationsstepcard"><div id="w-node-_62e03c69-5bdc-0b8a-b68f-e0d5baf72ec6-17db3e38" class="uui-layout01_content"><h2 class="header-knapp">Comulate connects to your AMS or CRM, populating itself with <span class="highlight">always-live policy data</span> for reconciliation and reporting</h2></div><div id="w-node-_62e03c69-5bdc-0b8a-b68f-e0d5baf72ed1-17db3e38" class="uui-layout01_image-wrapper animated"><div class="div-block-7"><div class="_95"><div class="text-block-14">Policies</div><div class="div-block-8"><div class="lottie-animation-5" data-w-id="c116fec9-68a8-ea73-86ad-b6fa8fe84d84" data-animation-type="lottie" data-src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/6396b9166204a00bb7aa84cb_pulse.json" data-loop="1" data-direction="1" data-autoplay="1" data-is-ix2-target="0" data-renderer="svg" data-default-duration="4" data-duration="0" data-loading="eager"></div><div class="bolticon w-embed"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="currentColor" class="w-6 h-6"> 37 <path fill-rule="evenodd" d="M14.615 1.595a.75.75 0 01.359.852L12.982 9.75h7.268a.75.75 0 01.548 1.262l-10.5 11.25a.75.75 0 01-1.272-.71l1.992-7.302H3.75a.75.75 0 01-.548-1.262l10.5-11.25a.75.75 0 01.913-.143z" clip-rule="evenodd" /> 38</svg></div></div><img src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/66dc817e930b82790d5de9e3_Tooltip.svg" loading="lazy" alt="" class="image-11"/></div><img src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/66dc94f1f5bef418812cc45c_policy%20table.svg" loading="lazy" alt="" class="image-24"/></div></div></div><div id="w-node-_62e03c69-5bdc-0b8a-b68f-e0d5baf72f2a-17db3e38" class="w-layout-grid integrationsstepcard"><div id="w-node-_62e03c69-5bdc-0b8a-b68f-e0d5baf72f39-17db3e38" class="uui-layout01_image-wrapper"><div class="div-block-9"><img src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/66dc9540f5bef418812d1c33_ledger.svg" loading="lazy" alt="" class="image-25"/><a href="#" data-w-id="6d605ba5-cae1-ae4e-458e-576a426880f2" class="posttable inlinebutton w-inline-block"><div data-w-id="6d605ba5-cae1-ae4e-458e-576a426880f3" class="btncontent">Post to AMS</div></a><a href="#" data-w-id="6d65af63-fef3-01ab-0de5-7a90fdbc9fc4" class="pulsating behind4 pulsating-green w-inline-block"><div class="text-block-15">Post to Epic</div></a>
38<a href="#" data-w-id="297a84ee-0bc3-5b8b-4614-e68f77b58b25" class="behindbutton behind4 w-inline-block"><div class="text-block-15">Post to Epic</div></a><div data-w-id="2dc0cefa-748d-d002-d7f4-9e40f55d51fe" data-is-ix2-target="1" class="lottie-animation-6" data-animation-type="lottie" data-src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/6396c45ed53b2c2746ab9675_Comp%201.json" data-loop="0" data-direction="1" data-autoplay="0" data-renderer="svg" data-default-duration="4.004003840917587" data-duration="0" data-loading="eager"></div></div></div><div id="w-node-_62e03c69-5bdc-0b8a-b68f-e0d5baf72f2b-17db3e38" class="uui-layout01_content"><h2 class="header-knapp">Comulate writes <span class="highlight">line-level transactions</span> to your AMS or ERP's ledger</h2><div class="uui-space-xsmall"></div><div class="uui-text-size-large">Comulate posts a suspended statement of reconciled transactions for your team to finalize. Comulate can also be configured to write topside JEs, and serve as the source of truth for line-level transactions.</div></div></div><div data-w-id="949f8104-4999-30d0-0ffc-41a220eab7e8" class="w-layout-grid integrationsstepcard"><div id="w-node-_949f8104-4999-30d0-0ffc-41a220eab7e9-17db3e38" class="uui-layout01_content"><h2 class="header-knapp">Comulate <span class="highlight">improves data quality</span> by <span class="highlight">updating</span> policies in your AMS or CRM</h2><div class="uui-space-xsmall"></div><div class="uui-text-size-large">Policy # X99OR-133 or TBD? This time the carrier statement is correct. Comulate will automatically ask if you'd like to update your AMSÂ with the correct policy number to improve data quality. <span><strong data-w-id="949f8104-4999-30d0-0ffc-41a220eab7f4" style="opacity:1" class="bold-text-2 underline">Try it!</strong></span></div></div><div id="w-node-e13eca13-4076-8bc1-3930-25cb2141f4ba-17db3e38" data-w-id="e13eca13-4076-8bc1-3930-25cb2141f4ba" class="uui-layout01_image-wrapper animated"><img src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/64193e8acda016c94928b420_statementstack.png" loading="lazy" width="450" alt="" class="fallingstatement l2"/><div class="statementrow sr2"><div class="statementrowvalue last">X99OR-133</div><div class="statementrowvalue last xs">DENT</div><div class="statementrowvalue">Donavan Inc.</div><div class="statementrowvalue last sm">$540.54</div></div><div class="statementrow sr1"><div class="statementrowvalue last">X89JR-433</div><div class="statementrowvalue last xs">MED</div><div class="statementrowvalue">Germane LLC</div><div class="statementrowvalue last sm">$492.23</div></div><div class="statementrow sr1"><div class="statementrowvalue last">X89JR-433</div><div class="statementrowvalue last xs">MED</div><div class="statementrowvalue">Germane LLC</div><div class="statementrowvalue last sm">$492.23</div></div><div data-is-ix2-target="1" class="lottie-animation-4" data-w-id="e13eca13-4076-8bc1-3930-25cb2141f4d7" data-animation-type="lottie" data-src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/644f1270a9415b1610741a6b_newScene%20(1).json" data-loop="0" data-direction="1" data-autoplay="0" data-renderer="svg" data-default-duration="2.6666666666666665" data-duration="0" data-loading="eager"></div><div style="opacity:0" class="policydatatable"><div id="w-node-e13eca13-4076-8bc1-3930-25cb2141f4d9-17db3e38" class="column"><div class="tablecelll header"><div class="tablecellcontent header">POLICY #</div></div><div class="tablecelll"><div style="opacity:0" class="tablecellcontent replacement">X99OR-133</div><div style="opacity:0" class="tablecellcontent replacement">X99OR-133</div><div style="opacity:0" class="tablecellcontent replacement">X99OR-133</div><div class="tablecellcontent policynumbertoupdate sr2">TBD</div></div><div class="tablecelll"><div class="tablecellcontent sr1">X89JR-485</div></div><div class="tablecelll last"><div class="tablecellcontent">X23RU-231</div></div></div><div class="column"><div class="tablecelll wide"><div class="tablecellcontent wide header">GROUPÂ NAME</div></div><div class="tablecelll wide"><div class="tablecellcontent wide sr2">Donovan Corp.</div></div><div class="tablecelll wide"><div class="tablecellcontent wide sr1">Germane Partners</div></div><div class="tablecelll wide last"><div class="tablecellcontent wide">Marvin Automotive</div></div></div><div id="w-node-e13eca13-4076-8bc1-3930-25cb2141f4f9-17db3e38" class="column hide-mobile-portrait"><div class="tablecelll top"><div class="tablecellcontent header">Line</div></div><div class="tablecelll"><div class="tablecellcontent sr2">Dental</div></div><div class="tablecelll"><div class="tablecellcontent sr1">Medical</div></div><div class="tablecelll last"><div class="tablecellcontent">Vol. Life</div></div></div><div id="w-node-e13eca13-4076-8bc1-3930-25cb2141f506-17db3e38" class="column"><div class="tablecelll norightborder"><div class="tablecellcontent header">STATUS</div></div><div class="tablecelll badge"><div class="badgecontainer"><div class="positioner"><div class="div-block-6"><div class="text-block-9">Reconciled</div></div><div class="div-block-6 unreconciled"><div class="text-block-12">Unreconciled</div></div></div></div></div><div class="tablecelll badge"><div class="badgecontainer"><div class="positioner"><div class="div-block-6"><div class="text-block-9">Reconciled</div></div><div class="div-block-6 unreconciled"><div class="text-block-12">Unreconciled</div></div></div></div></div><div class="tablecelll badge last"><div class="badgecontainer">
38<div style="-webkit-transform:translate3d(0, -20px, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0, -20px, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0, -20px, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0, -20px, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0)" class="positioner"><div class="div-block-6 unreconciled"><div class="text-block-13">Unreconciled</div></div></div></div></div></div></div><div style="opacity:0" class="policydatatable"><div id="w-node-e13eca13-4076-8bc1-3930-25cb2141f515-17db3e38" class="column"><div class="tablecelll header"><div class="tablecellcontent header">POLICY #</div></div><div class="tablecelll"><div style="opacity:0" class="tablecellcontent replacement">X99OR-133</div><div class="tablecellcontent policynumbertoupdate sr2">TBD</div></div><div class="tablecelll"><div class="tablecellcontent sr1">X89JR-485</div></div><div class="tablecelll last"><div class="tablecellcontent">X23RU-231</div></div></div><div class="column"><div class="tablecelll wide"><div class="tablecellcontent wide header">GROUPÂ NAME</div></div><div class="tablecelll wide"><div class="tablecellcontent wide sr2">Donovan Corp.</div></div><div class="tablecelll wide"><div class="tablecellcontent wide sr1">Germane Partners</div></div><div class="tablecelll wide last"><div class="tablecellcontent wide">Marvin Automotive</div></div></div><div id="w-node-e13eca13-4076-8bc1-3930-25cb2141f535-17db3e38" class="column hide-mobile-portrait"><div class="tablecelll top"><div class="tablecellcontent header">Line</div></div><div class="tablecelll"><div class="tablecellcontent sr2">Dental</div></div><div class="tablecelll"><div class="tablecellcontent sr1">Medical</div></div><div class="tablecelll last"><div class="tablecellcontent">Vol. Life</div></div></div><div id="w-node-e13eca13-4076-8bc1-3930-25cb2141f542-17db3e38" class="column"><div class="tablecelll norightborder"><div class="tablecellcontent header">STATUS</div></div><div class="tablecelll badge"><div class="badgecontainer"><div class="positioner"><div class="div-block-6"><div class="text-block-9">Reconciled</div></div><div class="div-block-6 unreconciled"><div class="text-block-12">Unreconciled</div></div></div></div></div><div class="tablecelll badge"><div class="badgecontainer"><div class="positioner"><div class="div-block-6"><div class="text-block-9">Reconciled</div></div><div class="div-block-6 unreconciled"><div class="text-block-12">Unreconciled</div></div></div></div></div><div class="tablecelll badge last"><div class="badgecontainer"><div class="ignorepositioner"><div class="div-block-6 unreconciled"><div class="text-block-13">Unreconciled</div></div></div></div></div></div></div></div></div><div class="integrationsdemofooter"><div class="w-layout-grid uui-cta03_component"><div id="w-node-dcdca1da-9ad2-0313-814e-280e9576c7c2-9576c7c1" class="uui-cta03_content"><h2 class="uui-heading-large-7">Learn how the top 100 brokers automate accounting</h2><div class="uui-text-size-large-12">Schedule a product demo to see why</div><a href="/contact-us" class="uui-button max-w-md w-inline-block"><div>Request a demo</div></a></div><div id="w-node-dcdca1da-9ad2-0313-814e-280e9576c7d8-9576c7c1" class="w-layout-grid footerpeoplegrid"><div id="w-node-dcdca1da-9ad2-0313-814e-280e9576c7d9-9576c7c1" class="div-block-31"><img src="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/662c8dfbb09babfb887d8dda_crew.png" loading="lazy" sizes="100vw" height="Auto" alt="" srcset="https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/662c8dfbb09babfb887d8dda_crew-p-500.png 500w, https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/662c8dfbb09babfb887d8dda_crew-p-800.png 800w, https://cdn.prod.website-files.com/626b2dfe50184935a53a6ab0/662c8dfbb09babfb887d8dda_crew.png 867w" class="image-22"/></div><div class="footergridcell"></div><div class="footergridcell leftborder"></div><div class="footergridcell top"></div><div class="footergridcell gradient"></div><div class="footergridcell top"></div><div class="footergridcell"></div></div></div></div></div></div>
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