Reconcile Book

Reconcile Book answers one question: has anyone dropped off your carrier's books without you being told? You upload a carrier's book of business repo...

The most common problems, what causes them, and what to do. None of the people on the file matched any of your active policies with that carrier, so i...

Reconciliation is only useful if you can act on what it finds. This article covers the actions available, how to undo them, and why the system sometim...

The History tab answers two questions: which files have I already reconciled, and what did I change as a result? Every reconciliation you've run, ne...

This article walks through reconciling a carrier file from start to results. The whole process is three steps: choose a file, confirm the carrier, rea...

This article explains what the results screen is telling you: how much of your book the file actually covers, what each group of clients means, and th...