Commission Statement Processing Built for EHIB Brokerages

CSCapture combines AI-powered data extraction, exception resolution workflows, audit tracking, and financial reporting into one operational platform designed specially for Employee Health Insurance Benefits brokers.
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AI-Powered Statement Processing
Upload PDFs, Excel files, CSV exports, or scanned commission statements. CSCapture automatically extracts and structures commission data — even from inconsistent carrier formats and low-quality scans.
  • PDFs, Excel, CSV, and scan support
  • Automatic data extraction
  • AI-assisted recognition improvements
  • Multi-carrier processing
  • Reduced manual entry
Built-in Exception Resolution
CSCapture automatically flags missing, duplicate, or inconsistent commission data so your team can review and resolve issues before they impact reporting.
  • Missing data detection
  • Duplicate identification
  • Review queues
  • Workflow assignments
  • Notes and annotations
  • Audit history tracking
Cnsolidated Financial Visibility
Track commissions across carriers, agencies, brokers, sub-agents, coverage types, and payment periods through centralized reporting and drill-down analytics.
  • Carrier-level reporting
  • Agent and sub-agent visibility
  • Historical trend analysis
  • Exportable financial reports
  • Monthly reconciliation support
Operational Oversight & Activity Tracking
Track who reviewed statements, resolved exceptinos, approved changes, or updated records with complete visibility across your processing workflows.
  • Activity logs
  • User tracking
  • Review history
  • Timestamped actions
  • Team accountability
Enterprise-Level Security
CSCapture includes role-based access control, encrypted communications, and secure cloud infrastructure designed to protect sensitive financial and commission data.
  • Role-based permissions
  • Secure cloud storage
  • Encrypted sessions
  • Controlled access levels
  • Protected financial data
Export & Integration Ready
Export processed commission data into Excel or CSV for downstream accounting, reporting, or operational workflows.
  • Excel exports
  • CSV exports
  • Accounting preparation
  • API availability
  • Integration-ready structure
Not Generic OCR. Not Generic Automation
CSCapture was designed specifically for Employee Health Insurance Benefits brokerages and operational realities of commission statement processing.
Built for
EHIB Brokerages
Handles Real
World Complexity
Operational
Accuracy
Purpose-Built
from the Start
Experience the CSCapture Difference
See how our purpose-built platform can transform your
commission statement processing.
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