Key Features Purpose-built for EHIB brokers:
AI-Powered Commission Statement Extraction
Automatically extract structured data from PDFs, Excel, CSV, and scanned documents - even poor quality scans. CSCapture learns and adapts over time to further improve accuracy and reduce the need for manual corrections.
Smart Exception Handling & Resolution
Built-in workflows flag missing, duplicate, or inconsistent data. Assign review tasks, annotate commission statements, and resolve discrepancies with full visibility.
Drill-Down Analytics
Filter commission statements data by carrier, agent, sub-agent, line of coverage, or time period. Visualize patterns and actionable insights to make better decisions.
Task Automation, Review, and Activity Tracking
Keep your team aligned. See who reviewed what and when. Monitor exception resolution progress with full audit trails and timestamps.
Users Roles, Permissions, and Access Control
Define access by role - Admin, Finance, Operations, or Management. Restrict sensitive data to only those who need it.
Enterprise-Level Security
Secure cloud storage, role-based access control, encryption of all data communication sessions. Your data stays protected at all times.
Data Export & Integration Ready
Download reports instantly in Excel or CSV. Prepare data for import into common accounting software, CRMs, or internal systems. APIs available upon request.
Monthly Commission Statements Organizer
Easily navigate incoming carrier commission statements by month, carrier, or payment cycle. Never lose track of when data is received or reviewed.