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Demo
Viewing as Super admin · Owner · Chris
Process 7 of 10

Financial process

Premium, commission, reconciliation and attribution. Figures are illustrative demo values.

All processes

Today's agency

Disconnected tools
1

Download carrier statements

Portals

2

Match by hand

Excel

Weeks
3

Miss short-pays

—

Leakage
4

Pay producers late

Payroll

With Greyline

One connected flow
1

Statements ingested

2

Auto-match to policies

3

Variance flagged & disputed

4

Attribution to source

The result on your dashboard

Before vs after, and where each gain shows up
92%better on “Days to reconcile” (12 → 1)
Today's agencyWith GreylineRevenue tied to source: None → 100%92% better · Days to reconcile83% better · Commission leakage

Where you see it

financeAgency revenue · YTDRevenue live, by month.Open screen →financeCommission reconciliation12 days → 1 dayOpen screen →financeCarrier economics3–5% → <0.5% leakageOpen screen →

Days to reconcile

121

Commission leakage

3–5%<0.5%

Revenue tied to source

None100%

Who is involved

Finance

Reviews variances

Owner

Approves disputes & payouts

Human approval

Commission reconciliation loop

Policy boundCommission expectedStatement receivedAuto-matchedVariance disputedPaid & attributed
Marketing processData process