Manual accounting slows the cash flow your agency has earned – and taxes your cost structure

Billing starts from the carrier document, so when invoices go out days after binding, every one of those days is money earned but not collected. Most carriers put statements behind a portal login, which means more hours lost each week to collecting, processing, and reconciling transactions – or to costly outsourcing and third-party tools that add complexity instead of removing it. Financial AI automation in Epic Conductor now handles the billing-to-reconciliation lifecycle, taking out the retrieval, rekeying, and reconciling minutiae at the policy line level, so you can run a leaner team while making sure you get paid on time.