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Empowering Brokers with Cutting-Edge AI & Automation Solutions

Automate your workflows, eliminate manual tasks, and maximize efficiency with Carrier Connect AI built specifically for brokers, agencies, and general agents seeking to optimize operations and drive profitability.

End-to-End Automation Solutions

Our suite of tools securely logs in to each carrier portal daily, downloads new commission, renewals, or book of business statements, renames the files, converts them into AMS-ready formats, and organizes them to your preferred cloud storage or system—no manual steps required.

Fully automates logging into carriers, downloading statements, and converting files into your preferred or AMS-ready format.

Automatically categorizes, renames, and routes whole documents or specific pages to the right folders. Generates summaries and extract key data instantly.

Instantly captures new renewals from carrier portals, organizes them in your AMS or cloud storage, and provides custom summaries and alerts.

Compares enrollment records against carrier invoices, identifies discrepancies, and preserves audit history for accuracy and compliance.

Daily downloads of your book of business from every carrier to keep an up-to-date policy listing, detect changes in status immediately, and populate your AMS or CRM.

Seamless Integrations That Fit Your Workflow

Connect Carrier Connect AI with your AMS, CRM, storage, security, and banking tools in minutes. Our platform integrates with the most popular systems to fit seamlessly into your existing workflow.

AMS & CRM

Easily sync policy and client data with your core systems including AgencyBloc, BenefitPoint, and NextAgency

Cloud Storage

Save and organize documents securely in your preferred storage provider like Dropbox, Google Drive, or OneDrive

Password Managers

Securely connect to carrier portals with trusted password managers like Keeper and LastPass

Banking & Payments

Connect with 12,000+ banks to automatically reconcile deposits against carrier statements

Why Choose Carrier Connect AI?

With decades of broker experience and cutting-edge AI, Carrier Connect modernizes commission management with continuous improvements and new features. Clients can count on a process that evolves with the latest technology and scales with their growth.

Save Hours

Automate downloads, conversions, and uploads with 800+ carrier automations — giving brokers more time to deliver better service and focus on what matters most.

Improve Accuracy

Don't risk missed commissions, lost files, or incorrect conversions. Eliminate manual errors with automation and ensure every statement is consistent, reconciled, and AMS-ready.

Easy Integration

Carrier Connect integrates with the most popular cloud storage, password manager, and AMS platforms — fitting seamlessly into your existing workflow.

Choose Your Plan

Compare our plans and choose the best fit for your agency's automation journey. From basic automation to enterprise solutions, we have options to match your needs and scale with your growth.

Basic

$149/month

$3 per statement (Min. 30 statements)

  • Automated statement downloads
  • Full ledger access
  • Keeper password manager license included
  • Cloud storage integration
  • AMS integration and mapping

Business

$199/month

$4 per statement (Min. 50 statements)

  • Everything in Basic, plus:
  • Bank integration
  • Automated deposit reconciliation
  • AMS product mapping
  • Transform AI capabilities

Enterprise

Custom Pricing

Solutions for large-scale operations

Custom development options

Dedicated account manager

White-glove onboarding & training

Proactive monitoring & troubleshooting

Custom mapping support

Upgrades

Add specialized features as needed

Not sure where to start?

We provide a complimentary analysis to uncover automation opportunities across your operations — with no obligation.

End-to-End Statement Automation with Fetch

Fetch simplifies commissions from downloading carrier statements to AMS-ready uploads without the manual work.

Retrieve Statements

Daily downloads of new commission statements from 800+ carriers with Intelligent file naming and organized in cloud storage platform.

Convert & Format

Convert PDFs to clean Excel, apply carrier-specific rules, and convert into AMS-ready format instantly.

Integrate into AMS

Send mapped statements directly into AgencyBloc, BenefitPoint, BenefitMall, NextAgency, and additional AMS platforms.

Tools and features:

  • Connect with 12,000+ banks via PLAID to automatically reconcile deposits with carrier statements.
  • AI Transform for custom field mapping and output formatting.
  • Workflows for processing statements delivered by email or physical mail.
  • Support for detecting and converting scanned documents, PDF, XLSX, and CSV files.

Intelligent Document Automation with Fyls AI

Insurance-focused intelligent document management that processes, organizes and summarizes all your documents.

Organize Documents

Automatically categorize, rename, and file documents in consistent folder paths without opening a file.

Summarize Files

Generate quick summaries and extract key data without opening files.

Integrate with Systems

Seamlessly connect with AMS, DMS, CRM and cloud storage providers.

Advanced Detection and Routing

Automatically extract key data from any file type. Classify entire documents or individual pages and route them to the right folders or AMS fields.

Renewal Automation with Renew

Automate downloading your renewals from carrier portals as soon as they are available. Customized summaries and alerts using Carrier Connect’s Ai capabilities.

Retrieve Renewals

Automatically download newly posted renewals from carrier portals the moment they appear.

Summaries & Alerts

Generate custom summaries, dashboards, and notifications powered by Carrier Connect AI.

Easy Delivery

Instantly route renewals to your AMS or cloud storage platform with zero manual steps.

Reconciliation Automation with Recon

Automate reconciling your clients’ enrollment to the actual carrier invoices. An extremely valuable function to add to your services without increasing resources.

Reconcile Documents

Automatically compare client enrollment data against carrier invoices.

Flag Variances

Quickly highlight discrepancies and validate invoice accuracy before paying carriers.

Audit & Track

Maintain a history of reconciliations and approvals for compliance.

Book of Business Automation with BoB

Daily downloads of your book of business from every carrier to keep an up-to-date policy listing, detect changes in status immediately, and populate your AMS or CRM.

Daily Retrieval

Automatically download books of business from every carrier portal.

Change Alerts

Stay up-to-date on policy list across groups and lines. Detect changes immediately.

Sync to AMS/CRM

Push structured policy data directly into your AMS or CRM for seamless updates.

Frequently Asked Questions (FAQs)

Everything You Need to Know About Carrier Connect AI - Features, Security, Pricing & More.

What is Carrier Connect AI?

Carrier Connect AI automates carrier portal tasks for brokers, agencies, and general agents—such as downloading commission statements, renewals, and book of business reports—eliminating manual work and ensuring accurate, on-time delivery.

How does Carrier Connect AI work?

Our automation securely logs in to each carrier portal daily, detects new statements or renewals, downloads and renames the files, converts them into AMS-ready formats, and delivers them to your preferred cloud storage or system—no manual steps required.

Which carriers are supported?

Carrier Connect AI supports 850+ carriers across medical, ancillary, and P&C lines. If your carrier isn’t yet supported, our team can quickly build a new bot for it.

What systems does it integrate with?

We integrate with leading:
- Agency Management Systems - (AgencyBloc, BenefitPoint, NextAgency, etc.)
- Customer Relationship Management Systems - (HubSpot, Zoho, Salesforce, etc.)
- Cloud Storage Platforms (Google Drive, SharePoint, Dropbox, Egnyte, OneDrive)
- Password Management Systems (Keeper, LastPass, Bitwarden, 1Password)
- Banking Software for deposit reconciliation (Plaid - 12,000+ banks)

Can you download deposits from my bank?

Yes. We integrate with over 12,000 banks to help reconcile carrier statements to deposits.

How secure is Carrier Connect AI?

All data is encrypted in transit (TLS 1.2/1.3) and at rest (AES-256). Access is role-based with multifactor authentication. Our infrastructure is hosted on AWS and backed by SOC2, ISO, and PCI compliance certifications.

What are the main automation solutions?
  • Fetch – Commission statement downloads and AMS-ready conversion
  • Renew – Renewal document automation and alerts
  • Fyls AI – Intelligent document management and summaries
  • Recon – Carrier invoice and enrollment reconciliation
  • BoB – Book of business automation for daily policy updates

Security

At Carrier Connect, safeguarding clients' information is paramount, which is why security is integrated into every aspect of our platform. From encryption to compliance, we ensure your data stays private, protected and consistently accessible.

All data is encrypted during transit (TLS 1.2/1.3) and when stored (AES-256). Role-based access controls with multi-factor authentication contribute to a secure environment. Our infrastructure is hosted on AWS with Enterprise-grade uptime and scalability. Backed by AWS SOC2, ISO, and PCI compliance certifications. Data stored in secure, redundant locations.

Get in Touch with Carrier Connect AI

Carrier Connect AI streamlines brokerage operations with AI-powered automation for commission tracking, renewals, and reconciliation—boosting efficiency and integration.

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