What are the benefits of Carrier Connect's services?
Time, money and efficiencies.
The average agent works with approximately 70 carriers. Carriers may post statements monthly or every 2 weeks. That is approximately 110 statements to download and manage. Some have schedules and some do not.
Current Process
Stop what you are doing or not do what is core to your agency.
Navigate to the carriers website
Enter your username and password
Wait for an email or text and then type in the authentication code.
Navigate to the commission section of the site
Find the most current statement(s)
Store, organize and rename the file properly in your drive.
This manual unnecessary process can average over 5 minutes per download. That's nearly 10 hours of wasted money, time and effort.
With Statement Automation, the process is not only fully automated but will provide perfectly named files and organized in monthly folders.
Converting PDF to excel as well as integrating with your existing commission management system provides additional savings and efficiencies.
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Does Carrier Connect have expertise in the employee benefits domain?
Absolutely. Our team boasts extensive experience in the employee benefits industry, ensuring we tailor our services to best meet your needs. The founder of Carrier Connect has been developing employee benefits solutions for 30 years including the ...
What is Carrier Connect?
Carrier Connect is an innovative, cutting-edge automation designed to transform the way employee benefit brokers and producers manage their commission statements. As the first automated commission statement download and integration service of its ...
Is Carrier Connect user-friendly?
Yes, we strive to make our service as user-friendly as possible. Our team is always here to help you with any queries or issues you may have during onboarding or afterward.
How can I get started with Carrier Connect?
Simply schedule a call/meeting with one of our onboarding agents to get started. Our team will guide you through the sign-up process and collect the necessary logins for automations. The link to schedule meetings is provided here. ...
Does Carrier Connect offer assistance during the onboarding process?
Yes, we pride ourselves on our hands-on onboarding process. Once you sign up, our onboarding agent will assist you every step of the way. To schedule an onboarding meeting visit https://calendly.com/kpwkpw/demo?month=2024-04