Find the Missing Money
Carrier underpayments hide in the complexity. RollSuite surfaces commission discrepancies and drives reconciliation at scale.
Trusted by leading firms
Flying Blind Costs Money
You buy cash flows. You aggregate to scale. But every acquisition compounds the data problem.
Commission Reconciliation
Carrier statements do not match your agency management system. Tracking down discrepancies across 50+ carriers and 30 agencies is impossible manually.
Policy Tracking Gaps
Renewals slip through the cracks. Policy data lives in silos. You are reactive instead of proactive on retention.
Reconciliation Friction
Your finance team spends weeks each month reconciling commissions. By the time discrepancies surface, recovery windows have closed.
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Commission Reconciliation
Automate the Match.
Automatically match carrier statements to expected commissions. Surface discrepancies instantly. Recover what you are owed.
Retention Intelligence
Save Every Policy.
Track renewal timelines, identify at-risk policies, and surface cross-sell opportunities before it is too late.
Producer Scorecards
Drive Performance.
Compare producer performance across agencies. Track new business, retention, and commission accuracy by producer.
Insurance Agency Rollups reporting, standardized and audit-ready.
RollSuite consolidates agency management system data from AMS360, Applied Epic, and Vertafore so insurance agencies can track commissions, retention, and producer performance without manual reconciliations.
- Producer scorecards and book transfer visibility across agencies.
- Policy retention and renewal performance tracking by carrier.
- Commission reconciliation with missing revenue alerts.
- Line-of-business profitability and growth trend analysis.
Designed for multi-agency portfolios seeking institutional-grade insurance reporting.
Common Questions
Can RollSuite reconcile commissions across systems?
Yes. We normalize commission data across agency management platforms and surface discrepancies and missing revenue.
How do you support Applied Epic and AMS360?
We connect via secure exports and integrations, then standardize policy, producer, and carrier data for consistent reporting.
How fast can you deploy your software across my entire platform?
We can deploy across an entire platform in 6-9 weeks without ripping and replacing existing software.
What KPIs do you support?
We support retention, commission reconciliation, producer performance, line-of-business profitability, many more, and users can define custom KPIs.
See Your Data
Stop managing a portfolio you can't see. Consolidated visibility from day one.