When the Numbers Don’t Match, How Long Does It Take to Find Out Why?
The carrier bill says one thing.
Your enrollment data says another.
And the payroll deductions may show something different again.
Now someone has to figure out why.
For brokers and general agencies, billing discrepancies aren't just numbers on a spreadsheet. They can mean incorrect premiums, coverage issues, payroll deduction problems, and time spent comparing files line by line to find the difference.
Finding the problem shouldn't be harder than fixing it.
AEZ Bill & Pay is designed to make reconciliation easier by using AI to compare the information that should match—and identifying where it doesn't.
For carrier list bill reconciliation, AEZ can compare a carrier-generated bill against a corresponding bill created from enrollment data. The system can identify discrepancies in areas such as premiums, coverage tiers, and policy volumes, giving your team a clearer picture of where corrective action may be needed.
AEZ can also reconcile enrollment-based billing against actual payroll deductions.
Instead of manually comparing separate spreadsheets and searching for differences, your team can focus on the discrepancies AEZ identifies and determine whether the correction needs to happen with the carrier, in the enrollment system, or within payroll.
That means less time looking for problems and more time solving them.
It also gives brokers and GAs greater confidence that enrollment, billing, and payroll information are staying aligned.
Because when the numbers don't match, the most important question is why. AEZ Bill & Pay helps you get to that answer faster.
Want to learn more? Contact agencyEZ to see how AEZ Bill & Pay can simplify billing reconciliation.
