CSCapture goes beyond automation – offering a full suite of features to streamline commission statement processing, error resolution, and financial oversight.
Key Features:
AI-Driven Commission Statements Processing – Extracts and organizes data from multiple carrier formats
Error and Exception Handling – Built-in workflows to manage special cases, errors, and corrections
Task and Activity Tracking – Assign and monitor tasks related to commission statements processing errors and exception cases on client accounts
Financial and Activity Dashboards – Granular insights into performance and revenues, and brokerage performance
User and Admin Controls – Custom views for agents/producers, administrators, and brokerage owners