AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Comulate for Salesforce

Seamlessly integrate leading accounting automation for large brokers

Overview

Comulate for Salesforce syncs policy and financial data in realtime, unlocking integration with the leading revenue accounting automation platform for large insurance brokers.

1 of 2

  • Purpose-built end-to-end workflows for direct bill, exception management, variance tracking and more—deliver turnkey transformation for large broker accounting teams.

  • Comulate captures full transaction detail from 100% of statements—in spreadsheets, PDFs, snail mail, and emails—eliminating all data entry and spreadsheet munging.

  • Fine-tuned reconciliation algorithms match disparate carrier data to policies in an AMS. Statement recognition and auto-reconciliation combined, automate more than 90% of manual work to record direct bill revenue.

Comulate for Salesforce enables realtime policy and financial data sync to unlock seamless integration with the leading revenue accounting automation platform for large insurance brokers.

Categories

Business Needs
Finance
Accounting
Industries
Financial Services
Personas
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package