compLAB
Commission reconciliation engine
Carrier commission statements never agree with what you were owed, and nobody has time to prove it.
Statements normalized into an event stream and reconciled against expected commission per CMS comp rules — chargebacks, missing months, downcoding, and true-up gaps flagged automatically, with dispute packets generated.
inteliSALES + agencySHIELD
Compliance-first sales layer
Every call, script, and mailer is a TPMO violation waiting to happen.
Sales tooling that enforces the CMS disclaimer, recording, and SOA/PTC rules before anything reaches a beneficiary — so compliance is the default, not a review step.
License tracking
Live license & RTS status
License and Ready-to-Sell status lives in a spreadsheet that’s always out of date.
Live license and RTS tracking with renewal-urgency surfacing, so you never lose a producer to an expired appointment mid-AEP.
compLAB hierarchy engine
Hierarchy-aware payout matching
Down-line splits and agency overrides are reconciled by hand, every cycle.
Hierarchy-aware payout matching that ties payments to enrollments across the down-line, with the math shown.