Turn your Carrier Statements into beautiful data.


fast and Easy

Drag and Drop

Step 1: Take your statements, exactly how you receive them from the Carrier, and drop them in our folder.

Step 2: Sit back and watch.

beautiful Data

Business Intelligence

Use our reports, hook up to your own business intelligence tool, or let us help you build custom reports.

The choice is yours.

  • Enterprise-Grade Business Intelligence
  • Cross Reference with other data
  • Instant Updates


All Carrier Statements

CSV, Excel, Excel 97, PDF, Scanned Images, there's nothing we can't handle.


Frequently asked questions

How long does Onboarding and Setup take?

It depends on how many carriers we're setting up and the complexity of those documents.

Typically, we would average 1-2 weeks for every 50 Carrier Streams.

How quickly is new data loaded in?

Typically, new data will be visible in your reports in a couple minutes after dropping it into your folder. Larger statements (1,000+ items) can take longer, but not longer than five minutes.

Carrier Statements sometimes don't have a lot of information. Am I limited to the data inside the statements?

This is important!

Every client receives a reference table and a tool to manage it.

For example, if you want to group your Sales Agents by Region, Hierarchy, Team Leader, or any other dimension, you can easily create new data points to pivot on and assign these agents to those categories. That way, we can include information and group by categories that aren't necessarily on the statements themselves.

My agents have differently formatted names on every statement. Sometimes I only have the Agent's ID. What happens with these?

Your personal reference table will be used to merge these values together.

Example:  "SCHAEFFER, RICHARD" and "RICHARD SCHAEFFER", "RICH SCHAEFF", and "100021" (Agent ID) will all be grouped together and considered as one agent.