Turn your Carrier Statements into beautiful data.
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.
Use our reports, hook up to your own business intelligence tool, or let us help you build custom reports.
The choice is yours.
CSV, Excel, Excel 97, PDF, Scanned Images, there's nothing we can't handle.
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.
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.
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.
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.