Across the US, ambitious brokers and agencies are running into the same wall: rapid growth, complex carrier relationships, and tighter margins are overwhelming legacy reconciliation tools and spreadsheet‑driven processes. Finance teams are buried in carrier statements, producers are frustrated by delayed or inaccurate commissions, and leadership is staring at growing buckets of unapplied cash at month‑end. In a competitive market where every basis point of margin and every day of float matters, fixing direct bill and commission reconciliation is no longer back‑office housekeeping – it is a front‑line driver of profitability and growth.
This in‑depth piece walks you through how The Baldwin Group – one of the largest independent insurance distribution firms in the US – moved off an underperforming reconciliation tool and onto an automated, scalable direct bill process in just two months, without disrupting operations. You will see how they paired Ascend’s Direct Bill Automation with ReSource Pro’s managed workflows to automatically match over 2,400 carrier commission statements a month, flag discrepancies for review, and drive 97% applied cash while cutting manual touch points. Packed with practical lessons and real metrics, it gives you a clear, actionable blueprint for modernizing your own direct bill from proof of concept to full rollout.
By downloading this resource, you will learn how to:
- Recognize when your current reconciliation setup is limiting growth and producer trust
- Automate matching for thousands of monthly carrier commission statements
- Reduce manual spreadsheets, bottlenecks, and errors that slow month‑end close
- Improve applied cash rates and drive unapplied cash to multi‑year lows
- Pair automation with managed services or existing workflows to speed time‑to‑value and reduce risk
- Execute a fast, low‑friction transition to modern direct bill – with no operational disruption
Download this resource now to see how leading brokers are fixing direct bill – and get the proven playbook to improve cash, close faster, and scale with confidence.
