Reconciliation and exception handling
The routine handled, the exceptions in front of a person
Most of the daily reconciliation in an insurance business is repetitive: the same accounts, the same brokers, the same adjustments. The value lies in the exceptions, but finding them means going through everything else first.
What it does
- 01Matches cash, premium and commission against what was expected
- 02Handles the routine cases from history and your own rules
- 03Escalates genuine exceptions with the evidence attached, instead of leaving a queue to work through
- 04Learns from corrections, so the same exception does not come back every month
What it changes
- The team sees the exceptions, not the volume
- Month end gets shorter and less dependent on one person's spreadsheet
- Unreconciled items stop ageing quietly
What you can check
Every automated match carries the rule and the history behind it, and every correction is recorded.
What it looks like
Questions
- What happens when it is unsure?
- It stops and asks. Anything below the confidence level you set goes to a person before it is posted.
- Does it change our controls?
- No. It works within your existing controls and leaves a record showing they were followed.
- How long before it is handling the routine cases?
- It starts conservatively and widens as the history builds, with you setting the pace.
Start with a conversation
The first conversation is free. We will talk through where your team’s time is going and tell you plainly whether we can help.
Last updated 14 October 2026