{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/de10cf4e8dd64015bc96091ebaf82ff8\" frameborder=\"0\" width=\"1670\" height=\"1252\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1252,"width":1670,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1252,"thumbnail_width":1670,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/de10cf4e8dd64015bc96091ebaf82ff8-aa72633a24e0d3da.gif","duration":191.685,"title":"Automated Commission Reconciliation for Insurance Agencies","description":"This Loom explains RelayAI’s commission reconciliation module for reducing manual work reconciling carrier commission statements and ensuring producers are paid correctly. The workflow lets agencies configure commission settings, upload agent details, and connect their AMS book of business via integrations with Vertifor, Epic, Easylinks, and Zanatech. It uploads statements, matches policies by policy IDs to the correct producer, and handles items like MVR charges and refunds for canceled clients while scanning varied PDF layouts. The module also uses AI for fuzzy policy ID matches, including AI-assisted cases and options to train further fuzzy match examples, and outputs a monthly commission Excel sheet for review."}