Comulate
Accounting automation and revenue intelligence for insurance brokers
Overview
Comulate is an accounting automation and revenue intelligence platform designed specifically for insurance brokers. Founded in 2022 by Jordan Katz, the company has rapidly grown to become a trusted partner for large insurance brokerages, automating direct bill accounting processes and eliminating manual work by up to 90%.
The platform captures transaction details from 100% of carrier statements - whether in spreadsheets, PDFs, snail mail, or email - and automatically reconciles commissions to policies. Comulate has scaled to 8-figure revenues in less than 3 years since founding, growing faster than 95% of startups.
Comulate now partners with more than fifty Top 100 insurance brokers in the U.S., including Lockton, Risk Strategies, and World Insurance Associates.
Products & Services
Direct Bill Automation
End-to-end automation of the direct bill accounting process, from statement capture to ledger posting.
Key Features
- Automated carrier statement processing (PDF, Excel, email)
- Commission reconciliation to policies
- Auto-posting to Applied Epic and other AMS systems
- 90% reduction in manual accounting work
Target Users: Accounting Teams, Finance Teams
Revenue Integrity
Automated identification of missing commissions, variance tracking, and revenue recovery.
Key Features
- Missing commission identification
- Variance detection and tracking
- Revenue recovery automation
- Compensation detail capture (PEPM, Rate, Premium, EEs)
Target Users: Finance Teams, Revenue Operations
Revenue Intelligence
Real-time forecasting and reporting for commission revenue.
Key Features
- Real-time revenue forecasting
- Variance analytics and reporting
- Carrier compensation tracking
- Revenue timing predictions
Target Users: Finance Leaders, CFOs
Cash Application
Automated cash application and carrier payables management.
Key Features
- Automated cash application
- Carrier payables management
- Payment reconciliation
- Bank integration
Target Users: Accounting Teams
At a Glance
- Founded
- 2022
- Headquarters
- San Francisco, California
- Employees
- 51-100
- Funding
- Series B
Category & Focus
- Category
- Billing & Commission
- Subcategories
- Commission Automation Revenue Intelligence Accounting Automation
- Insurance Verticals
- P&C Commercial Lines
- Target Customers
- Brokers, Agencies
Customers
- IMA Financial
- The Baldwin Group
- Hilb Group
- Lockton
- Risk Strategies
- World Insurance Associates
- Cobbs Allen/CAC
Links
Last updated: 2026-03-25