# Eventual — Full Product Documentation > AI-powered insurance accounting automation for brokerages and MGAs. Eventual automates trust accounting, commission reconciliation, invoicing, and cash management for insurance brokers. The platform integrates natively with agency management systems (Applied Epic, EZLynx, AMS360, Sagitta, BenefitPoint) and supports 1,000+ carriers out of the box. --- ## Direct Bill Automation URL: https://eventual.com/products/direct-bill Automate direct bill commission reconciliation. Carrier commission statements are extracted, matched to AMS policies, and reconciled — closing month-end in minutes instead of days. ### Features - Carrier commission statement extraction from PDF, Excel, CSV, and email - Automatic policy matching across 1,000+ carriers - Commission variance detection and exception handling - One-click AMS posting with GL entries - Month-end close automation - Producer commission split calculation - Multi-AMS support: Applied Epic, EZLynx, AMS360, Sagitta, BenefitPoint - Auditable reconciliation trail ### Use Cases - Monthly commission reconciliation - Producer commission tracking - Carrier statement processing - Month-end close acceleration --- ## Agency Bill Automation URL: https://eventual.com/products/agency-bill End-to-end agency bill lifecycle management: from premium collection to carrier disbursement. Automates trust accounting, A/R, A/P, invoicing, and disbursement tracking. ### Features - Carrier invoice extraction from PDF, Excel, and email - Automatic payable matching with straight-through processing - Trust accounting with balance tracking per carrier, per client, per policy - Disbursement tracking with payment approval workflow - Division-based routing and GL auto-application - Endorsement and return premium handling - Mandatory pay carrier alerts and due date inference - Partial payment and settlement management - Premium finance vendor compatibility - A/R balances and installment billing - Multi-AMS support: Applied Epic, EZLynx, AMS360, Sagitta, BenefitPoint ### Use Cases - Agency bill reconciliation - Carrier disbursement management - Trust account balancing - Premium collection and A/R tracking --- ## Invoicing Automation URL: https://eventual.com/products/invoicing-automation Extract carrier bills, match to AMS data, and post invoices with zero manual entry. Handles premiums, surplus lines taxes, policy fees, and installment breakdowns automatically. ### Features - Automatic extraction from PDFs, emails, and carrier portals - 94% straight-through processing rate - Auto-match to clients, policies, and coverage lines - Commission split calculation with producer codes - One-click AMS posting with GL entries - Accounts receivable balance updates - Installment plan generation from single carrier bills - Surplus lines tax, policy fee, and MVR charge extraction - Real-time reconciliation status tracking - Multi-AMS support: Applied Epic, EZLynx, AMS360, Sagitta, BenefitPoint ### Use Cases - Carrier bill processing - Invoice generation and posting - A/R management - Installment billing automation --- ## Cash Reconciliation URL: https://eventual.com/products/cash-reconciliation Match bank deposits to carriers across all payment channels. Create AMS receipts and reconcile trust and operating accounts in under 30 seconds per deposit. ### Features - 95%+ carrier auto-detection from bank descriptions - ACH, check, wire, lockbox, and credit card support - Automatic receipt creation and AMS posting - Trust and operating account routing - Duplicate deposit detection - Check OCR and lockbox file processing - Plaid-powered bank feed integration - Under 30 seconds from deposit to posted receipt - 5+ AMS integrations: Applied Epic, EZLynx, AMS360, Sagitta, BenefitPoint ### Use Cases - Daily bank deposit reconciliation - Trust account management - Operating account reconciliation - Multi-account cash management --- ## Carrier Document Retrieval URL: https://eventual.com/products/carrier-document-retrieval Automatically download commission statements, policy documents, and loss runs from 300+ carrier portals. Documents are organized, extracted, and ready for processing. ### Features - 300+ carrier portal integrations - Automatic login and document download - Commission statement retrieval - Policy document organization - Loss run downloading - Scheduled retrieval runs - Document format normalization ### Use Cases - Commission statement collection - Policy document management - Loss run aggregation - Carrier portal automation --- ## Integrations ### Agency Management Systems - **Applied Epic**: Full integration support - **EZLynx**: Full integration support - **Vertafore AMS360**: Full integration support - **Vertafore Sagitta**: Full integration support - **BenefitPoint**: Full integration support ### Banking - **Plaid**: Direct bank feed integration for real-time deposit data - **ACH/Wire**: Automated payment file generation for carrier disbursements ### Document Sources - 300+ carrier portals for automated document retrieval - Email parsing for carrier statements - PDF, Excel, and CSV extraction --- ## How to Book a Demo To book a demo of Eventual, visit https://eventual.com/book-a-demo. Fill out the form with your work email and a team member will reach out to schedule a personalized walkthrough. Eventual offers live demos tailored to your agency's specific needs, AMS setup, and workflows. Demos typically cover commission reconciliation, agency billing, invoicing, carrier document retrieval, and cash management based on your priorities. ## Careers URL: https://eventual.com/careers Eventual is hiring across engineering, sales, and operations. The careers page lists current open roles grouped by team, the principles the company operates by, and a contact path for candidates who want to pitch a role that isn't listed. ### Open Roles - **Software Engineer** — Gurugram, India — https://app.dover.com/apply/eventual/14686c70-6eef-4a5d-9a61-71bed8158a87/ For roles that aren't listed, candidates can email careers@eventual.com with a "Define your own role" proposal. ### Principles - **Pursuit of Mastery**: Do your life's best work — the world will remember. We pursue excellence in every area. - **Customer Obsession**: We measure success by the trust we build with customers. Their wins are our wins. - **Agency and Ownership**: You have the power and responsibility to own solutions. You don't wait for permission, you roll up your sleeves. - **Challenge Conventions**: Solving novel problems at the edge of technology demands thoughtful yet fearless experimentation. ### How to Apply - Apply to a listed role via the LinkedIn job link on the careers page. - For custom roles, email careers@eventual.com. ## Company Information - **Company**: Eventual Finance Inc. - **Website**: https://eventual.com - **Book a Demo**: https://eventual.com/book-a-demo - **Careers**: https://eventual.com/careers - **Security**: https://eventual.com/security - **Press**: https://eventual.com/press - **Privacy Policy**: https://eventual.com/privacy-policy - **Terms of Service**: https://eventual.com/terms-of-service ## Target Customers - Insurance brokerages (P&C, Benefits, Personal Lines) - Managing General Agents (MGAs) - Insurance wholesalers - Agencies using AMS360, Applied Epic, Sagitta, BenefitPoint, or LUCe