Managing fragmented carrier statements shouldn't steal hours from your week. Cloview automates the heavy lifting of ingestion, mapping, and tracking.
Export your monthly commission statements directly from your insurance carriers and drop them straight into Cloview. We accept standard formats like Excel and CSV right out of the box.
The moment your file hits our secure cloud storage, our ingestion engine scans the document structural markers to identify the layout, headers, and carrier formatting rules.
If our system recognizes the carrier layout, it bypasses all manual friction. The data is parsed instantly in the cloud, mapped to your ledger, and your calculated results are ready to audit immediately.
If our engine hits an unrecognized format, your file isn't rejected. It is routed to our concierge queue where Cloview staff manually process the file and apply the rules required to map it properly.
Once our concierge team updates the layout configurations, our platform remembers it. Further files uploaded in that same format by your agency will be processed instantly moving forward.
View comprehensive execution breakdowns instantly. Deep dive into your true earnings flow, audit revenues, track baseline policies, and manage distinct carriers from a single console.
Cloview is built inside an environment adhering strictly to HIPAA privacy standards. Your uploaded data is completely isolated, protected by modern encryption algorithms, and backed up with redundant infrastructure layers to ensure absolute security and total data confidentiality.
Get started with a 14-day free trial. Sign our platform BAA digitally inside during onboarding and upload safely.