# Comulate

> Accounting automation and revenue intelligence for insurance brokers

## At a glance

| Field | Value |
| --- | --- |
| Category | Billing & Commission |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | San Francisco, California |
| Founded | 2022 |
| Stage | Growth |
| Employees | 51-100 |
| Funding | Series B |

## 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

## Category & focus

- Subcategories: Commission Automation, Revenue Intelligence, Accounting Automation
- Insurance verticals: P&C, Commercial Lines
- Target customers: Brokers, Agencies

## Notable customers

- IMA Financial
- The Baldwin Group
- Hilb Group
- Lockton
- Risk Strategies
- World Insurance Associates
- Cobbs Allen/CAC

## Links

- Website: <https://www.comulate.com>
- Directory profile: <https://insurtechlist.com/companies/comulate/>
- Linkedin: <https://www.linkedin.com/company/comulatehq>
- Crunchbase: <https://www.crunchbase.com/organization/comulate>

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*Last updated: 2026\-03\-25*