Carriers don't always pay what they owe. Summit catches what's missing, down to the penny.
When a carrier underpays you, the statement won't say so. Summit will.
A working reconciliation screen. Carriers and members shown are examples.
Reconciliation-native. Not a CRM with commissions bolted on.
Every payment is measured against your contracted rate, so an underpayment surfaces as a number to chase, not something buried inside a statement no one has time to read line by line.
See exactly what each agency's book generated this cycle, and precisely what to wire: commission, override, and HRA, split cleanly, with a statement you can send.
Persistency, coverage, and the gaps worth chasing across every carrier and every downline. De-identified and encrypted, built for Medicare data from the first line of code.
Member names and Medicare numbers are tokenized the moment a file lands. The platform reconciles on tokens instead of identities.
Every connection is HTTPS and the data volume is encrypted on disk. Your book is protected end to end.
Runs on cloud infrastructure covered by a Business Associate Agreement. That is the baseline for working with PHI.
Export your book, your reconciliation, and your reports whenever you want. No lock-in on your own numbers.
Yes. Names and Medicare numbers are tokenized the moment a file lands, so the platform works on tokens instead of identities. Everything is encrypted in transit and at rest on infrastructure covered by a BAA.
No. Upload whatever you have whenever you have it. A week, a month, or a single statement all merge into your book. Nothing is wiped and nothing is double-counted.
Each agency is scoped to its own book while you see everything rolled up. Every downline can carry its own rate cards and reconcile against its own contract.
Yes. Each carrier reconciles against its own schedule and overrides. When you cannot get a carrier's rate card, Summit can learn the rate from your own deposits.
Upload a statement and it reconciles on the spot. The first one you load shows you where you were underpaid.
Tell us a little about your book and we'll set up a walkthrough.