Conductor — Insurance AMS Orchestration

Agencies live

of 4 onboarded

Policies under management

16,860

across all AMS

Renewals due · 30d

214

queued for reminders

Commission variance open

$9,106

flagged for review

Runs · 24h

across 3 workflows

Orchestration

Run a workflow

Durable Temporal workflows above the agency's AMS — no data migration.

Renewal Workflow

Scan expiring policies, draft reminders, route renewals for human approval.

Commission Reconciliation

Pull carrier statements, match against expected, flag short-pays and variances.

Carrier Download

Ingest AL3/ACORD downloads, match to clients, upsert policies with audit notes.

8 shown

Run	Agency	Status	Result	Started
Renewal Workflow run-1041	Cedar Ridge Insurance Group NowCerts	Needs approval	63 reminders · awaiting sign-off	just now 8.4s
Commission Reconciliation run-1040	Harbor & Main Agency HawkSoft	Completed	214 matched · 6 missing · $3,185 variance	22m ago 15.2s
Carrier Download run-1039	Cedar Ridge Insurance Group NowCerts	Completed	128 written · 4 exceptions	46m ago 6.1s
Renewal Workflow run-1038	Summit Line Brokers NowCerts	Completed	18 reminders · 15 renewed	1h ago 5.4s
Commission Reconciliation run-1037	Cedar Ridge Insurance Group NowCerts	Completed	402 matched · 11 missing · $5,921 variance	2h ago 18.7s
Carrier Download run-1036	Harbor & Main Agency HawkSoft	Failed	0 written · 1 exceptions	3h ago 2.2s
Renewal Workflow run-1035	Cedar Ridge Insurance Group NowCerts	Completed	57 reminders · 51 renewed	4h ago 9.1s
Carrier Download run-1034	Summit Line Brokers NowCerts	Completed	44 written · 1 exceptions	5h ago 4.7s

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