What Conductor found in Cornerstone Insurance Partners’s book

32 policies · sample book, fictional agency

Commission recoverable

$5,810.00

6 discrepancies

carriers underpaid or never posted on the 2026-08 statement

Renewal premium at risk

$86,900

$10,428 of your commission

6 policies likely to lapse in 90 days

CSR hours saved / month

4.8 hrs

auto-draft · reconcile · remind

est. from renewals drafted, discrepancies caught, reminders sent

Found money

Commission you're owed

$5,810.00 across 6 policies: expected vs. what the carrier actually paid

Client	Policy	Carrier	Why	Expected	Paid	Owed
Sunbelt Logistics Inc	TRV-CA-4471	Travelers	Underpaid	$4,200.00	$3,360.00	$840.00
commercial auto:Underpaid by $840.00 vs expected $4200.00.
Copperfield Restaurant Group LLC	HTF-BOP-2290	The Hartford	Underpaid	$2,310.00	$1,650.00	$660.00
Ridgeline Manufacturing LLC	CHB-CP-8801	Chubb	Never posted	$2,160.00	$0.00	$2,160.00
Alameda Craft Brewing LLC	NAT-GL-1157	Nationwide	Never posted	$900.00	$0.00	$900.00
Harborview Properties LLC	LM-CP-6642	Liberty Mutual	Wrong premium	$1,820.00	$1,170.00	$650.00
Sunbelt Logistics Inc	PGR-CA-3318	Progressive Commercial	Rate mismatch	$2,400.00	$1,800.00	$600.00
Total recoverable						$5,810.00

Retention

ranked by likelihood to lapse, draft outreach in one click

Marcus DelgadoCritical
personal auto · Progressive Commercial · expires in 12d · No activity on record
$1,850
$222 comm.
Priya NairCritical
homeowners · Nationwide · expires in 17d · No activity in 131 days
$2,650
$318 comm.
Alameda Craft Brewing LLCCritical
commercial property · Chubb · expires in 32d · No activity on record
$26,500
$3,180 comm.
Gregory & Lena WhitfieldCritical
umbrella · Progressive Commercial · expires in 46d · No activity on record
$900
$108 comm.
Harborview Properties LLCCritical
commercial property · Liberty Mutual · expires in 24d · No activity in 149 days
$34,000
$4,080 comm.
Sunbelt Logistics IncHigh
workers compensation · The Hartford · expires in 40d · No activity in 109 days
$21,000
$2,520 comm.
Marcus DelgadoMedium
homeowners · Nationwide · expires in 78d · No renewal quote started
$3,100
$372 comm.
Copperfield Restaurant Group LLCMedium
business owners policy · The Hartford · expires in 68d · No renewal quote started
$12,800
$1,536 comm.

Ask your book

Under the hood

the connectors and Temporal workflows behind the numbers above (simulated runs on this demo host)

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	Status	Result	Started
Renewal Workflow run-1041	Needs approval	63 reminders · awaiting sign-off	just now
Commission Reconciliation run-1040	Completed	214 matched · 6 missing · $3,184.52 variance	22m ago
Carrier Download run-1039	Completed	128 written · 4 exceptions	46m ago
Renewal Workflow run-1038	Completed	18 reminders · 15 renewed	1h ago
Commission Reconciliation run-1037	Completed	402 matched · 11 missing · $5,921.18 variance	2h ago
Carrier Download run-1036	Failed	0 written · 1 exceptions	3h ago
Renewal Workflow run-1035	Completed	57 reminders · 51 renewed	4h ago
Carrier Download run-1034	Completed	44 written · 1 exceptions	5h ago

live