AI-Powered Commission Statements Processing (Live)

Smaller EHIB brokerages struggle with predominantly manual, time consuming commission statements processing. CSCapture automates this process using AI to extract, reconcile, and consolidate commission statements data from multiple carriers – eliminating manual errors, saving time, and improving financial insights.

Problem It Solves

Brokers receive commission statements in various carriers specific file formats (PDF, XSLX, CSV files, or even print format), with carrier exclusive data layout, data arrangements, and often inconsistent structures and data quality as industry standard does not exists.

Core Features

• AI-driven OCR + document parsing for structured/unstructured inputs
• Normalization of output data across carriers
• Manual approval workflows for edge cases
• Consolidated reporting for commissions, projections, and trends
• Error handling workflows
• Exception handling and special case management
• Task and activity tracking
• Dashboard views for users, admins, and owners

Why CSCapture

• Automated Accuracy - AI extracts and organizes data across multiple carriers' data formats and file formats (PDF, Excel, CSV) elimiating manual errors.
• Built-In Error Handling and Exception Management - Discrepancies and errors are quickly identified and flagged with built-in workflows.
• On-Demand Reporting - Consolidated data can be accessed in real-time with Financial and Operational Dashboards for better decision-making and cash flow forecasting.
• Time Savings - Time dedicated to Commission Statements processing can be reduced by up to 90%, freeing your team for higher-value tasks.
• Cost Savings - Lower operational costs by reducing the need for dedicated manual resources.
• Designed for Brokers of all Sizes - CSCapture is a solution that was created from the ground up and it was built to scale with their buiness.

Learn more, and sign up for the free 2-month trial @ CSCapture.com

With the focus solely on the Employee Health Insurance Benefits enrollment process

e2eScheduler takes head-on a complex and vital aspect of brokerage operations. Where a much more intricate Outbound e2eScheduler is designed to assist brokerages during the busiest time in the enrollment process (typically 4 to 5 months in a calendar year), the newly developed Inbound e2eScheduler is designed to assist them in managing their clients’ enrollment throughout the year.

Problem It Solves

Many EHIB brokerages rely on outdated tools (e.g. spreadsheets, email coordination) for managing employee enrollments call, coach assignments, and scheduling, which creates adminstrative chaos, low utilization rates, and bottlenecks especially during peak enrollment periods. This forces majority of small to medium-sized brokerages to utilize costly services of Benefit enrollment companies for their benefits enrollment activities.

e2eScheduler grants brokerages freedom of choice between continuing the same path or, to use an "independent", and affordable software solution created specifically for the benefit enrollment industry. With such solution engaged, brokerages can reduce their operational costs and streamline their benefit enrollment activies.

Core Features

• Project Planning tool that captures elements for planning well-coordinated enrollment for the broker’s client
• Dynamic appointment slot inventory management
• Just-in-time coach assignment (vs. static pre-assignment) - Enrollment Calendar
• Coach Portal / Desktop with real-time call delivery
• DAL (Daily Activity Log)
• Real-time call tracking and performance data capture
• Enrollee appointment booking via web/mobile or toll-free line
• Communication and education tools for enrollees
• UAT-ready phased deployment model

Why e2eScheduler?

• Outbound Model: Boosts efficiency and scalability during peak enrollment seasons
• Inbound Model: Assists brokers in managing their clients’ enrollment throughout the year
• Enhances visibility into coach performance
• Enables flexible staffing models
• Drives better enrollee engagement and satisfaction
• It streamlines brokerages benefits enrollment activites
• Dramatically reduces cost for enrollment process

(Inbound Model Coming 10/2025, Outbound Model Coming 01/2026)

To learn more about e2eScheduler development progress, to receive scheduled updates, and / or if you are interested in the e2eScheduler Pilot program please visit Contact Us Page.

All-in-One Business Management Software Suite for EHIB Brokers

A comprehensive SaaS platform designed specifically for small to medium-sized EHIB brokerages. Built on the BlueCamroo framework, BrokerAiO centralizes core business functions, automates workflows, and enhances operational efficiency – helping brokerages cut costs and focus on client success.

Problem It Solves

Smaller EHIB brokerages lack afforable, purpose-built tools that address their core operational challenges. Most existing software is designed for the large providers, or focused mainly on just a single workflow (e.g. benefits enrollment or compliance). BrokerAiO fills this massive void by offering a unified solution designed by brokers, for borkers.

BrokerAiO has been designed specifically for EHIB brokerages, and it offers them the scope and whole-business approach of a larger enterprise level system yet delivered in a much more manageable manner. This fully integrated approach makes work more efficient than cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is much more cost efficient.

Core Features

Why BrokerAiO?

• BrokerAiO is feature rich solution tailored specifically for EHIB brokers
• ONE System, designed to work as fully integrated business solution not just stitched toegether features
• As ONE System, it offers implicit data transparency, decreased data security challenges, ease of adoption, and lower up-keep costs - subscription and maintenance
• Brokers can manage their client's entire lifecycle and get 360° view of their customers from only ONE application
• Increasing efficiency helps brokerages become more competitive

(Coming 1st Quarter 2026)

To learn more about BrokerAiO development progress to receive scheduled updates, and / or if you are interested In the BrokerAiO Pilot program please visit Contact Us Page