RaterSpot
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RaterSpot
What we prepare before a program goes live with a new payment setup
Changing how a program gets paid touches commissions, checkout and the books all at once. Here's the order we prepare it in: test the commission change first, then walk through split payments and the books together on a call. Nothing gets switched until it's been seen working.
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RaterSpot
Who Sees a Partner's Loss Data? Access Built In From the Start
Before a carrier or program partner shares claims information, they want a straight answer to one question: who can see it? The RaterSpot partner loss run user guide answers it in a dedicated section, not a footnote. Here is why that matters and what to ask any platform before you hand over loss data.
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RaterSpot
Answering agency requests without the email chase
The partner loss run guide includes a step for answering agency requests, placed right next to the loss data. Here's why it sits there, and why keeping requests in the same place as the book cuts the back-and-forth for partners and agencies.
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RaterSpot
Getting paid at checkout: how splitting each payment at the source works
Most insurance programs collect a premium in one place and then spend days working out who is owed what. Split Pay flips that order: each payment is divided at the source, so every party's share is routed at checkout instead of reconciled later. Here is what that means and why it matters for the people quoting and binding all day.
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RaterSpot
Moving a Program's Books off QuickBooks: What Changes When the Ledger Lives with the Policy
Ledger is an idea we're working through at RaterSpot: accounting that sits next to rating and payments instead of in a separate general-purpose tool. Here's the thinking behind it, and what it could mean for the daily grind of reconciliation.
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RaterSpot
Why Commission Changes Shouldn't Mean a Month of Spreadsheet Rework
When a commission arrangement changes, most programs spend weeks re-reconciling payments by hand. Splitting payments at the source flips that: update the arrangement once, and every payment after it follows the new terms.
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RaterSpot
From Quote to Books: One Flow for Rating, Checkout and Accounting
A RaterSpot quote is where the work starts, not where it ends. Split Pay and Ledger connect that quote to the money and the books, so programs stop stitching separate payment and accounting tools together.