Case Study: M3 Insurance transforms direct bill processing and recovers missing revenue with Comulate

M3 Insurance cuts revenue processing time by 90% with Comulate

M3 Insurance, a top insurance broker and risk management firm, faced significant challenges with its manual direct bill revenue process. The company's finance team, led by VP Brian Donarski, struggled with time-consuming data entry, a lack of confidence in carrier payments, and low transparency. This manual system was fragile, hindered growth, and relegated revenue analysts like Kate Gabriel to processing roles instead of analytical ones.

The company implemented Comulate, a revenue automation and intelligence platform, to transform its workflow. The solution automated the end-to-end process, eliminating manual data entry and reconciliation. As a result, M3 Insurance now processes revenue up to 90% faster and has recovered significant missing revenue, including $10,000 from a single carrier in one day. Comulate empowered the team to focus on higher-value analysis, improved communication across the company, and increased both operational resilience and employee engagement.

M3 Insurance