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Turn your Carrier Statements into beautiful data.
Automatically.
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Step 1: Take your statements, exactly how you receive them from the Carrier, and drop them in our folder.
Step 2: Sit back and watch.
Use our reports, hook up to your own business intelligence tool, or let us help you build custom reports.
Our custom column feature allows you to group your line items by any value you might need.
Team, downline, office, location, marketing campaign - you name it!
This powerful feature allows you to group your statements by values that aren't even on the statements.
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CSV, Excel, Excel 97, PDF, Scanned Images, there's nothing we can't handle.
You can visualize custom columns as an extra column that gets added to each line item in your carrier statement.
Using an easy and simple interface, you can define rules for what values those custom columns will take and what options they are able to be set to.
Example: If the agent is "SCHAEFFER, RICH", then "Team Name" will be set to "Team 1" and "Location" will be set to "New York."
It depends on how many carriers we're setting up and the complexity of those documents.
Typically, we would average 1-2 weeks for every 50 Carrier Streams.
Typically, new data will be visible in your reports nearly instantly after dropping it into your folder. Larger statements (100,000+ line items) with lots of custom columns can take as long as five minutes. Stateable will notify you when large files are completed.
Custom columns are the best way to "Add" on information to your statements.
For example, if you want to group your Sales Agents by Region, Hierarchy, Team Leader, or any other dimension, you can easily create new data points to pivot on and assign these agents to those categories. That way, we can include information and group by categories that aren't necessarily on the statements themselves.
When new statements are loaded in, any custom columns will be automatically updated based on existing data.
You can use a custom column to to merge these values together.
Example: "SCHAEFFER, RICHARD" and "RICHARD SCHAEFFER", "RICH SCHAEFF", and "100021" (Agent ID) will all be grouped together and considered as one agent: "Richard Schaeffer".
Whenever a new statement is uploaded with any of these values for Writing Agent, it will automatically add a column "Agent" set to "Richard Schaeffer".
We understand that many larger agencies have a lot of internal data structure.
There are many options, including but not limited to:
1. Direct access to hosted, single tenant database
2. GraphQL endpoint for individual queries
3. Scheduled On-Premise replication
4. API endpoints for automated uploads
Yes!
We integrate directly with Dropbox, where you can drop in your statements to load into Stateable.
We also have API endpoints for developers to send the files directly.
Yes!
There are many options, including but not limited to:
1. Direct connection to hosted, single tenant database
2. GraphQL API endpoint for individual queries
3. Scheduled On-Premise replication
During onboarding, we will work with you to build BI reports per your specification.
Yes!
Any BI tool will work as long as it is compatible with one of these data sources:
1) GraphQL
2) REST API
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