ARR (Annual Recurring Revenue)
$4,280,000
Real-Time Book Valuation Feed
Current LTM EBITDA
$1,420,000
33.1% Operating Margin
Estimated Sales Valuation
$3,479,000
Valuation at 2.45x LTM EBITDA
Unreconciled Statements
2 Pending
Point of Truth COI Triggers Active
Commission Reconciliation & COI Trigger Engine
Ingests carrier commission statements, reconciles bound premiums, and updates payment truth for COI generation
| Policy / Client | Carrier / Niche | Bound Premium | Split (Agency/Producer) | COI Status | Action |
|---|---|---|---|---|---|
| Quantum Marine Logistics #POL-99210 (Agent: S. Thelamyr) |
Travelers Maritime |
$48,500.00 | 60% / 40% $2,910 / $1,940 |
PAYMENT PENDING | |
| Apex Freight Carriers #POL-88412 (Agent: M. Rodriguez) |
Progressive Commercial Auto |
$112,000.00 | 55% / 45% $6,160 / $5,040 |
PAID & RELEASED |
COI Point of Truth Verification
Certificates of Insurance (COI) are locked and marked unissued until carrier statement clearing.
Target Policy:
#POL-99210
Carrier Remittance:
Awaiting Auto-Match
COI Generation Lock:
LOCKED (Unpaid)
Once commission is verified by the reconciliation agent, the system automatically releases the automated COI issuance trigger for insured endpoints.