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Brokers & administrators

Close the month in half the time, and stay bankable.

For the broker or administrator running 5 to 50 heterogeneous books and 5,000 to 50,000 active main policies, closing by hand against a PAS and an insurer’s accepted/rejected output.

Every book, mapped

Excel, PAS exports and payment files reconciled with schema drift and rejects kept — not dropped.

Every exception, owned

Expected against settled against allocated, each gap raised with its reason and assigned under maker-checker.

Neutral to any underwriter

A source-graded, portable book you can move between administrators without unwinding a thing.

What stays yours

The boundary is explicit.

Pactessa reconciles and evidences; it does not decide a claim, move money or confirm cover the administrator has not confirmed. Your authority references, your partner relationships and your regulatory licence stay yours — Pactessa makes them legible, not held.

Next step

Start with three books.

A paid diagnostic measures your close today; a three-book pilot proves the improvement on real data before any wider rollout.