Comulate Marks Fifty Top 100 Broker Partnerships with Launch of BALANCE Conference
SAN FRANCISCO, March 19, 2025 – Comulate’s leading accounting automation platform has reached an industry milestone in record time, now partnering with more than fifty Top 100 insurance brokers in the U.S. Building on this momentum, the company has unveiled BALANCE, a first-of-its-kind insurance accounting conference.
Comulate’s rapid adoption across insurance back offices has continued to accelerate, with recent partnerships including Lockton, Risk Strategies, and World Insurance Associates. This milestone follows Comulate’s recent $20M funding round, which included a strategic investment from Workday, the HR and finance platform trusted by many of the industry’s largest companies. The alliance further accelerates Comulate’s transformation of the insurance back office.
“As our partner community has grown, accounting teams have increasingly expressed a desire to connect and collaborate in person,” said Jordan Katz, Co-Founder and CEO of Comulate. “We noticed less of a focus on insurance accounting teams in the industry, so we created BALANCE to fill this gap, and the response has been overwhelming.”
BALANCE ’25 will take place at the Four Seasons in Denver, Colorado, from October 22 – 24th, 2025. The conference brings together leading agencies, thought leaders, and digital solutions transforming the insurance industry. Attendees will participate in breakout sessions along with curated networking activities, and will be the first to experience the latest product announcements from Comulate.
About Comulate
Comulate is the technology company leveraging AI to transform the insurance industry. Consistently chosen by large brokers, Comulate’s category-defining accounting automation platform eliminates 90%+ of manual work, creating a radically exciting future for the insurance back office.
To learn more about Comulate, visit: www.comulate.com
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