Installments and delinquency Installment plans, dunning, cancel for non-pay, and reinstatement rules. | Unsupported Installments and delinquency: not positioned as core on avalara.com for typical P&C paths, or unknown—verify. Market‑map placeholder only—treat support level as unverified until researched. | Native Installments and delinquency: positioned as native or first‑class on csgi.com. Market‑map placeholder only—treat support level as unverified until researched. |
Commissions and agency payables Commission splits, chargebacks, agency statements, and producer remittance. | Partial Commissions and agency payables: often partial, partner‑mediated, or LOB‑specific—confirm on avalara.com. Market‑map placeholder only—treat support level as unverified until researched. | Native Commissions and agency payables: positioned as native or first‑class on csgi.com. Market‑map placeholder only—treat support level as unverified until researched. |
GL and subledger reconciliation Cash application, suspense, and tie-out to finance cores. | Native GL and subledger reconciliation: positioned as native or first‑class on avalara.com. Market‑map placeholder only—treat support level as unverified until researched. | Unsupported GL and subledger reconciliation: not positioned as core on csgi.com for typical P&C paths, or unknown—verify. Market‑map placeholder only—treat support level as unverified until researched. |
Payment rails diversity ACH, card lockbox, portal pay, IVR, and PCI-scoped pathways. | Native Payment rails diversity: positioned as native or first‑class on avalara.com. Market‑map placeholder only—treat support level as unverified until researched. | Native Payment rails diversity: positioned as native or first‑class on csgi.com. Market‑map placeholder only—treat support level as unverified until researched. |
Taxes, fees, and regulatory charges Surplus lines tax, stamping fees, motor vehicle, and jurisdiction tables. | Unsupported Taxes, fees, and regulatory charges: not positioned as core on avalara.com for typical P&C paths, or unknown—verify. Market‑map placeholder only—treat support level as unverified until researched. | Partial Taxes, fees, and regulatory charges: often partial, partner‑mediated, or LOB‑specific—confirm on csgi.com. Market‑map placeholder only—treat support level as unverified until researched. |
Non-premium receivables Assessments, memberships, inspection fees, and pass-through charges. | Native Non-premium receivables: positioned as native or first‑class on avalara.com. Market‑map placeholder only—treat support level as unverified until researched. | Native Non-premium receivables: positioned as native or first‑class on csgi.com. Market‑map placeholder only—treat support level as unverified until researched. |
Refund and cancellation mathematics Pro rata, short rate, flat cancel, and audit-friendly refund ledgers. | Native Refund and cancellation mathematics: positioned as native or first‑class on avalara.com. Market‑map placeholder only—treat support level as unverified until researched. | Native Refund and cancellation mathematics: positioned as native or first‑class on csgi.com. Market‑map placeholder only—treat support level as unverified until researched. |
Links to policy, claims, and finance Tight joins to policy lifecycle, claims payments, and finance close. | Native Links to policy, claims, and finance: positioned as native or first‑class on avalara.com. Market‑map placeholder only—treat support level as unverified until researched. | Partial Links to policy, claims, and finance: often partial, partner‑mediated, or LOB‑specific—confirm on csgi.com. Market‑map placeholder only—treat support level as unverified until researched. |