Setting up

With both apps already running as two companies.

1. Declare the link

Name the brokerage and the carrier, and how each knows the other, under Underwriting or Book, Group Links.

2. Place the contracts

Press Place contracts in the book, or leave it to the nightly job; the book now tells own-group from third-party.

3. Raise a remittance

Choose the period, read the preview, and raise the statement from the carrier's transactions.

4. Reconcile it

Work the statement like any carrier statement; every row already knows its contract.