Carrier SFTP feeds
The flagship integration is carrier SFTP. You provide a carrier’s SFTP credentials once, and a scheduled worker downloads each book-of-business and commission file, maps its columns, normalizes the values, matches rows to agents by NPN, and loads the result into your book of business reporting.
Every carrier delivers a slightly different layout, so new or changed formats are handled with AI-assisted column mapping: you confirm the suggested mapping once, and subsequent pulls run on their own.
- ✓ Scheduled downloads per carrier over SFTP
- ✓ AI-assisted column mapping for new layouts
- ✓ Deduped loads so a re-run never double-counts
Storage, email, and billing
Around the carrier pipeline, AgencyGrid connects to the services that make a SaaS run. File artifacts and generated exports are stored in Cloudflare R2. Transactional email (invitations, notifications, and reports) is sent through Resend. Subscription billing runs on Stripe.
These are managed connections: you don’t wire them up yourself, and credentials for them stay in deployment configuration, never in your book of business.
- ✓ Cloudflare R2 for file and export storage
- ✓ Resend for transactional and report email
- ✓ Stripe for subscription billing
CSV import and export
Not every carrier or downstream system speaks SFTP. For those, AgencyGrid supports CSV import and export alongside commission statement automation: bring a book or commission file in as a one-off, or hand a clean payout or dispute list off to payroll or a carrier. The same AI-assisted mapping that powers SFTP ingestion applies to imported CSVs, so unfamiliar column layouts are handled the same way.