What working with CaliberPO actually looks like.

From first conversation to ongoing delivery — here's what you can expect at every stage.

It starts with 20 minutes.

The walkthrough is not a sales call. We ask you about your insurer mix, your current process, your partner structure, and your cycle timeline. By the end of the call you'll know exactly what CaliberPO's output looks like for your operation — and whether it's the right fit.

  • We map your insurer list and grid complexity
  • We show you a sample output file from a comparable operation
  • We give you a clear onboarding timeline and first-cycle date
20 minutes
No commitment.

If CaliberPO isn't right for your operation, we'll tell you straight.

Book a walkthrough

Three weeks to your first clean file.

Week 0 — Your workspace is provisioned

We register your dedicated CaliberPO domain (e.g., yournamecaliberpo.in) and provision your Google Workspace. Your environment is set up, isolated, and ready before any data touches it.

Week 1 — Data mapping

We collect your insurer list, partner structure, and a sample of previous statements. We map every format and configure your workspace.

Week 2 — Parallel run

We run a test cycle alongside your team's own calculation. You compare outputs and we resolve any discrepancies.

Week 3 — Live

First live cycle. Your team stops doing the manual work. We deliver the file.

What every cycle looks like once you're live.

You send data
→
We acknowledge
→
We process
→
We deliver
→
You pay partners
→
Repeat

Your deadline is our deadline

You tell us when payout files need to be ready. We structure the cycle around that.

You approve before anything pays

There is a human approval gate before any payment file is released. QC, senior sign-off, then accounts. Nothing moves without your authorisation.

Partners receive statements automatically

On payment confirmation, every partner receives their commission statement PDF automatically. No manual dispatch from your team.

One point of contact

You have a named contact at CaliberPO. Not a support queue. Queries are handled same cycle.

Important to know.

We are not a software tool

You don't log in. You don't configure anything. You send us data and receive output.

We are not a one-time service

CaliberPO is designed for ongoing monthly engagement. The value compounds as we learn your operation.

We are not for every broker

If you work with fewer than 5 insurers and have a simple partner structure, the overhead may not be worth it. We'll tell you that on the walkthrough call.

How pricing works.

CaliberPO is priced based on your insurer count and partner network complexity — the two factors that drive processing load. Pricing is discussed on the walkthrough call once we understand your operation. There are no surprises.