Scout InsurTech Interview with Eventual Treasury

Eventual Treasury is a Revenue Operations Copilot for insurance brokers. They seek to supercharge your RevOps by blazing fast Carrier Statement Processing, Revenue Reconciliation, Recovery and Contextualized Intelligence. Chris Luiz sat with Broker Partnerships Lead, Rich Dern, to learn more about how Eventual Treasury is impacting the industry.

Who are Eventual Treasury’s clients?

Our clients are insurance brokers, wholesalers and agency networks.

What does your product do?

Our product solves a unique problem for insurance agencies: reconciling commission statements. We automate this process, allowing agencies to reconcile commission statements across their entire ecosystem in seconds. Our platform integrates with their AMS, banking relationships and carrier commission statements while also cleansing data to ensure consistency.

How much capital have you raised?

We are a private company and prefer to keep that information confidential.

Was the company born from within or outside the industry?

A bit of both. Our founder, Mohit Chawla, has extensive experience solving similar challenges in the banking sector, working with some of the world’s largest financial institutions. He teamed up with Emilio Figueroa, who has deep expertise in the insurance industry, and together they identified a significant gap in the agency channel—leading to the creation of Eventual Treasury.

What growth metrics have you accomplished over the last 12 months?

We’ve experienced significant growth. In October of last year, both myself and Elan Gefen joined to accelerate our expansion. Our engineering team is also growing exponentially, ensuring that we continue to enhance our product.

Within your domain, what is the current challenge that the industry is facing?

One of the biggest challenges is the insurance industry's resistance to change. Additionally, there's a major talent shortage in both insurance and accounting. Many agencies struggle with reconciling commission statements, which touch various aspects of their business—from customer records to broker relationships. By modernizing this workflow, we help agencies complete in seconds what previously took days.

How does Eventual Treasury take a unique approach to providing value?

Unlike many insurtech companies that offer a one-size-fits-all solution, we take a personalized approach. We customize our product to adapt to our client’s current processes. This relationship-driven, customer-focused model sets us apart from others in the space.

What inspired the team to start this company?

Mohit, our founder, saw a critical problem in revenue reconciliation and knew he could help organizations improve. With his deep expertise in accounting and reconciliation, he recognized an opportunity to create a transformative solution for insurance agencies.

Can you share any goals for the next 12 months?

Growth is a key priority. We aim to become the go-to name for revenue reconciliation among agents and brokers. Additionally, we are continuously learning from our customers and improving our product. Over the last few months, we’ve made significant enhancements, and we have exciting new product announcements coming soon that will further expand our impact in the accounting space for brokers..

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