Redbird AI connects Corebridge policy and annuity data with QuickBooks accounting. Stop manually entering commission payments, reconciling premium revenue, or exporting policy data for financial reporting. Automate the entire flow from policy management to financial records.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically post premium payments from Corebridge policies to the correct revenue accounts in QuickBooks. Redbird maps policy types to GL codes and creates income transactions with policyholder references. Ensures premium revenue is recorded immediately without manual data entry.
Generate commission invoices in QuickBooks based on policy sales and renewals tracked in Corebridge. Redbird calculates commission amounts from policy terms and creates payable records with agent details. Eliminates spreadsheet-based commission calculations and manual invoice creation.
Post distribution events from Corebridge retirement plans directly to QuickBooks as journal entries with proper account coding. Redbird identifies distribution types and applies the correct liability and cash account mappings. Maintains accurate retirement plan accounting without dual-system entry.
Trigger policy status updates in Corebridge when premium payments clear in QuickBooks banking feeds. Redbird matches payment references to policy numbers and updates payment status automatically. Keeps policy records current without manual cross-system verification.
Build consolidated reports that merge Corebridge policy metrics with QuickBooks financial statements. Redbird joins premium revenue, policy counts, and cash flow data into executive dashboards. Replaces manual report compilation from multiple system exports.
Monitor discrepancies between premium revenue recorded in Corebridge and income posted in QuickBooks. Redbird compares transaction totals by policy period and flags mismatches for review. Catches reconciliation issues before month-end close.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and QuickBooks with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands how insurance policy data from Corebridge maps to accounting workflows in QuickBooks, including premium revenue recognition, commission payables, and retirement plan liability tracking.
Redbird's AI learns the structure of Corebridge policy records, annuity contracts, and retirement plan transactions, then intelligently maps them to QuickBooks chart of accounts, customer records, and journal entries. It recognizes policy types, premium schedules, commission structures, and distribution events to create accurate accounting entries. The system handles complex mappings like annuity liability accounts, agent payable records, and policy-specific revenue codes without manual configuration.
faster than exporting Corebridge policy data and manually entering transactions into QuickBooks
Redbird can pull from Corebridge and QuickBooks simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or QuickBooks.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into QuickBooks, or from QuickBooks back into Corebridge. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any policy event in Corebridge or financial transaction in QuickBooks.
Fires when a new insurance policy or annuity contract is created in Corebridge.
Triggers when a premium payment is recorded against a policy in Corebridge.
Activates when a distribution transaction is completed for a retirement plan account.
Change the status of a policy or annuity contract in Corebridge based on external events.
Append notes or annotations to policy records for audit trail and compliance documentation.
Generate regulatory or internal compliance reports from policy and annuity data in Corebridge.
Fires when an invoice is marked as paid or payment is received in QuickBooks.
Triggers when a new expense transaction is entered or imported into QuickBooks.
Activates when a bank transaction is matched and reconciled in QuickBooks banking feeds.
Post a new journal entry to QuickBooks with account codes, amounts, and transaction references.
Create a new customer or vendor invoice in QuickBooks with line items and payment terms.
Modify customer details, payment terms, or account settings in the QuickBooks customer database.
See how Redbird AI can automate the flow between Corebridge policy data and QuickBooks accounting. Stop manually reconciling insurance revenue and start closing your books faster.