Email or text a single checkout link with ACH, Credit/Debit Card, and Wire payment options.
No more third party payment portals - own your entire customer experience.
Manage all your endorsements in one place, using the same easy to use checkout flow.
Process refunds directly back to your customers with a click of a button.
Built right into checkout, let your customers decide how they want to pay: pay in full or financed.
Customers can easily sign the premium financing agreement (PFA) with a click of a button.
Grow your agency’s revenue with customized take-rates based on premium size.
Automatic notifications to ensure your customers pay on time.
Simplify your payables process by automatically splitting commissions from your payables.
Improve cash flow by receiving your trust payments and/or commissions within 24 hours of payments clearing.
Make reconciliation as easy as 1-2-3 by knowing the exact status of all your payables.
Keep your existing processes with integrations into your agent management systems
Integrate directly with our APIs to build solutions that work best for your existing workflows
Faster sale cycles, increased profit from financed policies, and higher conversion rates by offering payment flexibility.
No longer deal with the inefficient processes to offer premium financing to customers
No more third party payment portals - own your customer journey from end to end.
Run an agency, not a billing center. Make reconciliation and payables the easiest part of your business.