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