• Administrative Portal
Perform all payment support, finance, and configuration functions within one portal.
• Reconciliation Automation
Match payment records in your policy/billing system and match bank activity with deposits/withdrawals to reconcile settlement funds automatically.
• Convenient Payment Options
Accept any payment method from anyone, anytime, anywhere. Enable policyholders to create and manage AutoPay installment plans, pay for multiple policies in one transaction, make quick payments, and combine credit cards to pay their premiums.
• Digital Wallet
Create a cohesive payment experience across all payment channels and keep track of policyholder payment methods, installment plans, communication preferences, and survey responses.
• Split Settlement Routing
Split and route single payments to multiple bank accounts for routing agency commissions, premium and loan amounts in whole life insurance policies, and more.
• Validation and Updater Services
Maintain accurate customer payment information with bank account validation (BAV), card updater service, and address verification service (AVS).
• Fully Certified and Compliant
Keep policyholders’ sensitive data safe and stored off the network with multi-step authentication, and tokenization, and comply with PCI DSS, Nacha, SOC 1 & SOC 2, HIPAA®, and ADA.
• TCPA & CAN-SPAM Compliance
Collect and manage customer communication preferences through the communication preference modal.
