Account records that line up
Map customers, deals, owners and lifecycle events between the agreed systems. Define where each record is maintained.
Account operations · Delivered in your brand
Keep the account, invoice and payment in the same story.
Connect reviewed account details, invoice references and confirmed payment events to the systems your team uses. Give unmatched transactions and failed updates a visible path to resolution.
Your brand. Your records. Your team’s operating rules.
The work this improves
Still looking up which policy an invoice or payment belongs to?
Follow the problem you recognize to see the wider workflow, the handoffs involved and the decisions your team keeps.
01Account & finance operations
Still matching invoices and payments back to the right policy?
A payment link solves collection. Staff still connect the account, invoice, transaction and insurance record.
See how the work changes02Systems & integration
Paying for tools that still leave your team connecting the dots?
The portal, agency system, CRM and inbox each work, but the handoffs between them are still manual.
See how the work changes03Terms & policy verification
Comparing quotes and checking policies by hand?
Premiums, limits, exclusions and deductibles arrive in different documents. The issued policy adds another review.
See how the work changesWhat you get
CRM, accounting & payment workflows
A traceable accounting handoff and an owned exception queue. We configure the experience and connections around the work your agency needs to complete.
Reviewed billing information
Prepare invoice context from approved insurance and account records. Configure the relevant premium, fee and tax fields for the workflow.
Payment confirmation with references
Connect the chosen payment provider’s confirmed events to the correct invoice and account. Agree how pending, failed and refunded events are handled.
Reconciliation your team can review
Synchronize agreed accounting records and surface unmatched items, discrepancies or failed updates with an owner and recovery path.
Clear authority at the handoff.
A payment event confirms a transaction, not insurance coverage. Payment, quote acceptance, binding and activation are separate events with their own authorization rules.
A day in the workflow
See the handoff in context.
A customer pays an agency invoice. The confirmed transaction carries the agreed invoice and account references into reconciliation. If the reference is missing or the accounting update fails, the item reaches a review queue with its context instead of disappearing into email.
Workflow demonstration
Around your existing tools
Collection and reconciliation each need their own result.
Keep the selected payment service responsible for collection. Connect the confirmed event and references to your accounting workflow, and preserve pending or unmatched states. A record update must not turn an unsettled payment into a settled one, or make staff collect a confirmed payment again.
Start with a useful scope
Agree the journey.
Connect the required records.
Start with one invoice or account handoff, one accounting system and the required payment events. Agree calculations, references, permissions and reconciliation rules. More complex commissions, receivables and payables need their own scope.
This capability is scoped separately from the new-business placement pilot. Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout. Implementation and ongoing managed terms for this capability are agreed around the selected workflow.
See the placement pilot termsMeasuring the result
Use your workflow as the baseline.
Observe representative work before implementation. Agree the definitions, measure the change and review exceptions with your team before extending the scope.
Before you decide
Questions about this capability.
Does this replace our payment provider?
The workflow can connect the provider your agency selects. Collection, accounting and insurance records retain their distinct roles.
Can accounting synchronization fail after payment succeeds?
Yes. Those outcomes are recorded separately, allowing the team to recover the accounting update without repeating the transaction.
Does paying an invoice automatically activate a policy?
No. Policy binding and activation follow the separate authorized insurance workflow.
The connected operation
Build around the next handoff.
Combine the capabilities your workflow needs. Each connection should serve a clear next step for the client or your team.
Insurance infrastructure
Insurance APIs & middleware
Does a completed action still need to be entered in another tool?
Connect carrier, distribution, agency and policy-administration systems around a specific handoff, with visible failures and recovery.
- Risk and questionnaire mapping
- Quote, document and status handoffs
- Separate sync failures from confirmed actions
Client experience
Your branded insurance portal
Still collecting applications across forms, emails and attachments?
Bring questionnaires, uploads, application progress and proposal review into a branded client journey connected to your team.
- Save and resume applications
- Collect documents alongside answers
- Connect proposals and signing journeys
Lifecycle extensions
Renewal preparation & servicing workflows
Does renewal season begin with another blank application?
Reuse prior information for review, collect changes and give renewal and servicing work a clear owner and next step.
- Upcoming expiry and prior-record context
- Changes and missing evidence made explicit
- Scoped proposal, certificate and invoice workflows
Start with your operation
Let’s map the next useful handoff.
Bring your current workflow. We’ll identify the records, people and connections needed for this capability.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
Book a 20-minute walkthroughChoose a time for your 20-minute walkthrough. Open the calendar in a new tab