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Automate invoicing for every policy premium, renewal, and commission. Chase payments, track agent commissions, and keep your books spotless.
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No more digging through accounting software or spreadsheets. Just ask your AI billing agent in plain English.
Use one of the most common prompts below or use your own to begin
Real-time visibility into every premium, commission, and overdue payment across your agency.
3,421
Invoices Sent
3,187
Payments Received
$24,600
Outstanding
$4,800
Overdue
96.8%
Collection Rate
Status
Client
Amount
When
Recent Payment Received
$4,200
1 hour ago
New Invoice Generated
$3,500
3 hours ago
Outstanding Balance
$2,800
5 days ago
Retainer Payment
$5,000
1 day ago
Service Invoice
$1,750
4 hours ago
From policy premiums to agent commissions and carrier reconciliation, your AI handles the billing.
The moment a policy binds, an invoice is generated with the correct premium, fees, and payment schedule — and sent to the policyholder.
AI sends polite reminders via text and email, escalating the closer a policy gets to lapse. Your team never makes an awkward collection call again.
Policyholders pay from their phone via invoice link. Credit card or ACH. All embedded in one clean payment page.
See exactly how much revenue each product line generates — auto vs. home vs. commercial — with real-time dashboards.
Set up monthly or quarterly premium schedules that auto-bill. AI handles failed payments and lapse prevention automatically.
AI calculates agent commissions, tracks overrides, and generates commission statements for every producer in your agency.
Every invoice you forget to send, every payment you forget to chase — it all adds up to lost revenue.
of insurance agencies say premium collection and reconciliation is their biggest billing headache
average revenue lost per year from missed renewal invoices and uncollected premiums
average time insurance agencies wait to collect outstanding premiums without automated reminders
of premiums are paid late when no automated reminder is sent before the due date
Quick and simple setup. Connect your tools, import your data, and your AI billing manager starts working today.
Sync with Applied Epic, HawkSoft, EZLynx, or QuickBooks in minutes. No coding required.
Bring in your policyholder list, premium schedules, and commission structures. We handle the migration.
Your AI billing manager starts generating and sending invoices from day one. Zero downtime.
Join hundreds of insurance agencies using AI to automate invoicing, collect premiums faster, and eliminate billing headaches.