Binding and Billing

Streamline Binding and Get Paid Faster

Automate the binding workflow from quote acceptance to policy issuance. Manage billing, track payments, send automated reminders, and reduce accounts receivable with intelligent payment processing.

Quote Accepted Client approved $2,450 premium
Payment Processing Card ending 4242 charged
Policy Bound Effective immediately

From Quote to Bound in Minutes

Eliminate bottlenecks and accelerate your revenue cycle

Instant Binding

Once payment is received, policies bind automatically with confirmation sent to clients and carriers.

Multiple Payment Options

Accept credit cards, ACH, financing, and premium finance. Give clients flexibility in how they pay.

Recurring Billing

Set up automatic monthly payments with secure card storage and automatic retry on failed payments.

Payment Reminders

Automated email and SMS reminders before due dates. Reduce late payments and cancellations.

Invoice Management

Generate professional invoices, track aging, and manage accounts receivable all in one place.

Revenue Reporting

Real-time dashboards showing premium volume, commission tracking, and cash flow projections.

Accelerate Your Revenue Cycle

See how automated binding and billing can improve your cash flow.

Schedule Your Demo