The best tool to
collect insurance
data or money.
whether you need to collect audit information or deductibles, we have the right solution for you.
Sign up for a demo
Your Audit and Inspection Auto Pilot
Our platform is designed to help simplify the process of collecting insurance premiums, claims, and other data.
Automate Collections
Automate routines for collecting data from your insureds. This will help you save time and money.
Process Data Effectively
Execute rules, and have a human-in-the-loop to review the data to ensure accuracy and completeness.
Real-Time Updates
Get real-time updates on the status of collection processes, helping you stay on top of collection efforts.
Integrate Your Systems
Integrate your systems via API to our platform to streamline your workflow and improve efficiency.
Collect Policy Data To
Keep Underwriting Controls
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Policy Inspections
Ensure that policy data is in line with the actual data on the risk by conducting inspections via phone calls, emails, or text messages.
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Policy Audits
We have a team of audit experts who will help you to audit your policies, and make sure they are in compliance with underwriting guidelines.
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Premium Collections
With the help of our platform, you can collect audits, commissions, deductibles, and other type of collection with ease.
What Our Clients Say About Us
Having raving fans is the best feeling in the world. Here are a few reviews from our clients.
To be honest, I was skeptical about using a new platform. But I’m glad I did. The platform is easy to use and has helped me save time and money.
Emilio Figeroa
CTO, InsuranceSpecialists
We had tons of deductibles to collect. The platform made it easy to collect them and having live callers to help us out was a huge help.
David King
Head of Underwriting, BindDesk
Inspections for contractors are a key part of ensuring the program’s success. The platform has helped us to streamline the process and save time.
Jimmy Smith
CEO, Alliance Insurance Underwriters
Live updates on the status of the collection process really helped me stay on top of my cancellations and reinstatements.
Jack Dewalt
CSR, Dawkins Insurance
Return commissions are always a challenge, but the human-in-the-loop to review the data to ensure accuracy really made the difference.
Jenna McBride
Controller, Holloway Insurance
We were able to automate our routine manual collection process and now do it completely automated with text and emails.
Nancy Jane
CEO, Sirius Financial
Latest Articles & Blog
October 7, 2024
Choosing the Right Loss Control Partner
In commercial insurance, especially General Liability, selecting the right loss control partner can make all the difference in the long-term success of your program.
Read More
April 4, 2022
The Importance of Verifying Insured Info
In the commercial insurance industry, accuracy is everything. When insured information is misrepresented by retail agencies, it can lead to improper risk assessments, coverage gaps, and potential issues for both insurers and policyholders.
Read More
April 4, 2022
What is a Loss Control Inspection?
A robust loss control program is essential for insurers looking to minimize risk and ensure that their clients maintain compliance with safety and operational standards.
Read MoreJoin the EcoSystem
Need Help Collecting Data or Money?
We help Agencies, Underwriters, and Insurance Companies to collect data and money from their insureds through phone, email, and text.