How It Works
Our hybrid process uses the most effective means of communication for your collection, audit or inspection.

Create a Collection
Audits, Inspections and invoices are all just collections, and can be created manually, bulk uploaded, or through our API.

Contact Is Made
We made contact with the insured by phone, email or text which was provided by API, importted from your system or manually.

Validation and Processing
Depending on the need, we validate the information, perform the audit or inspection and collect any money owed.

Reporting the Results
Real-time reporting of success or unsuccessful attempts are provided through our dashboard, API and email notifications.

Billing and Remittance
Service fees can be dedcuted from the payment or billed separately to the Carrier, Underwriter, Agent or Insured.

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.