How It Works

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

how it works image

Create a Collection

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

how it works image

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.

how it works image

Validation and Processing

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

how it works image

Reporting the Results

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

how it works image

Billing and Remittance

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

call to action

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.