​Automate financial operations​ of your insurance business​

SimplePin offers insurance providers a single platform to automate the full lifecycle of premium sales receivables.
Bill, bind, renew, checkout, reconcile, and stay compliant.
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Trusted By

Towne Insurance
Amwins
Acera
Insurica
Rogers
Coastal
Cowan
Goauto
Ostiguy & Gendron
Axis
Daniel & Henry
WMB
James G Parker
Towne Insurance
Amwins
Acera
Insurica
Coastal
Cowan
Go Insurance
Ostiguy & Gendron
Axis
Daniel & Henry
WMB
James G Parker
Town Insurance
Amwins
Acera
Insurica
Coastal
Cowan
Go Insurance
Ostiguy & Gendron
Axis
Daniel & Henry
WMB
James G Parker

All-In-One Friction-free processes

SimplePin captures, matches, and reconciles all incoming transactions back to your AMS to automate your agency billing. We are merging a fragmented series of activities into one seamless process, reducing workload, improving user experience, and enabling your accounting teams to easily reconcile month-end.
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Invoicing & Digital Payments​

Present, capture, and post in real time.​
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eCommerce Payments​

Modern payments rich experience.
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Check & Statement Capture​

Check, ACH/EFT, wires, and statements capture and post automatically.​
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Direct Bill Commissions​

Capture, post, and reconcile commissions from carrier statements.​
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AR Posting & Reconciliation

Bulk or individual transactions, posted and finalized.​

Worth the Change

Achieve More with Less: How SimplePin Delivers Unmatched ROI and Time Efficiency

5X
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Increase Digital Adoption​
5X
Increase Digital Adoption​
SimplePin onboarding and user experience increases digital interaction and gets you paid faster.​
78%
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Eliminate Manual Work​
78%
Eliminate Manual Work​
Online or offline payments are automatically captured, matched and posted, eliminating time and labor.​
$10-$30
Per Transaction
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Savings Per Transaction
$10-$30
Per Transaction
Savings Per Transaction
On average, capturing, posting and reconciling payments costs $10-$30, delivering a fast ROI.​
NPS
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Happy Staff & Customers​
NPS
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Happy Staff & Customers​
Enhanced experience and ease of interaction increases your organizations Net Promoter Score & revenue.

​Increase productivity and ​drive profitability​

Premiums, Transactions, Payments - All Posted and Reconciled

Invoicing & Digital Payments​

Online invoice presentment and payment with real-time integrations to AMS for posting and activity notes.  Support for multi-invoice, partial pay, pre-authorized debits (PAD), funding verification, installments, deposit on account, and multi-accounts settlement.
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eCommerce Payments​

Comprehensive payment options including Credit Card, ACH/EFT, Interac, ApplePay, and GPay. Seamless integration for digital insurance checkout, embedded payments and invoice payments.

Check & Statement Capture

AI driven process to accurately capture data from checks, wires, ACH/EFTs and statements including remittances, direct bill commissions for auto posting and reconciliation.
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Direct Bill Commissions

SimplePin uses AI, machine learning, OCR, and a visual check to parse and capture data from carrier statements, no matter the type or format (EDI, spreadsheets, PDFs, scans).  Automatically capture, format, and post transactions as well as carrier payments directly to your AMS.

AR Posting & Reconciliation

Automated AR posting and GL receipts that matches your bank statement exactly for individual or bulk transaction settlements.
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Integrations

API Developer Center

SimpleAPI is the simplest way to connect your existing AMS, Policy Management, and Quoting Systems  with the most advanced A/R platform in North America.
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System Connectors

SimplePin has pre-built connectors to industry leading management systems including Applied & Vertafore.  Our team can quickly build integrations using API, SDK or file transfer to any source.​

Security & Compliance

Enhance your security and streamline compliance on every transaction with SimplePin. Our advanced security measures ensure all payments go through a secure gateway and PCI Level 1 compliance to safeguard your data and streamline your compliance efforts.
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Learn why SimplePin is worth the change.

Book A Demo​