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.
Trusted By
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.
Invoicing & Digital Payments
Present, capture, and post in real time.
eCommerce Payments
Modern payments rich experience.
Check & Statement Capture
Check, ACH/EFT, wires, and statements capture and post automatically.
Direct Bill Commissions
Capture, post, and reconcile commissions from carrier statements.
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
Increase Digital Adoption
5X
Increase Digital Adoption
SimplePin onboarding and user experience increases digital interaction and gets you paid faster.
78%
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
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
Happy Staff & Customers
NPS
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.
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.
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.
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.
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.
