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|Robust Invoicing Feature
Specifically designed for the insurance industry, our Invoicing feature, can be used as a stand -alone solution, or used to help augment an existing solution. This feature allows you to send and track invoices and add attachments. You can also send automated invoice reminders that go out until the invoice expires or is paid. Learn More |
|All Credit Cards and ACH
With Simply Easier Payments, you will never again have to turn away customers due to their method of payment. Our online and mobile payment processing system enables you to accept ALL major credit cards regardless of the transaction amount. You can also receive two business day funding on ACH payments—all at NO cost to you. |
|NO-Cost API Integration
Simply Easier Payments seamlessly integrates with your existing technology to provide dynamic, real-time data connectivity in a secure and reliable environment. Our experienced systems engineers will work with you to maximize the full capabilities and potential of your system for customized or turnkey solutions—all at NO cost. Learn More |
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|Security and Compliance
Simply Easier Payments has maintained the highest level of security for more than a decade with PCI DSS Level 1 validation. 100% Compliant in all 50 states, our system includes a secure Payment Information Storage Vault, which safely stores customer payment information offsite. Your customer’s data and your funds are always protected. |
|Pay and Sign
Simply Easier Payments provides a link that allows the customer to pay by entering the policy information themselves, one that connects to a Simply Easier generated invoice, or one that is integrated directly with your management system. For example onboarding new clients is a complex process with lots of forms and disclosures. Our tools allow you to control how setting up or making payments is included in this process. Learn More. |
|Automated Recurring Billing
Save your clients—and yourself—time and money by setting up recurring payments. Our auto-draft program allows you, or your customers, to create a recurring billing schedule. You can view all current and prior billing schedules, and edit existing billing schedules as needed. You also receive reports for any attempted recurring payments. |
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|Customer Profiles
The Simply Easier Profiles feature offers a secure and PCI compliant way for you to store customer profiles. This allows you and your insureds to quickly access stored information to help make payments and send invoices or set up recurring payments. Stored information can also prepopulate form fields adding convenience and efficiency. |
|Accept Payments 24/7/365
Our Conditional Payments feature provides a way to accept online payments 24/7/365 when you are not able to confirm the identity or the correct amount due at the time your insured wants to make a payment. Conditional Payments allow your insured to send you a request to make a payment, but the funds in the insured’s account are not touched until you manually review their request. |
|Payment Lookup
Our Payment Look-Up feature is a real-time query of all receivables that gives your insureds the ability to quickly find what they owe without the need to create an account or join a portal. They just simply type in search criteria to find out what they owe and make a payment. They can even make payments on multiple invoices and take credits. Links to payment lookup can be included in your or email signatures or directly on your website. |
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|Customer Portals
As part of our Custom Integration offering, the online Customer Portal increases automation by letting your customers check their account status, view the amount due and manage their recurring billing schedule. The Portal saves your customers time by prefilling their information, auto-populating all open invoices and enabling them to select the invoices to pay. |
|Customizable Reporting
Included at no cost, is customizable reporting on all transactions. This means easy access to real-time reports of all payment details, down to the second. You can also receive daily transaction or deposit reports, via email or upload, that are customized and formatted to your specifications, including policy number and insureds name, making reconciliation easy. |
|Accelerated Funding
The Simply Easier Payments system provides accelerated funding with payments being deposited in one to two business days. All credit card payments will be deposited the next business day. All ACH payments will be deposited on the second business day. |
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|System Administration
Your insureds can make a payment from their mobile devices using our mobile-optimized payment portal. The portal will be displayed in an easy-to-view and use format that is designed to work on each mobile device. You can also include a link to the payment portal in your company’s mobile app. |
|Seamless Customer Experience
The Simply Easier Payments system provides a consistent user experience for your customers. By clicking a link on your website or statement, they seamlessly transition to the payment portal. The customized portal displays your company’s branding, keeping your customers confident throughout the experience. |CSR Portals & Administration
Our CSR Portal allows customer service representatives to post information, including the policy number, amount due and billing address, on the payment screen. The system populates all open invoices and allows the customer service representative to select the invoices to be paid. Our system interface gives you complete control for user and manager access, as well as the ability to set up unlimited users and unlimited locations. |
|Continued Support
We offer our continued support on an ongoing basis to help develop additional solutions where needed. We want to be a partner you can count on. You will have access to our dedicated in-house development team, who will work with you to maximize the full capabilities and potential of your system. |
