Built to Solve the Biggest Billing Challenges
Eliminate inefficiencies, reduce errors, and gain full visibility into your billing and payment workflows. A system that benefits brokers, carriers and employers.
Accurate, Automated Billing
Generate clean, reliable invoices using integrated data from multiple systems and carriers — no manual entry, no rekeying errors.
Built-In Reconciliation
Automatically detect discrepancies and resolve issues without manual spreadsheets — freeing finance teams to focus on strategic work.
Faster, Easier Payments
Streamline collections with secure, integrated payment processing via Stripe — improving cash flow and reducing time spent chasing payments.
How the Platform Can Work For You
Billing That Works for Brokers and their Clients
Consolidate complex, multi-carrier billing into a single, employer-friendly experience. Reduce manual work and improve client satisfaction.
- Consolidate multiple carrier bills into one simple invoice
- Deliver clear, employer-friendly billing experiences
- Reduce manual reconciliation work
Automated, Policy-Driven Billing for Carriers
Ensure billing accuracy, reduce revenue leakage, and scale operations with automated billing processes that follow carrier policy rules consistently.
- Automate billing based on policy rules
- Improve data accuracy and reduce revenue leakage
- Ensure consistent, scalable billing processes
Full Visibility for Aggregators and Employers
Simplify multi-carrier billing complexity with a single view of all billing and payment activity — giving teams the transparency they need to manage with confidence.
- Gain full visibility into billing and payments
- Simplify complex multi-carrier billing structures
- Track and manage payments with ease
Turn Billing Into an Operational Advantage
What’s Included
Everything your team needs to automate billing, eliminate reconciliation headaches, and process payments with confidence — all in one platform.
Included
Features
Automated billing and data validation — Generate accurate invoices automatically using integrated data from multiple carriers and systems.
Consolidated invoicing across carriers — Combine multiple carrier bills into a single, clear invoice for employer clients.
Pre- and post-bill notifications — Keep brokers, employers, and carriers informed at every stage of the billing cycle.
Intelligent reconciliation and issue resolution — Automatically detect discrepancies and resolve them without manual spreadsheets or back-and-forth.
Secure payment processing with Stripe — Fast, reliable payment collection with full audit trails and transparent payment paths.