Be Bold. Stop Chasing Payments.

Auto Pay sends on a schedule, keeps payment methods current, and reconciles itself.

Auto Pay

What Auto Pay handles for you

  • Schedule payments to draft immediately or on any future date that fits the policy or the insured.
  • Offer installments automatically by ACH, credit card, or debit.
  • Prevent late payments and duplicate drafts with smart scheduling alerts and systematic controls.
  • Keep cards current with automatic account updater and expiration reminders.
  • Recover failed payments with smart retries before the policy is at risk.
  • Automate confirmations so insureds always know a payment is scheduled.

One enrollment. Every installment.

Predictable cash flow

Premium arrives on the day it is due, every cycle, without follow-up calls.

Fewer cancellations

Automatic retries and card updates keep policies in force instead of lapsing over an expired card.

Zero manual posting

Every draft reconciles back to the policy and invoice in your AMS automatically.

Built for the way customers want to pay

Flexible Schedules

Monthly, quarterly, down-payment-plus-installments, or a custom cadence that matches the policy term.

Any Payment Method

ACH, credit, and debit — with tokenized storage so customers never have to re-enter their details.

Automatic Notifications

Upcoming reminders, receipts, and failure alerts go out under your brand.

Smart Retries

Declines and NSF items are retried on an intelligent schedule, recovering revenue before cancellation notices go out.

Secure by Design

PCI-compliant tokenized vaulting means sensitive payment data never touches your systems or your inbox.

Self-Service Control

Customers schedule, update, or switch methods themselves — one less call for your service team.

How Auto Pay works

01

Enroll

The customer opts in from the payment page and stores a method securely.

02

Schedule

Installments are generated from the policy's billing plan, or a single future-dated payment is chosen.

03

Post

Funds draft on schedule with notifications, receipts, and retries handled automatically.

04

Reconcile

Payments post back to your AMS and ledger the moment they settle.

See Auto Pay in action