Be Bold. Bill Smarter.
Intelligent Invoicing
Transform the way your organization creates, delivers, and manages invoices. Intelligent Invoicing reads policy and billing data from your AMS or Policy Admin and generates accurate, branded invoices without manual entry.
Why teams choose intelligent invoicing
Save Time
Cut invoice creation time from hours to seconds.
Fewer errors
Reduce errors and disputes with policy-level detail.
Self-service payments
Give customers a self-service payment experience inside your brand.
Auto reconciliation
Reconcile payments automatically across multiple systems.
Automation that runs behind every invoice
Compare non-intelligent billing with SimplyEasier's intelligent approach.
Invoice Generation
Non-Intelligent
Build each invoice by hand from policy files, endorsements, and renewal notices — hours per batch, frequent re-entry errors.
Intelligent
Invoices generate automatically from policy data as endorsements and renewals occur.
Outcome: Cut invoice creation from hours to seconds.
Invoice Delivery
Non-Intelligent
Static templates, limited split options, and inconsistent branding leave customers confused.
Intelligent
Branded invoices with premium, installment, and agency-pay splits configured automatically.
Outcome: Faster customer clarity and fewer payment delays.
Payment Options
Non-Intelligent
Customers call to arrange payment, staff apply funds manually, and available methods are limited.
Intelligent
ACH, credit card, and premium financing options embedded on every invoice.
Outcome: Customers self-serve and payments arrive faster.
Payment Reconciliation
Non-Intelligent
Reconcile payments manually across multiple systems and update statuses by hand.
Intelligent
Payments and status updates post back to your AMS or Policy Admin automatically.
Outcome: Reconciliation time drops from hours to minutes.
Tracking & Reports
Non-Intelligent
Spreadsheets, email threads, and disconnected reports make aging hard to track.
Intelligent
Open invoices, aging, and collections are visible in one dashboard.
Outcome: Real-time visibility and faster collections.
Compliance
Non-Intelligent
Manually verify itemized premiums, taxes, and fees on every bill — risk of errors and disputes.
Intelligent
Itemized premiums, taxes, and fees are validated automatically on every bill.
Outcome: Compliance confidence and fewer billing disputes.
Built on a foundation you can trust
Security & Compliance
- Continually audited to PCI DSS Level 1
- Compliant in all 50 states
- Enterprise access management: SSO, MFA, and role-based access controls by department
Unmatched Support
- Training sessions with product experts included in every subscription
- Call a product expert with average hold time under 1 minute
- Email support with 1-hour response time available
Reporting & Data Management
- Detailed deposit and money movement reporting
- Build your own reports and alerts
- Let our product experts recommend reporting tailored to your needs