Here is what they look like in the day-to-day work we do with agencies, MGAs, and carriers.
Cost ReviewAre you paying too much?
Rising costs are hitting every industry, and card and ACH processing fees have quietly climbed right along with them. Payment processing is something most businesses set up once and rarely revisit, even as fee structures, pricing models, and payment technology keep evolving. After reviewing one client's total cost of payments, we found a clear opportunity to act on immediately and in the first month they realized a 23% reduction in their total cost of payments. Payment processing should not quietly chip away at your margins.
23% Reduction in total cost of payments in month one
Ongoing TrainingA New Hire Up And Running In Days
When an agency loses the one person who "knows the billing system," payments usually stall. One of our clients hired a new accounting associate with no prior insurance payments experience. With our live onboarding sessions we walked them through daily payment processing, reporting, and automated reconciliation, then stayed on call while they worked their first month of deposits. Because reconciliation is automated, the new hire was matching payments to policies and closing the books very easily.
Fully independent on payments within the first month
Discover how we collaborated with Bascule Underwriting to overcome their payment challenges and achieve their business goals.
Custom DevelopmentNew billing cycle, delivered on schedule
A large brokerage came to us needing a new billing cycle built, tested, and live in time for their season. We built it, kept them in the loop through development and testing, and delivered on the date we committed to. That is how we handle custom reports and new features. We stay available, set realistic timelines, and meet them.
Built, tested, and live on the committed date
Examples reflect real customer outcomes. Results vary by payment mix, volume, and management system.