PAYMENT COLLECTION

Payment Collection For Insurance Agents.

Chasing premium payments kills producer time. ALE automates recurring billing, agency fees, and direct bill follow up.

MANUAL BILLING WASTES PRODUCER TIME

Manual Billing Wastes Producer Time

Checks, credit card chasing, NSFs, direct bill follow up all eat producer hours.

Agency Bill Chasing

Monthly chasing of past due clients.

Direct Bill Cancels

Clients miss carrier bills, policy cancels.

No Recurring Billing

Manual invoice per renewal.

THE BILLING PLAYBOOK

The Billing Playbook

01

Recurring Billing

Auto charge monthly or annual.

02

NSF Recovery

Auto retry, auto SMS.

03

Direct Bill Alerts

Carrier cancel alerts SMS clients.

04

Agency Fee Billing

Agency fee add on per policy.

05

Commission Tracking

Per carrier commission tracking.

06

Payment Self Service

Client self service pay online.

WHO THIS FITS

Who This Helps

Agency Bill Heavy Books

Commercial agencies.

Agency Fee Agencies

Adding agency fees.

Growth Stage Agencies

Scaling billing ops.

Multi Line Agents

Commission tracking needs.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Recurring billing, NSF recovery, direct bill alerts.

  • Core CRM
  • Recurring billing
  • NSF recovery
  • Direct bill alerts
  • Payment tracking
SEE PACKAGES

Automate Premium Collection.

Book a 20 minute demo. We will walk through payment collection.