SimplePin

Insurance is Complex. Financial Operations Doesn’t Have to Be. Transform your bill, bind, renew processes with a platform designed for complex insurance workflows. SimplePin automates financial interactions between Agencies, Carriers / MGAs and Customers to eliminate friction, automate manual repetitive processes and create a better experience for all. We capture, match, and reconcile all incoming transactions back to your AMS to automate your agency billing. SimplePin has pre-built connectors to industry leading management systems including Applied & Vertafore. Merge all fragmented activities into one seamless process: - Invoicing & Digital Payments - eCommerce Payments - Check & Statement Capture - Direct Bill Commissions - AR Posting & Reconciliation