Features & Quick Stats
Key Features
- Automated invoicing, payment capture, posting, and reconciliation workflows
- Digital payment support for credit cards, ACH/EFT, Apple Pay, Google Pay, checks, and wire transfers
- AI-driven check, remittance, and carrier statement data capture
- Direct bill commission processing and automated posting to agency management systems
- Pre-built integrations for Applied and Vertafore systems, plus API connectivity options
- PCI Level 1 compliant payment processing and transaction security controls
Core Business
SimplePin provides insurance-focused financial operations and payment automation software for agencies, brokers, MGAs, and carriers. Its platform helps agencies manage billing, inbound payments, reconciliation, commission processing, and accounts receivable workflows from a centralized system integrated with existing agency technology.
How SimplePin Helps Independent Agents & Brokers
SimplePin helps agencies reduce manual payment handling, speed up reconciliation, and improve accuracy across billing and accounting workflows. Agencies can automate payment matching, posting, and commission reconciliation while giving clients more flexible digital payment options. The platform also helps accounting and operations teams reduce repetitive tasks, improve visibility into receivables, and simplify month-end financial processes.