Payment Processing and Solutions

Sales Tracking enables you to accept online payments by credit card or bank account at competitive rates, lower than the market average.*

Payment Links

Insurance Sales Tracking allows you to send SMS and email payment links for customer balances, quotes, and payment reminders, making it easier to manage and collect payments.

Automated Collection

Insurance Sales Tracking allows you to automate the collection of down payments using promissory notes. You can easily add card or bank account information and select the option to automatically collect the payment on the due date.

Competitive Rates

Sales Tracking allows you to accept online payments by credit card or bank account at competitive rates that are lower than the market average through our processing partner(s).

Insurance Sales Tracking

Building Stronger Connections Between You and Your Clients.