Demo Center/Insurance/Setup Auto-pay

Setup Auto-pay



Setup auto-pay from your checking, savings, or debt/credit card account for your insurance policies. By providing digital self-service, insurance carriers can deflect 40-50% of inbound calls, reduce agent handling time, and eliminate error-prone paper forms. Carriers can trigger and integrate this experience with their IVR systems, CRM, billing/policy systems. This can also be embedded into an existing mobile app.

In this experience, look for:

  • Data validation for address location
  • Integration with Plaid to securely connect bank accounts or make payments
  • eSignature
  • Amazon-like experience (allow customers to stop and start experiences on different channels without losing user inputs)
  • PDF download of submission for receipt (initiate a variety of PDF operations, including create or merge PDFs, map user inputs to existing PDFs, convert HTML to PDF)
  • Opt in to SMS messaging to confirm submission, provide status updates, and more

How it works

Integrate with billing and insurance systems
Digitally capture information
Validate customer and account status
Input policy and select payment date
Add new bank account
Read terms and eSign
Send real-time updates back to systems
SMS confirmation
SMS payment confirmation

Featured resources

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