Setup Auto-pay
Insurance
Overview
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