Billing & Receivables

SimpleInsure ES has a fully integrated accounting module to process Billing, Receivables and Payables. Features include customizable pay plan based billing, receivable tracking, credit card / EFT / check payments processing, non-pay notices, equity cancellation and auto process CNPP. You can process and print payables checks for insured refunds, agent commissions and claims payments. You can perform accounting transactions, payment reversals, voids and journal transfers. The accounting module manages Agent Commission statements and commission payments.

  • Versatile Billing module based on user defined payment plans.
  • Support full suite of financial transactions: Invoice, Payment, Reversal, Refund, Void, Write-Off, Recovery and Journal.
  • Double entry transaction maintenance. Contra general ledger accounts also maintained in the system. Easy to interchange data with external General Ledger systems.
  • Generate Agent Commission statements or preview Provisional Statements on demand.
  • Functions for easy entry and validation of premium payments received from agents, including net-of-commission payments.
  • Agent folder provides detailed financial information on agent's account.
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Latest News

  • September 2016 the SimpleSolve Team of Sam Serrapede, Joy Nastasi and Tara Antony attended the NAMIC Annual Convention in Vancouver, BC. They were featured in the NAMIC New Marketplace Solutions Tour. Our newest products, the SimpleInsure Mobile version, Business Analytics Tool and SOW Tracker received interest from many senior executives in the mutual insurance industry.