A/R for Insurance Providers

Making accounts receivable easy for insurance companies

Your employees are on the front lines every day, doing their best to serve customers' insurance needs. When working with so many customers and a large volume of transactions, it's easy to run into a variety of difficult A/R scenarios. One customer needs to run multiple credit cards to complete a transaction. Another wants to set up a payment plan, or process a refund. Fulfilling all of these requests can be challenging or impossible without the right insurance billing and collections system.

Having a website with online payments can help, but it won't solve all of your issues. Because, even if you have some functionality online, chances are, these complex transactions must be handled over the phone—causing headaches for employees and costing your business precious time and resources. When you're processing hundreds of invoices per month, it all adds up quickly.

Invoicing and Collections Solutions

Invoiced gives your customers the flexibility to handle complex payment scenarios online, without human intervention. You configure the options upfront, and let customers choose from those options on their own time.

Now your employees can spend time where it really counts—monitoring receivables and chasing down late payers.

Are you ready to streamline A/R at your insurance agency?

Book a demo to get a walkthrough or try our insurance invoicing software for free!

Would you like to learn more? Here are just a handful of ways that Invoiced can support your insurance business:

Insurance billing and collections tools

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Continue to show customers your brand (not ours) through the invoicing process. Create a unified customer experience by branding the Invoiced-powered payment portal with your logo, colors and layout options. Set up a custom domains and email whitelabeling to allow customers to easily verify your business identity. Create custom catalogs of products, fee types, and discounts. The possibilities are endless.

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Partition your accounts and your employees' access for added A/R security. Your customer-facing staff only needs access to the invoices they are responsible for, while managers and executives can be granted system-wide access. Invoiced's application permissions let you dictate who sees which accounts and regulates their access.

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Customer Portal

Offer a modern insurance billing experience for your customers. Invoiced's customer portal allows customers to log in, enable AutoPay for payment and subscription plans, view current and past invoices, make payments, download receipts, and update payment information—all in an intuitive, professional interface. The improved user experience will help customers to consistently pay on time without tying up your team's valuable time.

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Flexible Pricing Models

Many insurance companies require a variety of billing solutions for their customers. Invoiced's insurance solutions let you offer standard invoicing, AutoPay, subscription billing, payment plans and more. Recurring billing setup is easy and straightforward. Customize each billing type to meet your needs with features like trial periods, prorations, early payment discounts, auto-scheduled late fees, and custom payment terms.

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Collection Tools

Automate aspects of your insurance billing system to increase efficiency and collection rates. Invoiced lets you put as much of the payment process on auto-pilot as possible using features like automated invoice chasing, invoice view tracking, dunning management, and scheduled payment plans. Let our automated system do the follow-up for your employees, so they can focus on true exceptions and providing a superior customer experience.

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Payment Methods

Multiple payment options aren't just good for customer experience, they can also improve collection rates and consistency. Invoiced gives your customers the option to pay using direct debit, credit card, PayPal, or Apple Pay—we support them all, and we add new methods based on customer request. Connect your existing payment processing platforms with Invoiced to automatically sync online payments (and credits) with invoices.

We put our customers first.

That's why thousands of businesses ♥ Invoiced.

What Our Customers Say

Faster payments, time savings, and reduced billing errors.

With Invoiced's automated capabilities for insurance companies, you'll save tons of time and get paid faster! It all happens in the background while you focus on customers, so go ahead and take the A/R to-do's off your lengthy task list.

Don't take our word for it — check out these stories from Invoiced clients:

Related Resources

Get paid faster

Interested in learning how to improve your insurance company's A/R?