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Now more than ever, managing receivables is a critical element to business success. Clear up your outstanding receivables by offering payment options to all your current and backdated accounts.
Pre-approve your clients
Offer payment plans with confidence, knowing your clients are pre-approved. Leverage your pre-approved terms and competitive rates to reduce your receivables.
Provide your clients choice
Include all payment methods accepted by your brokerage on one all-inclusive customized Payment Options Form. Provide your clients their choice of payment methods, such as easy monthly payments, credit cards, Interac®, cheque, Online Bill Pay, eTransfer, and more.
Elevate your client payment experience
Provide your clients with an exceptional customer experience by offering integrated payment plans and the security and convenience to pay for their premiums online anywhere, at any time, from any device.
Get quotes on all your outstanding accounts
