Advance
Insurance payments and banking platformA financial platform for insurance intermediaries that manages premium money flows end to end: collection, trust account segregation, carrier remittance, producer commissions, reconciliation and reporting, integrated with existing policy administration and accounting systems.
- Addie AI for automated transaction matching and reconciliation across carrier statements, premiums and commissions
- Segregated premium trust accounts earning up to 3% APY
- Real-time dashboard of premium balances, trust ratios and cash positions
- Bill pay, wire, ACH and check payment processing