Insurance ← Back to Software List

Billing, Collection & Disbursement — Insurance

Premium billing, collections, and outbound disbursements in one place: flexible billing plans, e‑invoices, multi‑channel payments, allocations, dunning & reinstatements, refunds/cancellations, partner/provider/claim disbursements with approval workflows, reconciliations, and clean GL/Tax postings — integrated with PAS and portals.

On‑Time PremiumsSmart reminders & easy pay
Controlled PayoutsApproval limits & payment runs
Clean AccountingAccurate allocations & postings

Billing Plans & Schedules

Annual/semi/quarterly/monthly, flexible due dates, and grace periods.

E‑Invoices & Statements

Invoice generation, statements, tax handling, and batch runs.

Collections (Channels)

VA/QR/cards, e‑wallets, bank debits, OTC partners — instant receipts.

Allocations & Reversals

Apply to policies/fees/taxes; partials, chargebacks, and reversals.

Dunning & Reinstatement

Arrears tracking, reminders, PTP, reinstatement rules, and fees.

Refunds & Cancellations

Pro‑rata/short‑rate, approvals, and settlement to customers/partners.

Disbursement Management

Payment runs for claims refunds, provider remittances, commissions; split payouts and fees.

Approvals & Controls

Maker‑checker, limits by role/amount, four‑eyes, and batch approvals.

Bank/Wallet Files

Local bank formats, VA payouts, e‑wallet/biller files, and positive pay.

Commissions & Partner Payouts

Agent/broker statements, clawbacks, and schedule‑based releases.

Provider Remittance & EOB

Hospitals/garages remittance advice, EOB, and adjustments.

Reconciliations & Breaks

Gateway/bank recon, settlement files, and break resolution queues.

Disputes & Chargebacks

Case capture, evidence, outcomes, and write‑backs.

Dashboards & Reports

Premium due/paid, payout status, reinstatements, and ageing.

Compliance & Audit

Consent, logs, approvals, and audit trail for changes.

Integrations

PAS, payment gateway/VA, tax e‑invoice, banks, GL/DWH, and Customer Portal.

Technology & Integration

PAS Payment Gateway/VA/QR Bank File Formats Tax e‑Invoice GL/DWH API‑First & SSO

What You Get

Branding (docs & emails) Custom reports & flows Trial access until go‑live Annual maintenance incl. change requests On‑prem or cloud
Ready to customize
Collect premiums on time—and disburse with tight controls.
Share your billing cycles, channels, and disbursement types — we’ll configure schedules, payment runs, and recon for a pilot.
Request Free Customization