Know what's paid before a cancellation tells you
The agent logs into your insurer portals, validates every receipt and keeps your CRM up to date. No manual data entry and no surprises.
100+ portals validated in parallel
The problem
A policy's payment status lives on the insurer portal. Your CRM says something else, because someone updated it the last time they remembered. Between the two, there are policies marked paid that aren't, and clients who find out they lost coverage after they've already lost it. No one checks 300 receipts by hand every month, so the gap between what the system says and what actually happened only grows.
Validate the whole book.
Not a sample
The status of every receipt, taken from the insurer portal, not from the last time someone remembered.
The job
Handle
Before
Record each receipt's status
Validated on the portal
Manual data entry
Keep the CRM up to date
Updates on its own
When someone touches it
Catch policies about to cancel
Alert before it lapses
Comes as a surprise
Review the book
All of it
Spot checks
Record each receipt's status
Handle: Validated on the portal
Before: Manual data entry
Keep the CRM up to date
Handle: Updates on its own
Before: When someone touches it
Catch policies about to cancel
Handle: Alert before it lapses
Before: Comes as a surprise
Review the book
Handle: All of it
Before: Spot checks
HOW IT WORKS
From the portal to your CRM, receipt by receipt
Six steps the agent runs on its own, across the whole book. You step in when a policy is at risk.
Step 1: Pulls the book of active policies from your CRM
It starts from what your system has on record: every active policy and the receipts for the period.
Step 2: Logs into each insurer's portal
It signs in to every portal, the way your team would, but all at the same time.
Step 3: Finds the status of each receipt for the period
It looks up each receipt on the portal and reads its real status: paid, pending or past due.
Step 4: Compares it against what your system has on record
It checks the portal against your CRM, receipt by receipt, and flags every difference.
Step 5: Updates the CRM with the real status
It corrects your system with what the insurer says, without anyone entering anything.
Step 6: Alerts you to past-due receipts and policies at risk
It warns you about what could cancel before it does, with time to act.
RESULTS
The whole book, validated against the portal
- Portals worked in parallel
- 100+
- Manual entries
- 0
FAQs
What teams ask before getting started
What if the portal doesn't show the receipt?
The agent marks it as unverifiable and reports it to you, instead of assuming it's paid.
Does it replace accounting reconciliation?
No. It validates payment status against the portal. Reconciliation is a separate workflow.