Invoice follow-up for insurance brokers and brokerage firms
In brokerage, an unpaid premium is not just a cash-flow issue: past the statutory period, it means suspended cover and a policyholder exposed without knowing it. The agent chases every premium before the formal-notice machinery starts, and alerts the firm on at-risk policies.
In your day-to-day
- 01
Premium reminders from the moment a direct debit is rejected, with a clear statement of the consequences for cover and a payment link.
- 02
Alert to the account handler before the insurer sends a formal notice, so the firm can call the policyholder before suspension.
- 03
Tracking of unpaid brokerage fees and file charges, chased separately from insurer premiums.
How it works
- 1
Plugged into your invoicing
The agent reads your existing tool — invoicing, accounting, ERP — with no migration and no double entry. It knows every invoice, its due date and its history.
- 2
Written reminders, not templates
Each reminder is written for that client: friendly for a good payer one week late, firm and documented by the third notice. You approve the policy once; the agent applies it.
- 3
Escalation and audit trail
Sensitive account, dispute, large amount: the agent hands over to a human with full context. Every action is logged, every euro recovered is attributed.
Typical results
-30%
average collection delay, typical order of magnitude
100%
of overdue invoices chased, no exceptions, no oversights
0 h
of human time on first-level reminders
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Isn’t chasing premiums the insurer’s job?+
Legally, the formal notice comes from the insurer — but the policyholder knows their broker. The agent steps in before the procedure: a friendly reminder from the firm avoids suspension, preserves the relationship and prevents a dispute whose commercial cost the broker would bear.
Can the agent tell a one-off debit rejection from a real payment risk?+
Yes: it crosses the client’s payment history. A good payer with an isolated rejection gets a simple payment link; a policy with repeated rejections is flagged to the handler with the history, before the insurer hardens its tone.
Will the agent upset my clients?+
That is exactly what it prevents: tone is calibrated to the client’s history and how late the invoice is, and you approve the reminder policy before go-live. A good client one week late gets a friendly nudge — not a formal notice.
What happens when a client disputes an invoice?+
The agent detects the dispute, pauses the reminder sequence and hands the case to whoever you designate, with the full history. It never negotiates on its own.
Is this the problem eating your team’s time?
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