Simplify premium collection
Give policyholders a focused path to complete eligible premium and service-fee payments.
PAYFLO FOR INSURANCE
Modernise the way policy payments are collected and understood.
Create convenient premium collection journeys and give insurance operations a clearer view of invoices, payment outcomes, refunds and settlement activity.
INDUSTRYINSURANCE
01Simplify premium collection
02Offer clear ways to pay
03Make reporting easier
Offer clear ways to pay
Use hosted checkout, payment links or invoices based on whether collection is self-serve or agent-assisted.
Make reporting easier
Connect payment and settlement records so finance teams spend less time rebuilding transaction context.
THE OPPORTUNITY
Modernise premium collection without losing operational control.
Insurance teams must make payment convenient for policyholders while keeping premium, refund and settlement records clear across self-service and agent-assisted journeys.
Create simpler premium payment paths
Give policyholders a focused digital journey for eligible premiums and service fees.
Reduce fragmented financial workflows
Keep payment outcomes, refunds and settlement activity connected for operations and finance.
WHY PAYFLO
A connected collection layer for policy payments.
PayFlo supports hosted and assisted collection journeys while keeping transaction status and settlement reporting visible. Each insurance use case remains subject to applicable policy and partner approval.
Policyholder convenience
Offer a clear payment experience across web and assisted service channels.
Agent-assisted collections
Use links or invoices when a payment is initiated through an agent or service team.
Operational clarity
See successful, declined, refunded and settled activity in one structured view.
PAYFLO OPERATING MODEL
Customer-facing payment experiences and operational visibility are provided through approved partner configurations. Processing, currencies and settlement availability depend on merchant approval and market scope.
USE CASES
Collection journeys for the policy payment lifecycle.
Support the approved payment moments around a policy while keeping finance data easier to follow.
PREMIUMS01
Collect eligible policy payments
Use hosted checkout for a focused policyholder payment experience.
Explore capabilityINVOICING02
Send structured payment requests
Create clear invoices for agent-led or business insurance collections.
Explore capabilitySERVICING03
Track refunds and exceptions
Keep operational teams informed when a payment is declined, reversed or refunded.
REPORTING04
Give finance a shared view
Connect payment status with settlement reporting without manually rebuilding context.
Explore capabilityWHO WE HELP
Collection journeys across the insurance ecosystem.
Each insurance model has different service, control and reporting requirements; every use case remains subject to approval.
Insurance carriers
Create clearer eligible premium collection journeys and financial reporting.
Brokers and agents
Use assisted payment requests when collection begins through an adviser or service team.
Managing general agents
Keep approved premium activity and settlement context easier to follow.
Digital insurance platforms
Connect customer-facing checkout with transaction-level operating visibility.
OPERATING MODEL
Bring clarity to approved policy payment journeys.
A consistent record helps customer service, operations and finance understand what happened at each stage.
01
Payment requested
A premium or approved service fee creates a clear collection event.
02
Policyholder pays
The customer completes checkout or an agent-assisted payment path.
03
Service action tracked
Refunds, reversals and payment exceptions remain visible.
04
Settlement recorded
Finance follows approved transaction and settlement reporting.
PRACTICAL OUTCOMES
A clearer payment experience for customers and teams.
01Support policyholder choice
Provide a clear digital payment experience across web and assisted service journeys.
02Track every outcome
Keep successful, declined, refunded and disputed activity visible to the right teams.
03Improve operating clarity
Give finance and operations one consistent view of collection and settlement activity.