AI for insurance agencies · Payments

How can an insurance agency stop policies cancelling for non-payment?

Catch every pending cancellation the day it arrives. DouxProcess reads past-due and cancellation notices from your inboxes, carrier downloads, scanned mail and premium finance companies, and matches each one to the client and policy. It prepares the courtesy notice your procedure calls for, with a secure payment link, sends it after sign-off, confirms the payment posted with the carrier, and escalates to you before the cancellation date.

Why policies lapse.

Most lapses are not decisions. They are missed notices. A pending cancellation arrives in the mail or in a carrier download, nobody sees it, and the agency finds out at the claim.

Where it stops.

Every message to a client is approved by a person first. It never posts a payment without a person approving it. It never takes card numbers by email: payment goes through a secure link. Every reminder and confirmation is logged.

Straight answers.

How are clients reminded?

By email, and by text where the client has agreed to texts, with a secure payment link. Your procedure sets the wording.

More questions agencies ask.