SimplePin

Automate the financial operations of your insurance business.

Insurance is Complex. Financial Operations Doesn't Have to Be. SimplePin automates the full financial operations lifecycle for agencies, MGAs, and carriers, from bill and bind through to direct bill reconciliation and GL posting. Direct bill has shifted the reconciliation burden onto agencies. Manually tracking commissions, chasing statements, and reconciling by hand is costly and error-prone. SimplePin eliminates that entirely. We capture, match, and reconcile direct bill commissions and all incoming transactions automatically, posting back to your AMS without manual intervention. Built for brokerages and MGAs that have outgrown manual processes, from ambitious mid-size operations to the most complex enterprise environments, with pre-built connectors to the industry's leading management systems. One platform. Every financial touchpoint: • Invoicing & Digital Payments • eCommerce Payments • Check & Statement Capture • Direct Bill Commission Reconciliation • AR Posting & GL Reconciliation