Send premium payment receipt and update customer ledger
Send premium payment receipt and update customer ledger
Your premium payments that lack confirmation emails delay policy servicing and frustrate clients. Get confirmations sent to customers and ledger rows updated automatically same day.
Overview
When premiums post without a clear confirmation, policy servicing stalls and customers call in. This flow sends immediate receipts to payers and logs payments to your ledger so billing staff can reconcile accounts the same day.