Agency fees, not premiums
Insurance billing software
Insurance billing software for the fees your agency charges directly, not premiums or medical claims. Commercial clients on a risk management retainer pay monthly through your portal, broker and certificate fees are invoiced with reminders, and premiums keep flowing through the carriers.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
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What this billing covers
Searches for insurance billing often mean premium billing or medical claims. Smarfle does neither. It bills the fees your agency charges a client directly, like broker fees where your state allows them and consulting.
InvoicingRisk management retainers
A commercial client paying a monthly retainer for claims advocacy and loss control subscribes from your portal and is charged each month with a receipt.
Recurring plansFees reminded after the due date
Broker and certificate fee invoices that go unpaid are reminded by email and text, so your account managers do not chase small balances.
Automatic emailsControllers on the copy line
The client's controller receives each fee invoice alongside the owner, which shortens approval for business accounts.
Client recordsFee balances by client
Each client's statement shows retainer payments and fee invoices, and late ones are counted in the aging columns.
ReportsInsurance agency billing features
What it does
- Broker and certificate fee invoicesWhere your state allows
- Monthly risk management retainersSubscribed in the portal
- Overdue fee remindersEmail and text
- Client fee statementsRetainers and invoices
What it doesn't do
- Premium billing and collectionThrough the carrier
- Medical insurance claimsNot a medical billing tool
- Commission reconciliationUse your agency system
- Premium finance agreementsThrough a finance company
Insurance agency billing pricing
Every plan covers fee invoices and retainers, and a five-person agency fits on Starter at $99 a month.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Questions agencies ask about fee billing
Is this insurance billing software for premiums?
Does it handle medical insurance billing?
Can commercial clients pay a monthly retainer?
Can I charge broker fees?
Are unpaid fees followed up?
Does it reconcile carrier commissions?
Can the client's controller get invoices?
Can a business pay by ACH?
More insurance agency software
Billing for related firms
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