Pulse lets insurance agencies collect premiums by text-to-pay, take payments over the phone, and automate recurring premium billing — reducing lapses while keeping card data out of your agency.
Premium payments taken over the phone put agents in PCI scope.
Policy lapses from missed payments cost renewals and commissions.
Recurring premium billing is manual or stuck in a carrier portal.
Text policyholders a secure link to pay their premium in one tap, no app or login.
Take premium payments over the phone by keypad — agents never see or key the card.
Bill monthly premiums automatically on a securely vaulted method to prevent lapses.
An AI voice or text agent reminds policyholders of due and failed payments and collects automatically.
A self-service page where policyholders pay and manage recurring premiums, under your agency’s brand.
Tokenized by a PCI DSS Level 1 processor — card data never touches your agents or systems.
See pay-by-phone & text-to-pay, the payments product, or the PCI security model.
Pulse texts policyholders a secure link to pay their premium. They tap it and pay on a tokenized page with no login, which collects faster and reduces missed payments.
Yes. Policyholders enter card details by keypad straight into the gateway; agents never see or key the number, keeping card data out of your PCI scope.
Yes. Automated recurring premium billing and AI reminders for due and failed payments help prevent the missed payments that cause lapses.
Payments run our PCI DSS Level 1 processor’s rails with tokenized vaulting, so raw card numbers never touch your agents or systems.
Pulse runs alongside the systems and phones you already run — text-to-pay links and the customer portal need no integration, and we’ll walk through anything deeper on a call.
Book a walkthrough and we’ll show text, phone, and portal payments on your setup.