In insurance, upfront payments, installments and renewals belong to the same customer relationship. Collections received through agencies need to match the right policy, and teams need to see which payment is due in each period. The MagicPay insurance collection system brings customer, policy and agency references into the payment record. Consented saved-card use with MagicVault and payment links operate within the same workflow.
Connect policy and period information to payment
Schedule renewal and installment collections from saved cards with customer consent. Consent records, collection periods and payment results are tracked together. Agency teams can see which period of which policy has been paid from the shared record.
- Retain policy, customer and agency references.
- Link consent and period information to recurring collections.
- Track completed and pending payments separately.
Remote collection and controlled retries
The agency shares a payment link, and the customer completes the relevant request on their own device. Rule-based retries handle technical errors, while uncertain results are queried first. Payment and attempt histories stay connected to the policy, so teams decide their next action from the record.
Connect policy collections in three steps
Start with your existing agency and customer structure.
- 1. Map policy, customer, agency and period references.
- 2. Define customer consent, saved-card use and the payment schedule.
- 3. Test payment-link and recurring-collection scenarios, then monitor results in the dashboard.
Who is it for?
Insurance companies, agencies and organizations selling policies across several channels. Central teams see collection status, while agencies see policies within their responsibilities. Renewal follow-up uses a shared payment history rather than separate files.