Billing & Financial Management Tools

Origami Risk’s financial management tools are fully integrated with your policies to streamline the billing process and minimize billing errors.

All Origami billing capabilities are part of the same platform as our rating and underwriting tools in order to automatically and accurately create invoices, track payments, and generate cross-policy financial analytics. This helps guard against billing errors that take time and resources to catch and correct, as well as lessens confusion between you and clients around premium collected versus what was billed–ultimately improving customer relations.

  • Commissions
  • Fees and credits
  • Customer disbursements
  • Dynamic recalculation
  • Customized format for all billing
  • Direct bill payment plans, including recurring credit or Electronic Funds Transfer (EFT)
  • Agency bill
  • Analytics across insureds and across policies