Your sales channel
Integrate payment into your digital experience or share links from a sales conversation.
Payments and collections for insurance and insurtech companies
Connect the first payment, recurring charges and decline follow-up with your operation. Payment infrastructure that supports your relationship with policyholders.
One-time and recurring paymentsAutomatic retriesEvents connected to your operation
Collections are part of the customer experience
The first payment starts a relationship.
In insurance, collections may continue after sign-up: recurring dates, payment method changes and new transactions at renewal. Every moment needs a clear status for the customer and your team.
Rebill provides checkout, payment links, subscriptions and notifications to connect those moments. Your platform retains product rules and uses payment results to continue its own processes.
From sign-up to the next payment
A connected operation,
at every payment stage
Explore how to apply Rebill's capabilities to your business's collection lifecycle.
Checkout and payment links
From proposal to first payment
Offer checkout in your digital channel or a payment link when an advisor completes the sale. Check the result and connect it to your sign-up process.
Your system decides how to continue the sign-up process based on the payment received.
Discover payment links ↗Payment journeyFirst payment
01
Proposal accepted
The customer opens checkout or the link.
02
Payment processed
Rebill reports the transaction result.
03
Operation informed
Your platform continues its sign-up process.
Illustrative integration flow; not a product screenshot.
Design how you collect payments
One-time, installments or recurring:
each model solves a different need
Billing frequency and financing are different decisions. Define how your product works first, then the payment experience.
| Model | How it works | What to define for your business |
|---|---|---|
| One-time payment | A single purchase is processed through checkout or a payment link.Explore payment links ↗ | The transaction amount, currency and when payment is requested. |
| Installment purchase | The customer finances a purchase with a plan available for their card and market.Explore financing ↗ | Available plans, commercial conditions and who pays interest, depending on configuration. |
| Recurring charge | A subscription schedules new payments according to a billing cycle and lets you manage their results.Explore subscriptions ↗ | Frequency, amount, payment method and operational handling of changes and declines. |
Financing a purchase in installments is not the same as creating a monthly subscription. The choice depends on how your product is contracted and billed.
Payments connected to your platform
Payment results need
to reach your operation
Connect payment and subscription events to your backend, CRM or ERP through webhooks, or automate flows with Make.
YOUR PLATFORM
Defines what to charge and when
Product, amount, customer and billing cycle.
REBILL
Processes and communicates the result
Payments, subscriptions and available events.
YOUR SYSTEMS AND TEAMS
Act on payment information
Sales follow-up, customer service and financial operations.
Your collections team
Check statuses and results to identify completed payments and those requiring follow-up.
Your management system
Receive events and define how to associate them with your internal records and processes.
Payment status and policy validity are different data points. Coverage issuance, renewal and cancellation rules remain in your system.
Explore integration documentation ↗Results already achieved with Rebill
From approved payment
to higher-value coverage
In travel assistance, Assist 365 combines local payments and financing. Its experience illustrates two aspects of payment: completing the purchase and offering more ways to pay.
Colombia98%
Chile93%
Payments successfully completed in each market.
of travelers choose to pay in 6 or 12 installments.
Travelers choosing installmentsincrease in average order value thanks to financing.
Higher-value coverage or more family members included, depending on the case.Data reported by Assist 365, a travel assistance company. Not an insurance industry average.See the full case ↗
Visibility to act
From “was it paid?”
to knowing what needs follow-up
Organize payment reviews around your team's decisions. Rebill offers transaction lookup and subscription and recovery reports.
Initial payments
Review the first payment result before continuing the process defined in your platform. A payment attempt is not the same as an approved payment.
Operational question: which sign-ups have confirmed payment?Recurring charges
Check errors and recovery results to distinguish completed payments from those still awaiting resolution.
Operational question: which payments need intervention?Financial detail
Review transaction amounts, fees and costs to give your finance team context.
Operational question: what makes up each payment?Payment questions
for insurance and insurtech
Does Rebill manage the policy or the payment?
This proposal uses Rebill as payment and subscription infrastructure. Policy issuance, validity, renewal and cancellation are managed by your company's systems and processes. Integration connects payment results to those rules.
Can I combine one-time and periodic payments?
Rebill offers one-time payments and subscriptions. You can assess both models for different products or stages of the customer relationship, defining amounts, cycles and payment methods for your operation.
What happens when a recurring payment fails?
Rebill provides automatic retries and error and recovery tracking. Configuration is reviewed for the subscription. Your team defines the communications and actions in the insurance system; a declined payment does not itself determine coverage status.
Are installments available in every market?
Financing and available payment methods depend on the country, card and commercial configuration. Define the offer for each market before presenting it to customers.
Can I integrate Rebill with my existing system?
Rebill provides APIs and webhooks, as well as a Make integration. The connection to your insurance platform should be designed around its interfaces and the events it needs to receive. Scope and availability for your product are assessed with the Rebill team.
Connect your payments
to your business operations
Tell us which products you offer, where you operate and how you manage payments and renewals today.