InsureFlow
/
Settings

Executive Overview

Payments

Payment Optimization

AI recommends switching 8 accounts from card to ACH to save $124/month in processing fees. These accounts have stable payment history and low churn risk.

Collected Today

$42,840

+12.4%

Pending

$8,420

12 payments

ACH Adoption

62%

+4% this month

Processing Revenue

$1,240

This month

Daily Collections

Last 7 days

Payment Rails

ACH$89,400
52% of volume0.25% fee
Card$54,200
32% of volume2.9% fee
Premium Finance$18,600
11% of volumeNo fee
Check/Lockbox$8,500
5% of volume1.5% fee

Recent Transactions

Johnson Family

Autopay

Auto - Progressive

Today, 3:42 PM
ACH
completed

$324

Martinez Family

Home - Travelers

Today, 2:15 PM
card
completed

$189

Williams LLC

Autopay

Commercial - Hartford

Today, 11:30 AM
ACH
pending

$1,240

Thompson Auto

Auto - Safeco

Yesterday
card
failed

$98

Chen Family

Autopay

Home - Progressive

Apr 25, 2026
finance
scheduled

$456