Product roadmap

When someone pays more than the invoice, the money is held as unapplied cash and credited rather than refused. Credits carry forward, apply to the next installment, or refund.

Cancel mid-term and return the right amount. Pro rata when the carrier or the MGA cancels, short rate when the insured does, with the fee treatment stated per fee rather than assumed.

Move a policy to a different carrier, program, or major risk change without cancelling and starting over. The rewrite carries the term, the money already collected, and the history with it.

Agents record what they collect, and the money moves to trust on a fixed cadence with a reconciliation you can read.

Returned payments reverse cleanly, the right fee applies, and the insured can cure and reinstate without a manual rebuild.

When a renewal deposit is missed, Beep notices, notifies, and lapses or cures on the schedule you set.

Choose the order money is applied in (fees first or premium first) and see every application line.

Policy, installment, reinstatement, SR-22, returned-payment, and late fees configured once, applied automatically, and visible on invoices, statements, and reports.