Make Consumer Payouts Easier
automate: patient refunds insurance payouts refund payments over payments rebates
Dive into the next-generation of refunding your customers. We have craft tailored software solutions and strategic frameworks, driving businesses to unprecedented levels of efficiency while removing potential regulatory risk hiding in your Accounts Payable backlog.
What we do
Drive Efficiency and Reduce Risk in Consumer Payments
Explore tailored products, innovative solutions, and valuable resources designed to streamline your business to consumer payments and automate your escheatment accounting for unclaimed property reporting.
Leading with Digital Outreach
Stop cutting checks and asking questions later. Client Pay Direct will help you convert your current paper-based outreach campaigns to a digital first approach. This will immediately drive cost savings in your AP office, while reducing the fraud risk that comes with mailing checks without verification.
Providing Your Customers Choice
We provide consumers a variety of methods to receive their refund. ACH, gift cards, donations, Venmo, cash, check and more- we have it all. This ensures every customer is happy, from the most digital savvy technophile to the one that still prefers a paper check. Our product also gives the under-banked community a chance to get their money without predatory fees.
Unclaimed Property Solutions
Sometimes checks go uncashed, or payment notifications go unresolved. In these situations we automate compliance to all 50 state and territory's unclaimed property laws. We track the data, create the reports, and submit the payment. All included at no extra charge.
Some of Our Customers
Products
Full-suite Solution with Reporting to Meet Your Needs
We give you the reporting you need to keep your Account Payable offices running.
Driving Digital Payments
Our system is designed to bring the digital world to your current check based process. We will work with you to ensure we remove as many checks from the process as possible.
Unlock Working Capital
These days every penny counts. Let us unlock working capital by helping you understand when your funds go dormant, and how long you have before the liability comes due.
Solutions
Removing Paper Checks in 3 Simple Steps
Tech resources are hard to come by, so we developed a product that is super easy to implement.
1. Send Us The Payment File
Send data in any file format, and we will take care of the rest from outreach to settlement.
2. We Contact The Customers
Be it email or letter, we reach out to the customer to inform them they are owed a refund. We partner with you to customize the branding so that your customers trust who is reaching out to them.
3. Driving Digital Adoption
After countless hours spent with consumers, we have designed a unique process that drives their choice to digital methods, while still leaving paper options available for those that prefer them.
Help Center
Got a question?
Get your answer
Quick answers to questions you may have. Can't find what you're looking for? Click the Contact button and let's talk!
Yes, you give us the information, and we conduct outreach based on language you approve and customize.
One thing we have learned is consumers love CHOICE, and we give it to them. Direct deposit, Zelle, Venmo, gift card, check, cash or more. You name it and we can meet the customer where they are.
Unfortunately, sometimes checks go uncashed or messages go unopened. We make multiple efforts to contact refundees in a variety of formats. If they never respond, we handle unclaimed property processing, and take that problem out of your office.
Our price is all encompassing. Not only are we confident we can do this cheaper than your current process, but the unclaimed property solutions are included in that price as well.
Some of our first investments were in our security systems. We believe that safeguarding the data we are trusted with is one of our primary objectives. As such, we are officially Soc2/Type2 certified which means an outside auditor regularly tests our security measures and makes sure we are among the best in class.