Security & PCI Compliance

Embedded Forms

Payment details are collected via our embedded form in your insured portal, ensuring it never touches your network, while maintaining a seamless experience.

Phone Compliance

Payments made over the phone are a common PCI compliance gap for insurance companies. We make all phone payments compliant, even with a CSR on the line.

Simplified PCI Compliance

Qualify for the easiest form of PCI compliance — Self-Assessment Questionnaire A — protecting you from costly and resource-demanding audits.

Phone Compliance

Policyholders tap-in their payment card information on their phone, while on the line with a CSR.

The CSR never sees the payment card information, shielding you from human error and PCI noncompliance.

The policyholder makes the payment without having to verbalize sensitive card information over the phone, making it easy to make payments on-the-go and eliminating the possibility of CSRs stealing the card information.

Security & PCI Compliance

Cleanse your network of payment card data and reduce PCI scope.