Why review receipts before a collections email?

A receipt may have arrived without being applied to the invoice in question. Bringing the activity beside the balance helps explain what remains open.

What should a collections follow-up contain?

Use the customer, invoice reference, period, remaining balance, and the specific question that needs a response.

Where does the balance detail come from?

Runs on exports from Vertafore AMS360. General ledger, transaction, and activity exports provide the starting records.

BUILT AROUND AGENCY-BILL WORK

Receivables and collections for insurance agencies

See which customer balances need attention, what created them, and which receipts or credits change the amount to pursue. EvenPenny organizes the agency-bill detail into a practical collections review.

How it works

EvenPenny organizes the AMS360 exports by customer and transaction. You see the invoices and balances behind the receivables total.
EvenPenny organizes the AMS360 exports by customer and transaction. You see the invoices and balances behind the receivables total.
EvenPenny brings receipt and credit activity alongside the billed amounts. You see the remaining balance and the activity that explains it.
EvenPenny groups open amounts by age. You see current and past-due balances together with the customer and invoice reference.
EvenPenny separates balances with missing, conflicting, or unapplied activity for review. You see which items need an explanation before a collection request.
EvenPenny separates balances with missing, conflicting, or unapplied activity for review. You see which items need an explanation before a collection request.
EvenPenny assembles the open-item detail for follow-up. You get the customer, invoice, balance, and supporting activity in one view.
EvenPenny assembles the open-item detail for follow-up. You get the customer, invoice, balance, and supporting activity in one view.

Your agency decides which balances to pursue and sends the customer follow-up.

Follow the amounts

Sample data.
Customer	Open amount	Age	Review focus
A	$2,400	45 days	Invoice and receipt history
B	$1,200	60 days	Past-due balance
C	$800	30 days	Recent activity
D	($150)	Credit	Application against an open item

What your team gets

Customer and invoice detail behind the aging.
Receipts and credits alongside the balance.
A specific open-item list for follow-up.

A useful follow-up names the invoice

An invoice reference, a remaining amount, and the receipt history give the customer a clear question to answer. Keep the explanation attached to the balance as the conversation moves forward.

Start with the reports you already use

Runs on exports from Vertafore AMS360.

Running Applied Epic, HawkSoft, or EZLynx? Send us a sample export and we'll tell you what it takes.

Common questions

Why review receipts before a collections email?: A receipt may have arrived without being applied to the invoice in question. Bringing the activity beside the balance helps explain what remains open.
What should a collections follow-up contain?: Use the customer, invoice reference, period, remaining balance, and the specific question that needs a response.
Where does the balance detail come from?: Runs on exports from Vertafore AMS360. General ledger, transaction, and activity exports provide the starting records.