IBSuite Billing
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Streamline and automate all aspects of the billing activities (invoice generation, invoice distribution, sub-ledger control etc.) and handle all aspects of billing and cash management as well as commission handling – configurable and manageable by any user. Manage billing schedules, payment frequencies, installment plans, payment channels, reconciliation rules and specific collection rules directly from IBSuite – support multiple payment channels, including but not limited to credit card, bank transfers, direct debit etc.
Key Features
- Full flexibility in defining billing properties and processes (installment plans, payment channels, collection intervals etc.)
- Configure the processes to meet your required level of automation
- Obtain a uniform overview of billing information on party, customer, policy- and claim level
- Manage not only customer balances but also party (externals, brokers, agents, insurers, suppliers etc.) balances
- Ensure full automation of payment reconciliation (placement of receivables)
- Always up-to-date and with the full overview of financial transactions that have occurred on a customer record
- Support for dunning, disputes and reminders
- Calculates balances in real-time
- Supports multi-currency on the same customer relation including mapping to different general ledger dimensions
- Configure payment- and installment plans to meet your needs
- Supports direct- and indirect billing and collection, either IBSuite managed or third-party managed
- Manage multiple payers
- Single and consolidated billing
- Several collection methods / collection types
- Customer Account Balance to manage cash allocation on- and between accounts
Key Benefits
The IBSuite Billing Engine is build to take advantage of the highly flexible product model and configuration capabilities in IBSuite. The IBSuite Billing Engine supports standard billing arrangements where policies and claims (collections) are paid i.e. by credit card or via direct debit.
The IBSuite Billing Engine also supports highly advanced business models and billing arrangements, including situations where a partner is selling a policy as a part of the partners value chain – even where the partner is collecting the money for the policy.
IBSuite Billing also supports:
- Flexible payment plan management
- Advanced configuration support for dunning and reminders for different LOBs and customer types
- Multiple flexible configuration options for payment matching, write off rules etc
- Multiple payment channels: SEPA Direct Debit/Credit, UK BACS, DK NETS/PBS, SE AutoGiro, e-invoice, SAP Payment, Stripe Credit Card Payments, MobilePay etc.
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