Project Info

  • Type : Web Application Development
  • Client : Texas Insurance Company
  • Location : Texas, USA

Accounts Receivable Automation


The client requested to develop an automated tool to improve their invoicing and payments processes, and add transparency to the staff performance.


We developed a web-based application which allows a client to upload raw data from 3rd party accounting application and track invoices by each policy number, and browse agents’ performance on a daily basis.

03.Main Features

  • View list of active, cancelled, and expired policies
  • View invoice details
  • Update policy status, and invoice status log
  • Assign a selected agency to a specific staff member
  • View visual statistics by agents and agencies
  • Track daily activity of all staff members
  • Different levels of access based on managers and agents permissions
  • View history of uploaded lists