BillingCore with Insa

AI-native premium billing

Billing that thinks ahead.

BillingCore runs premium billing end to end: accounts, payment plans and installments, invoices, payments and allocation, delinquency and notices, cancellation for non-payment and reinstatement, agency bill and reconciliation. Insa is the brain inside it. It reads every account you open and answers with real numbers from your ledger.

Plan to cash in one flow Explainable allocation Open over MCP

The whole billing cycle, with a brain

Every stage of a bill. Insa in every one.

01

Set up

Opens the account, picks the payment plan and lays out every installment, fee and due date before the first bill.

02

Invoice

Explains every line on an invoice, from installment to fee to credit memo, in words the insured understands.

03

Collect & allocate

Matches each payment to the oldest open item and shows exactly where every dollar landed.

04

Chase

Tracks every past-due account through the notice ladder and tells you what sends next, and when.

05

Cancel & reinstate

Prepares cancellation for non-payment and reinstatement on receipt, then waits for your confirmation.

06

Reconcile

Ties deposits to the ledger, agency statements to producers, and flags anything that will not balance.

Ask anything

Real answers, not generic advice.

Insa answers by calling tools against BillingCore itself, so every balance, count and due date comes from your billing ledger. When it can't find something, it tells you instead of guessing.

“Which accounts are past due right now?”

list_overdue_accounts
Overdue accounts
23$148.6K past due
Oldest
74 daysBA-10217
At notice step 2
6cancel-eligible within 10 days

“Where is this account in delinquency?”

get_delinquency_status
Stage
Notice 2 of 3sent 6 Oct
Past due
$3,0702 installments
Cancel eligible
3 Novif still unpaid

“Did yesterday's deposits reconcile?”

get_reconciliation
Matched
412 of 418$1.28M applied
Unmatched
6$9,840 held in suspense
Ledger variance
$0.00bank vs. ledger

Example answers from a demo book.

One brain, every seat

Built for the people who collect the premium.

Work

Billing & collections

Set up plans, post and allocate payments, chase past-due accounts and reconcile, with Insa reading the account alongside you.

  • Explainable payment allocation
  • Notice ladder at a glance
  • Cancel and reinstate in one flow
See

Executives

The whole receivable in one question: what came in, what is late and which policies are about to lapse.

  • Cash collected vs prior period
  • Receivables aging
  • Lapse risk by line of business
Build

Developers

Every Insa capability is an MCP tool, so the same intelligence works in VS Code, Claude and your own agents.

  • HTTP + stdio MCP server
  • One tool definition, every surface
  • Tenant-scoped and keyed

What AI-native means here

Not a chatbot bolted on. The way the system works.

Human in charge

Write-offs, cancellations and reinstatements wait for your confirmation and respect your authority.

Tool-grounded

Every balance and count comes from a tool call against the billing ledger. It never guesses.

Explainable allocation

Each payment shows which installment, fee or credit memo it paid, and why in that order.

Live, not batch

Aging and delinquency are read from the ledger as it is now. No overnight sync and no stale dashboards.

Open over MCP

The same tools are exposed over MCP, so your own agents get the same brain.

Page-aware

Insa sees the account, invoice or payment you are on. No copying account numbers into a chat box.

Put Insa to work on your receivables.

Open Insa from the top bar anywhere in BillingCore and ask.