Payments
Every way a customer pays, reconciled back to the policy.
- Card via Stripe
- Direct Debit via GoCardless
- Manual settlement
- Monthly instalments
- Refund allocation
- Payment grace periods
- Payment provider logs
- Products
- Payments & Reporting
Written premium is not cash collected. The ledger knows the difference.
Most quote engines stop at the price. CRD Core follows the money: how it was collected, what is still owed, and what the numbers looked like on any day in the past.
Written premium £1,284,300
≠ Cash collected £1,054,300
Premium ledger Period: September
- Written premium £1,284,300
- Cash collected £1,054,300
- Instalments not yet due £198,400
- Overdue within grace period £31,600
Payments, finance and reporting
From the first instalment to the bordereau.
Collection, accounting and reporting run on the same ledger, so every figure reconciles.
Core finance
The accounting spine underneath every premium movement.
- Premium ledger
- Accounting period close
- Insurance Premium Tax
- Daily exchange rates
Reporting
The numbers insurers, MGAs and brokers actually ask for.
- Settlement
- Loss ratio
- Commission
- Bordereau
- Aged debt
- Data exports
- Live dashboard
- Historical integrity
Historical integrity
Reports you can defend.
Historic reports use the data that was true at the time. Where history is missing, the report says so instead of filling the gap with today's values.
If CRD doesn't know something historically, it tells you. It doesn't manufacture certainty from today's data.
Doing technical due diligence? Every feature is in the capability register.
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See CRD Core running your products.
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