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Elena

Billing & finance

Meet Elena, your billing manager

Money owed isn’t money earned until it’s collected. Elena chases payments and reconciles your statements — politely, persistently, on time — so your cash flow stops depending on awkward reminders.

Reporting in your daily briefing
What Elena does

Three jobs, handled every single day


Payment reminder & collections

Gets you paid, without the awkward chase

Elena sends timely, on-brand payment reminders and follows up on what’s overdue — firm but friendly — so you collect what you’re owed without being the bad guy.


Commission statement collector

Reconciles what you’re actually owed

Carrier commission statements are scattered and easy to under-collect. Elena gathers them, reconciles the numbers, and flags anything that doesn’t add up — so you get paid in full.

On-brand, on-time follow-ups

Persistent without being pushy

Elena knows the difference between a gentle nudge and a final notice, and times each one right — keeping cash flowing while keeping clients comfortable.

A day with Elena

While you're doing everything else

8:00 AM

Reviews what’s due and overdue

Checks every outstanding payment and statement.
8:02 AM

Reports collections

‘4 reminders sent, 2 already paid, collected total updated.’
11:00 AM

Chases an overdue invoice

Sends a friendly second reminder on an account past due.
2:00 PM

Reconciles a commission statement

Matches a carrier statement and flags a shortfall.
4:30 PM

Flags what needs you

Surfaces the one account that needs your personal touch.
Better together

Elena works with the rest of your team

Your employees hand work to each other automatically — so the whole team moves as one.
S
Sarah
Retention & client care
Elena’s payment signals tell Sarah which clients risk lapsing.
Meet Sarah →
P
Paul
Policy service
She flags billing impacts when Paul processes a coverage change.
Meet Paul →
T
Tom
Commercial specialist
Elena reconciles the commissions on the policies Tom places.
Meet Tom →
FAQ

About Elena

Will Elena’s reminders annoy my clients?
No — they’re polite, on-brand and sensibly timed. Elena escalates only when needed, so you collect without straining the relationship.
Does she send reminders automatically?
You choose. Routine reminders can run on autopilot while anything sensitive waits for your approval — all visible in your briefing.
How does commission reconciliation work?
Elena gathers your carrier statements, matches them against what’s expected, and flags shortfalls — so you catch the money you’d otherwise leave on the table.
Can I hire just Elena?
Yes — owners with cash-flow or collections pain often start here, because the money she recovers tends to cover the whole team.
Still have questions? Our team is here to help you find the right solution.
Contact Support

Collect what you’re owed

Book a demo and see how much Elena could be collecting and reconciling for you every month.
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Founded 2017 · Headquartered in Mumbai, India · Serving customers globally
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