Case Studies

AndDone: Transforming Insurance Payment Processing

Written by AurionPro Fintech | Dec 4, 2024 10:57:22 PM

Quick Summary

AndDone emerged from IPFS (Imperial Premium Financing Services) to modernize insurance payment processing. Working with Aurionpro Fintech, they implemented a comprehensive payment platform over 13 months that now handles $50M+ in daily transactions. After an initial rollout period of just 6 months, the partnership has continued successfully for a period of over 3 years.

 

 

Key Points:
  • Transformed from traditional premium financing to tech-forward payment platform
  • Addressed fragmented payment processing and competitive pressure from fintechs
  • Implemented embedded payments platform with real-time financing options
  • Reduced processing charges and streamlined merchant onboarding
  • Achieved comprehensive platform control with private label solution
  • Successfully onboarded parent company’s competitors as clients
  • Maintains robust security compliance while enabling innovation

 

Background: Who are IPFS and AndDone?

Imperial Premium Financing Services (IPFS) is a leader in the insurance premium financing industry with billions of dollars in annual transaction value. As the premium financing industry evolved, increased competition and shifting market demands forced IPFS to adapt or get left behind. This ultimately led to the formation of AndDone - a tech-forward, modern dedicated insurance premium collection and payment platform.

 

 

Challenges for the New Company

AndDone inherited several problems from IPFS that would need to be solved if the new company was ever going to get off of the ground. The company’s payment processing infrastructure was notably fragmented, relying on multiple third-party processors that weren’t optimized for insurance-specific transactions. This fragmentation resulted in
elevated processing charges and created an inefficient experience for both the company and its clients.

The premium financing landscape was simultaneously experiencing significant shifts. New fintech competitors were rapidly entering the insurance payments space, capturing market share through innovative digital solutions. This competitive pressure highlighted the urgent need for digital transformation within IPFS’s operations.

Customer experience issues further complicated the situation. The existing system required insurance brokers and customers to navigate through disconnected processes, particularly when accessing financing options.

The lack of integration between insurance systems and payment platforms created friction points throughout the customer journey, impacting both efficiency and satisfaction.

 

 

Developing the Perfect Strategy

AndDone reached out to Aurionpro Fintech to help perfect their launch, and they stepped up to the challenge. Together, AndDone and Aurionpro Fintech decided on a comprehensive implementation, utilizing the Aurionpro Payments Platform (APP) to its fullest extent in conjunction with a dedicated technical workforce. In order to best support AndDone, the Aurionpro Fintech team built the dedicated workforce out of its foremost experts in financial technology and insurance payments.

 

 

The Results

AndDone’s implementation has yielded substantial operational improvements. The platform currently processes at least $50 million in daily transaction volume, with peak volumes reaching much higher. This scale demonstrates the robust nature of the implemented solution.

The business impact extends beyond pure transaction volumes. Thanks to the groundwork put in by Aurionpro Fintech, AndDone has successfully:

  • Reduced processing charges across the board
  • Streamlined merchant onboarding processes
  • Enhanced overall customer experience metrics
  • Expanded its market presence to the point of onboarding its parent company’s competitors

Strategic Advantages

AndDone’s success is built on the back of several strategic advantages developed as part of the solution:

The technical infrastructure provides comprehensive platform control and data management flexibility, supported by scalable architecture that enables rapid deployment and resource allocation while maintaining robust security compliance.

From a business perspective, the solution delivers exceptional speed to market through its phased deployment approach and rapid iteration capability. This is further enhanced by deep insurance payment knowledge and regulatory compliance understanding, particularly in premium financing.

 

 

How We Did It

The implementation process followed a structured timeline of 13 months, divided into two key phases:

1. Initial Foundation Phase

The first phase focused on establishing robust technical infrastructure. This included development environment configuration, quality assurance systems, and user acceptance testing platforms. Critical integrations with third-party processors were completed during this period, alongside achieving PCI compliance certification.

 

2. Full Implementation and Integration

The second phase delivered an MVP within 6-7 months while continuing system refinements and expansions. Key technical integrations included:

  • Comprehensive payment processing infrastructure connecting bank verification systems, Aurionpro Payments Platform, and Commerce Bank as an ODFI partner
  • Cloud infrastructure implementation with automated DevOps workflows
  • Integration with AndDone’s partner CRM system

 

Finalizing Base Architecture With the Right Partners

A critical early phase focused on establishing the right architectural foundation and partner relationships. The team:

  • Evaluated and selected optimal processing partners
  • Leveraged existing partner relationships where beneficial
  • Established direct ODFI integrations for enhanced control
  • Designed scalable architecture to support future growth
  • Created flexible integration frameworks for partner onboarding

This foundational work was crucial for achieving the rapid 6-month timeline to initial launch while ensuring long-term scalability.

 

 

Key Features and Capabilities

The platform’s architecture was built around three core components that work in concert to deliver a comprehensive payment solution:

The embedded payments platform represents a significant advancement in how insurance payments are processed. It integrates seamlessly with insurance broker websites, providing real-time financing options and streamlined transaction processing. This integration eliminates the traditional barriers between insurance services and payment processing.

The transaction control system provides comprehensive monitoring capabilities with sophisticated treasury team controls. This system manages merchant payouts while maintaining robust risk monitoring protocols, ensuring both efficiency and security in all transactions.

The technical infrastructure operates as a private label solution, offering greater control and flexibility than traditional private label alternatives. This approach enables complete platform control, sophisticated API integration capabilities, and automated merchant onboarding processes that significantly reduce operational overhead.

 

 

 

Future Direction

AndDone continues to evolve its platform capabilities, with ongoing development focused on enhancing onboarding platforms and external platform development. The partnership strategy emphasizes continuous technical innovation and support for new market opportunities.

Key insights from the implementation and operation have validated several critical success factors:

The importance of industry-specific solutions has been clearly demonstrated through improved adoption rates and customer satisfaction. The value of dedicated technical teams has proven essential for maintaining platform stability and driving innovation. Perhaps most importantly, the project has shown how to effectively balance compliance requirements with innovative solution development.

 

 

Conclusion

AndDone’s transformation of insurance payment processing represents a significant advancement in the industry. By addressing specific market needs with targeted solutions while maintaining flexibility for future growth, the platform has established a new standard for insurance payment processing.

The success of this implementation provides valuable insights for similar digital transformation initiatives in the financial services sector.