Gerald

Centralized and streamlined payments for insurance businesses

Gerald will help you...

solve your end-to-end quote generation and payment processing needs

Flexible Options

  • Use our API or integrate with our widget in just a few minutes
  • User friendly dashboard
  • Intuitive quote application forms
  • Mobile Friendly
  • Try Demo

All Types of Payment Methods

  • Credit cards
  • Debit cards
  • Virtual cards
  • eWallets
  • ACH
  • Digital and paper checks
  • Try Demo

All Types of Payment Schedules

  • One time payments
  • Instant payments
  • Recurring payments
  • Scheduled payments
  • Try Demo

Solutions For Your Business

Quote Aggregation

Use our white-label widget on your website or portals of your partners
Widget allows your customers to apply for insurance products from major carriers
Create a unique link or widget for each agent and partner

Premium Billing + Invoicing

Send and receive payments to and from agents, partners and customers
Digital point of sale for your customers
Pay out claims and commissions to agents and partners
Dashboard to help you manage the entire process
Premium reimbursement management

Expense Management

Create virtual cards and accounts for agents, producers and sales teams
Manage limits and budgets for recipients
Track each transaction for each recipient
Dashboard to help you manage the entire process

How Gerald Works?

Quoting Platform

Online Application

Instant Quote

Binding

Digital Payment

Payment Platform

Simple Sign-up

Check Generation

Check Delivery

Payment Record

Gerald is revolutionizing the insurance payment industry by enabling insurance companies to centralize and process all types of payments solutions on one platform.

- A vertically aligned Insurance "Empire"

Our Partners

We work with insuretechs, insurance carriers, agents, brokers...