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Integrations

We plug into whatever you run.

If we don’t yet, we build it for you, free. Most connections are live within two weeks.

Ask about your system

Three ways in.

Start with a file today and move to an automatic connection when you are ready.

1

Upload a file

A CSV or Excel export from any system, using the template we provide. Daily, or whenever you like.

2

Automatic feed

An SFTP drop, an email attachment, or our API and webhooks. We pick it up and confirm every batch.

3

Direct connection

We connect to your policy admin system or CRM: Salesforce, HubSpot, Zoho, Dynamics, Sage, Xero, Genasys, Sapiens, Tial, or your own.

Systems we connect to

Messaging

  • WhatsApp BusinessWhatsApp Business

    First contact and replies, through approved message templates on the WhatsApp Business Platform.

  • EmailEmailOn request

    Reminders and receipts by email for policyholders who prefer it, set up for you during onboarding.

  • VoiceVoice

    A recorded call as the backup channel, with the RICA recording notice read out first.

Payments

  • StitchStitch

    Payment links that settle into the insurer’s own Stitch account.

  • PayFastPayFast

    Card and instant EFT links on the insurer’s own PayFast merchant account.

  • OzowOzow

    Instant EFT on the insurer’s own Ozow account.

  • PayShapPayShapOn request

    Real-time payment by ShapID through your payment provider, set up during onboarding where your bank supports it.

Policy administration

  • GenasysGenasysOn request

    We set up a link with your policy admin system during onboarding: failed debit orders in, payments back.

  • SapiensSapiensOn request

    We set up collections exceptions in and recovery outcomes back during onboarding, on your schedule.

  • TialTialOn request

    We set up a pickup of your daily failed-collection export during onboarding.

CRM

  • SalesforceSalesforceOn request

    We set up logging of each conversation against the policyholder’s record during onboarding.

  • HubSpotHubSpotOn request

    We set up contact updates and recovery outcomes on the timeline during onboarding.

  • ZohoZohoOn request

    We set up case notes and payment status in Zoho CRM during onboarding.

  • Microsoft Dynamics 365Microsoft Dynamics 365On request

    We set up recovery cases and outcomes in Dynamics 365 during onboarding.

Accounting

  • SageSageOn request

    We set up recovered premiums and our invoices for your Sage ledger during onboarding.

  • XeroXeroOn request

    We set up an export of reconciled payments and invoices to Xero during onboarding.

Data

  • Microsoft ExcelMicrosoft Excel

    Save your sheet as a CSV file and upload it, using our template. Daily or whenever you like.

  • SFTPSFTPOn request

    We set up a folder during onboarding: drop a file on a schedule and we pick it up.

  • Your APIYour API

    Push failed debit orders to our API and fetch payment results back from it.

Connections other than file upload and API are set up for each client during onboarding. Product names are trademarks of their owners and do not imply a partnership.

Don’t see your system?

Most connections are live within two weeks. No setup fee.

Payments

The money goes to you. We never touch it.

Payment links run on your own Stitch, PayFast or Ozow merchant account. When a policyholder pays, the provider settles into your bank account on its normal schedule.

Keepbrook only sees that a payment happened, for how much and against which policy, so reminders stop and the payment lands in your reconciliation file. We invoice our fees separately each month.

How a connection is set up

  1. 1

    Kick-off call

    One hour with your collections and IT people. We agree the source, the fields and the schedule.

  2. 2

    We map your fields

    We match your columns to ours and write the mapping down for you to check.

  3. 3

    Test batch with 50 cases

    We run 50 real cases end to end, with scripts you approved, and review the results together.

  4. 4

    Go live

    The daily feed switches on. You get the reconciliation file from the next morning.

Have questions? We’re happy to chat.

  • For each failed debit order: the policy number, the policyholder’s name and mobile number, preferred language if you have it, the amount and the date it failed. Our template lists every column.

Start protecting the premiums you’ve already earned.

Find out what Keepbrook can recover for you.

Contact sales