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The

All-in-One Portal

for Insurance Payments

A connected dashboard to accept, track, finance, and send payments — built for how insurance teams work.

Full Visibility.

Fewer Steps.

The AndDone Portal brings your daily payment tasks into one clean, organized space.

Payments & FinancingHandle every transaction and premium finance quote from a single dashboard.Payment LinksCollect payments quickly with clear, branded options.ReportingReporting that works the way you do. Stay on top of payments without complicated dashboards.Outbound PaymentsOnboard vendors and manage payments from your portal.

Payments

View all payments in one place.
Filter and search by method, status, amount, and more.
Export payment data anytime for reporting.

Financing

Build new premium finance quotes in real time.
Review drafts and monitor quote status.
Track quotes as they move from created to eSigned to funded.

Payment Links

Show what’s owed and what it’s for.
Track completed and pending payments.
Add your logo and branding to build trust.
Simplify how customers pay with flexible options.

Reporting

Filter and sort by date, amount, status, or method to find any transaction in seconds.
View full transaction details, including authorization, settlement, and refund history.
Download daily CSV reports for authorizations, settlements, chargebacks, and refunds. 

All reports are clear, exportable, and always up to date. Everything you need to stay in sync. 

Send Payments

Fill out a check online, and AndDone mails it to your vendor.
Reduce delays in commission or vendor payouts.

Track Payments

View all open and completed payments.
Monitor status updates and transaction details.

Customizable

Settings

Personalize every part of your payment experience inside the AndDone Portal.

Branding

Make the checkout experience feel like your own.
Add your logo, choose your colors, and set how your brand appears across every page.

User Management

Tailor your team’s access with roles-based access controls (RBAC).
Add or remove users from one dashboard.
Assign admin or basic roles.
Create new, modular roles for custom permissions.

Notifications

Stay informed in real time.
Keep the right people connected by choosing which users receive alerts for payments, refunds, or system updates.

Business Details

Update agency details, time zones, and payout preferences.
See and review all your features, fees, and payment acceptance limits in one place.

Anytime Payments Configuration

Set your subdomain, choose AMS360 or standard payment options, and define your reference fields.
Control how customers make payments through your portal.

Processing Details

Set your subdomain, choose AMS360 or standard payment options, and define your reference fields.
Control how customers make payments through your portal.

AndDone Portal

Frequently Asked Questions

Request a demo and we’ll walk you through the setup step by step. You choose your payment options, customize your branding, and set user roles. Most teams are fully set up in under a week.

You can link to your portal using a direct payment link, subdomain, or embedded button—whatever fits your site best. Our team helps make sure it’s live, branded, and easy for your customers to use.

Yes, AndDone integrates with AMS360. We’ll help you configure the connection so your payments flow into the systems your team already relies on.

Built for Efficiency

Collect, track, and send funds in one platform. Hosted, embedded, and secure APIs let you configure payments your way, without compromising security.

Smart. Scalable. Innovating for what’s next in insurance.

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