FinDock for Insurance
FinDock connects premiums, claims, and commissions directly into Salesforce so insurers can cut manual work, simplify payments, and deliver a smoother experience for policyholders.
Trusted by leading organisations globally
Payments on Salesforce for Claims, Finance & Risk leaders
When payment and customer data live together in Salesforce, customers and claimants can pay and get paid quickly and clearly. Claims and Operations teams spend less time fixing payments, Finance teams work from accurate, reconciled figures, and Risk and Compliance leaders get a clear audit trail for every premium and payout.
Recurring premiums→
Automate monthly, quarterly, or annual policy payments across cards and Direct Debit mandates (SEPA, Bacs, ACH and others) directly in Salesforce.
Multi-bank and multi-entity control
Manage multiple bank accounts and entities in one place, and route collections and payouts to the right account automatically.
Built for volume and peak cycles
Handle big premium runs, renewals, and portfolio migrations without extra manual work.
Outbound payments for claims and commissions →
Trigger and track payouts from Salesforce – from claim settlements to refunds and broker commissions.
A complete payment engine for insurance
FinDock manages the full insurance payment lifecycle – from the first premium to claims payouts and reconciliation – all within Salesforce.
Payment Processing
Collect premiums and fees via Direct Debit, cards, and digital or agent-led journeys.
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Payment Recovery
Keep recurring premiums on track with Smart Dunning – automated retries and reminders.
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Payment Reconciliation
Match bank and PSP transactions to policies, invoices, and claims.
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Seamless integration with Salesforce clouds
FinDock extends Salesforce – including Financial Services Cloud, Revenue Cloud, Experience Cloud, and Marketing Cloud – with a native payments layer. Every premium, Direct Debit mandate, card transaction, claim payout, and outbound commission is connected to the right customer or policy record in Salesforce.
Collect premiums in Salesforce
FinDock turns Salesforce into your premium collection engine, so every premium, fee, claim payout, and commission is linked to the right customer, policy, or broker – not buried in bank portals or PSP dashboards.
Automated recurring premiums →
Run monthly, quarterly, or annual premiums across Direct Debit and cards in Salesforce, with schedules and mandates managed in one place.
Digital and agent-led journeys
Let customers pay through portals, branded payment pages, or the contact centre, with every payment written back to Salesforce.
Bank and PSP flexibility
Use your own banks and bureaus for Direct Debit, and connect PSPs where needed, while keeping one consistent collection process in Salesforce.
Outbound claims and commissions→
Initiate and track payouts from Salesforce – from claim settlements to refunds and broker or partner commissions – with a clear audit trail.
Data, not funds – your money stays with you
FinDock orchestrates payments in Salesforce but doesn’t hold the funds. Premiums and payouts flow directly between your customers, your banks, bureaus, or PSPs. Finance keeps full control of cash and float, while operations control how payments are collected, tracked, and followed up – including automated next actions like confirming cover, updating policy status, or retrying a premium, all without leaving Salesforce.
You can find the full list of compatible providers and methods in the FinDock Factsheet→
Keep recurring premiums on track
Missed premiums don’t have to mean lost revenue or lapsed cover. FinDock gives insurance operations full visibility into failed or late premiums in Salesforce, plus Smart Dunning tools to recover them with automated retries and reminders.
Smart Dunning journeys
Use Salesforce automation to run tailored recovery flows – from retries to reminder sequences and PayLinks – based on product, region, or customer profile.
Flexible Recovery Options
Offer customers different ways to resolve missed premiums, such as retries, PayLinks, or structured premium plans, helping them get back on track and avoid lapses.
Integrated Assisted Payments→
When customers prefer human support, agents can take payments by phone or mail using Virtual Terminal, with every transaction recorded back into Salesforce.
ABN AMRO Verzekeringen is going from four legacy payment systems to one Salesforce-native platform by using FinDock with Salesforce Financial Services Cloud — simplifying payment operations, reducing manual work, and enabling a 360° view of every customer and policy.
“FinDock is flexible, ambitious, and fit for purpose. Because of the seamless integration between Salesforce and FinDock, we have one overview of business insurances and intermediary activities — we can collect and pay money faster, in ways customers expect.”
– Roel van de Donk, IT Manager B2B and Intermediary Chains
Match every payment to the right record
FinDock brings bank and PSP data into Salesforce and helps you match each transaction to the correct policy, invoice, claim, or broker account. Finance, Operations, and Risk all work from the same reliable picture of what’s been collected in premiums and what’s been paid out in claims and commissions.
Bank and PSP reconciliation in Salesforce
Import statements and PSP files and reconcile them against premiums, fees, claims, and broker or agent commissions without spreadsheets.
Commissions tied back to Salesforce
Reconcile broker and agent commission payments to the commission records you manage in Salesforce, so payouts and compensation data stay in sync.
Guided Matching for edge cases→
Use rules-based suggestions to quickly match payments with missing or messy references to the right records.
Multi-entity and multi-bank clarity
See which payments belong to which entity and bank account, while keeping the reconciliation process in Salesforce.
Audit-ready history
Trace every transaction from instruction to statement line, supporting internal controls, external audits, and regulatory reporting.
Why insurers choose FinDock
Built for recurring premiums and payouts
Designed around Direct Debit, recurring billing, and high-volume collections and claims.
Native to Salesforce
Customer, policy, and payment data stay in Salesforce — no separate payment database to maintain or reconcile.
Strong control for operations and finance
Operations own how payments are collected and followed up; Finance gets accurate, reconciled figures and clean audit trails.
Flexible banks, bureaus, and PSPs
Use your existing banks and bureaus for Direct Debit and connect PSPs where needed, without losing control of processes or data.
Ready for complex setups
Supports multi-entity, multi-bank, and multi-country environments without fragmenting payment data.
Our customers report the following benefits:
%
Reduction in time spent reconciling data
%
Increase in user satisfaction
%
Improvement in customer insights
%
Increase in data quality
* Data from the FinDock customer impact study, 2024
