IPFS & AndDone Integration for ALIS DX

Today, most MGAs handle premium financing and payments outside the policy workflow: emailing PFAs manually, chasing agent signatures, re-keying down payments into accounting, and reconciling invoices line by line. Financing is often offered through a disconnected external provider, and payment collection still runs on legacy e-check workflows with no modern ACH or card option. Every extra step is friction that can slow a quote to bind - or lose the conversion altogether.

The IPFS + AndDone integration for ALIS-DX turns that manual grind into a one-click, embedded experience. Agents and insureds generate PFAs, review financing terms, and pay by ACH or credit card without leaving ALIS-DX, and payment and financing status sync back to ALIS accounting automatically.

Financing Embedded from Quote to Bind

The PFA is generated at Quote and reused at Binder - financing follows the policy lifecycle without manual re-entry.

Faster Premium Collection

Agents and insureds can pay in full or finance over time, right in the quote - reducing bind delays and improving cash flow.

Automated Accounting Sync

Payments and financing status post back to ALIS accounting automatically - no manual reconciliation.

Modern, PCI-Compliant Payments

ACH and credit card via a hosted, PCI-compliant portal - no PCI risk for the MGA, no legacy e-check workflows.

Unified Agent & Insured Experience

Agents and insureds never leave ALIS-DX to finance or pay - fewer steps, less friction.

The IPFS + AndDone integration supports the full finance-to-payment workflow inside ALIS-DX:

Auto-generates a Premium Finance Agreement (PFA) at Quote - zero manual effort
Embeds digital payment links in Quote, Binder, and Invoice templates
Reuses the PFA at Binder - no new API call, no duplicate paperwork
Combines multiple quotes into a single PFA for multi-line submissions
Supports Pay-in-Full (ACH or credit card) and Pay-Over-Time (IPFS financing) in one flow
Lets agents pay one or multiple invoices directly from the Dyad Agent Portal
Syncs payment and financing status back to ALIS accounting automatically

Available now for ALIS DX v4.1.18.0 and above.

Step 1

Book a Demo / Register Now / Request a Meeting

Step 2

Get Unified – Quote, bind, invoice, and report in one place with automation + carrier connectivity.

Step 3

Grow Confidently — scale faster, work smarter, and never replatform again.

“Operational efficiency was a key driver in our selection of Dyad’s ALIS platform. We needed a solution that could not only support our wholesale strategy but also reduce manual work for our underwriters and brokers. Dyad delivered an innovative, scalable system that positions us for long-term success in the market.”

VP @ American Eagle Underwriting Managers

MICHAEL WALLER

“Our partnership with Dyad is grounded in creativity, collaboration, and a shared focus on delivering results”

President of IPS

TIM ANDERS

MGA

Eliminate the reconcile grind - PFAs auto-generate, and payments post back automatically, so your ops team gets time back every week.

Wholesaler

Embed financing in the quote - agents see terms and can bind without leaving the workflow, improving close rates.

Program Admin

At scale, embedded finance and auto-reconcile have the largest impact on processing efficiency and cash flow.

MGU

Offer pay-in-full and pay-over-time at the quote stage - keep insureds in the flow and close more business.

IPFS Premium Finance and AndDone Digital Payments, Now Integrated With ALIS DX

Managing Premium Finance and Payments

Built for MGAs, Wholesalers, and Program Administrators

Three-Step Plan

Step 1

Step 2

Step 3

Hear From Our Customers

Built for MGAs, MGUs, and Program Administrators

MGA

Wholesaler

Program Admin

MGU

Ready to see it in action?