USE CASE

FIELD TEAM PAYMENT COLLECTION (E.G., INSURANCE ADJUSTERS)

The Challenge

In-the-Field Payment Delays Create Operational Bottlenecks

Mobile professionals such as insurance adjusters, appraisers, or inspectors often complete services on-site, but lack secure, efficient ways to collect payment at the moment. Relying on phone calls, mailed invoices, or delayed follow-ups introduces friction, slows cash flow, and risks missed revenue.

No Seamless Way to Collect On-Site

Teams in the field lack payment tools that work without apps, logins, or hardware

Delayed Billing and Payment

Service completion doesn’t always trigger immediate invoicing, resulting in missed or delayed revenue.

Customer Inconvenience

Clients don’t want to call in cards or wait for emailed links after a visit.

Increased Compliance Exposure

Manually collecting or storing card info over the phone risks PCI violations.

the solution

Put a Mobile Payment Power Tool in Your Team’s Hands

Authvia enables field professionals to send a secure, branded payment request from any mobile device with no app, no terminal, and no delays. With a single tap, your team can request and collect payments the moment service is complete, improving convenience, compliance, and cash flow.

How It Works:

Trigger Reimbursement Notification

Team members send a secure payment link via SMS or email right from the field.

Customer Pays in Seconds

Clients tap the link, review the amount, and complete payment with their card, wallet, or ACH on their own device.

Secure and Compliant

No card data is handled by the field team; every transaction is tokenized and PCI compliant.

Track in Real Time

Field teams and admins can see when messages are delivered, clicked, and paid, no need to follow up manually.

Integrates with CRMs or Job Management Tools

Payment status can sync back to your system to update jobs and trigger next steps.

Results That Matter

Faster Payments

Reduce time to payment from days to minutes by enabling real-time collection.

Increased First-Time Payment Success

Engage customers while the interaction is fresh, improving completion rates.

Reduced Risk and Overhead

Eliminate manual card handling and reduce billing admin work.

Enhanced Professionalism

Deliver a seamless, modern customer experience from field to finance.

Modernize Your Payments with Authvia

Faster transactions, higher conversions, and a seamless customer experience, all through the power of text.