Automate routine collections without losing control.
Simple follows your approved outreach policy, verifies the right party, explains balances, takes permitted payment actions, and escalates disputes or hardship cases to a trained agent.
A collections workflow built around policy.
Configure calling windows, identity checks, disclosures, consent and opt-out handling, payment-plan eligibility, and escalation rules for each portfolio. Every attempt, promise, dispute, and disposition is logged to your system.
Calling Daniel R.
$240 · 14 days overdue
Reminder 2 of 3
Consistent, policy-aware outreach
Apply approved cadence, calling windows, disclosures, and stop conditions across every eligible account and channel.
Respectful conversations with clear boundaries
Explain the balance and available options, then route disputes, hardship, legal questions, or vulnerable-customer cases to the right team.
Daniel R.
$80 × 3
Synced to CRM
Transcript saved
Payment plan set
Write the outcome, promised amount and date, payment-plan status, transcript, and follow-up action back to your system.
Increase portfolio coverage under the same controls.
Reach more eligible accounts
Run approved outreach and retries so eligible accounts receive each attempt within the permitted schedule.
Reduce repetitive agent work
Automate reminders, routine balance explanations, payment-plan setup, dispositions, and scheduled callbacks.
Escalate difficult conversations
Pass on disputes, hardship, threats, confusion, and other sensitive circumstances where human touch is necessary and appropriate.
Apply approved compliance controls
Enforce the policies, disclosures, call windows, audit logs, and escalation paths your compliance team approves.
Frequently asked questions
How are compliance and customer protections enforced?
Your team defines eligible accounts, calling windows, identity checks, disclosures, consent and opt-out handling, payment options, and escalation rules. Simple applies those controls on each attempt and logs the conversation, disposition, and next action for review.
What happens when someone disputes the balance or reports hardship?
Simple stops the routine workflow and routes the account according to your policy. A trained person receives the identity-check status, transcript, dispute or hardship reason, and required follow-up.
Which systems can Simple connect to?
Simple connects to CRMs, calendars, order and billing systems, help desks, data warehouses, and phone platforms through native integrations and APIs. During scoping, the launch team maps each read, write, and authentication step your workflow needs.
What determines the time to launch?
Timing depends on workflow complexity, integrations, policy review, and testing. The launch team maps call reasons and exceptions, connects the required systems, tests with your team, and expands only after the first workflow meets agreed quality targets.
How does Simple protect customer data?
Simple maintains SOC 2 Type II certification and supports HIPAA-compliant deployments. Conversations and transcripts are encrypted, PII redaction is available, and your team controls access, retention, and workflow permissions.
Design a collections workflow with AI that your compliance team can stand behind.
