SimplePin, the enterprise-grade platform built to automate the entire insurance receivables lifecycle, announced that Sahouri Insurance has selected its technology to transform and streamline the agency’s payment operations. Based in Tysons Corner, Virginia, Sahouri Insurance is a family-owned independent agency serving clients with complex, multi-carrier insurance needs. Until now, the agency relied on a mix of disconnected payment tools, leaving billing and reconciliation heavily manual and time-consuming for its back-office teams.
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Faced with rising workload demands and the increasing need for operational efficiency, Sahouri turned to SimplePin to modernize its receivables workflow. The platform will automate key billing and payment functions—including client invoicing, payment follow-ups, and reconciliation—while integrating directly within Applied Epic. This shift is expected to significantly reduce manual data entry, minimize billing errors, and accelerate cash flow.
“Automation was our number one priority,” said Douglas McLellan, Controller at Sahouri Insurance. “With SimplePin, we’re eliminating the risk of missed billings, reducing manual data entry, and giving our team more time to focus on what matters most—serving our clients. The ability to automate the entire billing and payment lifecycle, while still accommodating our unique client needs, is a game-changer for us.”
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SimplePin CEO Metod Topolnik said the company is excited to support Sahouri’s digital transformation.
“They recognized that full automation—from client billing through reconciliation—is essential to running a modern, efficient agency,” he said. “We’re thrilled to help them reduce manual work, improve accuracy, and strengthen client relationships through a better payment experience.”
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By adopting SimplePin’s automated workflows, Sahouri Insurance expects to save significant time across its billing and accounting departments, shorten collection cycles, and increase accuracy. Clients will also benefit from a more seamless experience, including automated reminders and payment options that allow them to pay down to the policy level—reducing friction for both sides of the transaction.
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