BREA, CA — July 23, 2026 — In a move set to redefine the operational efficiency of the commercial insurance sector, Dyad, a leader in insurance management software, and Imperial PFS (IPFS), a premier provider of premium financing and digital payment solutions, have announced a strategic integration. By embedding IPFS’s financial services and the AndDone payment platform directly into Dyad’s ALIS DX system, the partnership eliminates the "swivel-chair" workflow that has long plagued MGAs, wholesalers, and program administrators.
This collaboration marks a significant milestone in the digital transformation of the insurance industry, moving away from fragmented, multi-system environments toward a unified, "one-stop" digital transaction hub.
The Core Innovation: Removing Workflow Friction
For years, the insurance industry has struggled with a persistent technological hurdle: the disconnect between policy management systems and financial transaction tools. When insurance professionals are forced to navigate between an underwriting platform, a separate premium finance portal, and a third-party payment gateway, the risk of data entry errors increases, and the speed of business slows down.
The integration of IPFS and AndDone into ALIS DX fundamentally alters this paradigm. Users can now generate quotes, secure financing, and process payments without ever leaving the ALIS DX interface. This seamless transition from quote to bind is designed to reduce the administrative burden on agency staff, ultimately allowing them to focus on high-value activities like client relations and risk assessment rather than manual data reconciliation.
A Chronology of Collaboration: The Path to ALIS DX Integration
The partnership between Dyad and IPFS is not a sudden development, but rather the culmination of a long-term strategic alignment between two companies dedicated to modernizing insurance distribution.
- Initial Discovery: Over the past 24 months, both Dyad and IPFS identified that their mutual customers—predominantly MGAs and wholesalers—were seeking ways to reduce the time-to-bind. Research indicated that manual entry between platforms was a primary cause of operational latency.
- The Development Phase: Throughout late 2025 and the first half of 2026, engineering teams from Dyad, IPFS, and the AndDone division worked to build a robust API-led connection. The focus was on ensuring data integrity, where information entered into ALIS DX would automatically populate financing and payment fields in real-time.
- Beta Testing: During the second quarter of 2026, a select group of pilot users integrated the new workflow. The feedback was overwhelmingly positive, with early adopters reporting a significant reduction in time spent on document preparation and payment collection.
- The July 2026 Launch: Today’s announcement signifies the official general availability of these integrated tools, making the capabilities accessible to the entire ALIS DX user base.
Supporting Data: The Case for Embedded Finance
The urgency for this integration is backed by shifting market expectations. According to industry surveys, the "digital-first" expectations of modern insurance buyers have forced intermediaries to adopt faster, more transparent processes.
- Reduced Manual Effort: Preliminary data from the beta phase suggests that firms using the integrated workflow can reduce the time required to initiate a financing quote by up to 40%.
- Data Integrity: By eliminating the need for manual re-entry of client information across different platforms, the integration significantly lowers the potential for "fat-finger" errors, which historically cause delays in premium collection and bind times.
- Payment Velocity: The inclusion of the AndDone payment platform allows for instant, digital payment collection, which, when paired with premium financing, allows agents to bind policies and issue certificates of insurance significantly faster than traditional methods involving mailed checks or external payment links.
Official Perspectives: Aligning Vision with Execution
The leadership teams at both Dyad and IPFS emphasize that this integration is not merely a technical update but a strategic commitment to the future of the insurance industry.
The Perspective from Dyad
Craig Foos, CEO of Dyad, highlighted the necessity of removing technical barriers to allow for better business performance. "Insurance transactions become more complex when financing and payments sit outside the platform where the work actually happens," Foos remarked. "This integration brings those capabilities directly into ALIS DX, giving our customers one less thing to manage. Partnering with IPFS and AndDone to remove that friction is exactly the kind of practical innovation we want to deliver for agencies and MGAs."
The Perspective from IPFS
Frank Friedman, CEO of Imperial PFS, echoed these sentiments, framing the partnership as a critical step in the industry’s evolution. "Our partnership with Dyad represents another important step in our vision of making premium finance and payments a seamless part of the insurance transaction," Friedman stated. "By embedding our solutions directly into the ALIS DX platform, we’re helping MGAs work more efficiently, deliver a better customer experience, and help accelerate the insurance industry’s transition to a more connected digital experience. At IPFS, we believe the best partnerships create meaningful value for our mutual customers, and we’re proud to work alongside Dyad to accomplish exactly that."
The Wider Implications: A Modernized Insurance Lifecycle
The implications of this partnership extend far beyond the immediate efficiency gains for individual users. As the insurance market continues to harden and competition intensifies, the ability to deliver a frictionless experience becomes a key differentiator for MGAs and wholesalers.
Operational Efficiency and Scalability
For organizations handling high volumes of commercial policies, this integration provides the scalability needed to handle growth without a proportional increase in administrative staff. When a system handles the "heavy lifting" of finance and payment, the agency can handle more business with the same headcount, directly impacting the bottom line.
Elevating the Client Experience
The ultimate beneficiary of this integration is the end-insured client. In a modern economy, insureds expect the same ease of payment that they experience with consumer tech companies. By allowing them to pay premiums through secure, integrated portals—often in the same digital environment where they receive their policy documents—agencies provide a more professional, modern, and trustworthy service.
Future-Proofing the Industry
The collaborative efforts of Dyad and IPFS represent a broader industry trend: the move toward "Platformization." By creating an ecosystem where disparate tools—underwriting, compliance, finance, and payments—exist within a single "pane of glass," the industry is effectively insulating itself against the volatility of manual workflows.
Moving Forward: Roadmap and Access
The launch of these features is described by both firms as the "next phase" of a broader relationship. As artificial intelligence and machine learning continue to permeate insurance operations, it is likely that future iterations of this integration will include automated financing recommendations based on policy size and client risk profiles, further reducing the need for human intervention.
For current ALIS DX users, the integration is available immediately. The companies have encouraged interested parties to view a live demonstration to see the workflows in action.
About the Partner Organizations:
- Dyad: A pioneer in simplifying insurance processing and distribution through intuitive software solutions. Dyad’s mission is to allow insurance professionals to focus on business growth through superior technology.
- Imperial PFS (IPFS): A titan in the premium finance sector, known for providing fast, flexible, and reliable financing that helps agents manage cash flow and client expectations.
- AndDone: A specialized platform under the IPFS umbrella, focused on modernizing payment experiences through secure, embedded checkout functionality.
As the insurance industry navigates the digital era, the synergy between Dyad and IPFS serves as a case study for how collaborative innovation can solve long-standing operational inefficiencies, creating a more agile and responsive market for everyone involved.
