Redbird AI syncs insurance policy data with payment records automatically. Stop manually reconciling premium payments, matching transactions to policies, or exporting PayPal data into compliance reports. Let AI handle the data work between your financial systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When premium payments arrive via PayPal, automatically match transactions to the correct policy and annuity records in Corebridge. Update payment status, apply to outstanding balances, and flag discrepancies for review without manual reconciliation.
When a retirement plan distribution is approved in Corebridge, automatically initiate the payout through PayPal to the policyholder's linked account. Sync payment confirmation back to Corebridge and update distribution records in real-time.
Pull complete PayPal payment history for each policy and append transaction details, processing fees, and dispute records to Corebridge policy profiles. Enable finance teams to analyze total cost of payment processing across the portfolio.
Monitor PayPal for chargebacks, disputes, or failed payments tied to premium collections. Automatically flag the associated Corebridge policies, notify compliance teams, and create audit trails for regulatory review.
Automatically compile policy-level premium collection reports that merge Corebridge policy data with PayPal transaction volumes, success rates, and fee breakdowns. Deliver formatted reports to finance and operations teams on a set schedule.
When policyholders update email addresses, phone numbers, or billing addresses in PayPal, automatically sync those changes to their Corebridge policy and annuity records. Keep customer data consistent across payment and insurance systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and PayPal with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands the structure of Corebridge policy and annuity data alongside PayPal's transaction schemas, so your integrations work intelligently without constant mapping adjustments.
Redbird recognizes Corebridge policy numbers, annuity account structures, premium schedules, and distribution records. It maps these to PayPal transaction IDs, payer information, invoice references, and fee breakdowns automatically. The AI handles nested policy data, beneficiary hierarchies, and multi-currency transactions without custom field mapping. When payment structures or policy types change, Redbird adapts without breaking your workflows.
faster than building custom reconciliation scripts between insurance and payment systems
Redbird can pull from Corebridge and PayPal simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or PayPal.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into PayPal, or from PayPal back into Corebridge. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any policy update in Corebridge or transaction event in PayPal, and execute actions across both platforms instantly.
Fires when a new insurance policy or annuity contract is created in Corebridge.
Triggers when a scheduled premium payment date approaches for active policies.
Fires when a retirement plan withdrawal or annuity distribution is approved for payout.
Modify payment status, apply transaction amounts, or update outstanding balance on policy records.
Generate audit trail entries for payment-related policy activities and regulatory reporting.
Update email, phone, address, or billing information on existing policy and annuity records.
Fires when a payment is successfully processed through PayPal for any transaction.
Triggers when a customer opens a chargeback or dispute on a completed transaction.
Fires when a payment attempt is declined, rejected, or fails to process.
Send batch payments to multiple recipients for distributions, refunds, or commissions.
Generate and send a PayPal invoice to a customer for premium billing or account fees.
Pull detailed transaction records, fees, and metadata for specific payers or date ranges.
Stop manually matching PayPal transactions to Corebridge policies. Let Redbird AI sync your insurance and payment data automatically so your team can focus on servicing policyholders, not reconciling spreadsheets.