Automate the flow between insurance policy management and payment processing. Stop manually reconciling premium payments, matching Square transactions to policies, or exporting policyholder payment data for compliance reporting.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When customers pay insurance premiums through Square invoices or POS, match transactions to policy numbers and update payment status in Corebridge. Eliminate manual payment posting and reduce reconciliation errors across premium collections.
Keep policyholder records current when customers update payment details or contact information during Square checkout. Ensure billing systems stay synchronized without duplicate data entry across platforms.
Pull policy performance metrics from Corebridge and enrich with actual payment timestamps, refund records, and transaction volumes from Square. Automate audit-ready reports showing premium collection patterns and payment method trends.
Monitor Square refund activity and cross-reference with active policy records. Trigger notifications when premium refunds require policy adjustments or grace period extensions, ensuring compliance teams can respond immediately.
Read contribution schedules and payment due dates from retirement plans in Corebridge, then create and send Square invoices to policyholders automatically. Reduce administrative overhead for recurring retirement plan billing.
Append payment frequency, preferred payment methods, and transaction timing patterns from Square to policyholder profiles in Corebridge. Support underwriting teams with behavioral payment data for policy renewals and risk assessment.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and Square 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 both Corebridge's policy and annuity schemas and Square's transaction and customer data models, so you can build automations without custom development.
Redbird's AI natively maps Corebridge policy identifiers, premium schedules, and contribution records to Square transaction IDs, invoice line items, and customer payment profiles. It understands annuity distribution periods, policy effective dates, and grace period logic alongside Square's refund statuses, payment method tokens, and location-based revenue tracking. No middleware or custom field mapping required—just connect and automate.
faster premium reconciliation than manual CSV exports and lookups
Redbird can pull from Corebridge and Square 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 Square.
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 Square, or from Square 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 policy changes in Corebridge or payment events in Square—Redbird connects both directions instantly.
Trigger when a new insurance policy or annuity contract is created in Corebridge.
Trigger when a scheduled premium or contribution payment is upcoming within a defined window.
Trigger when a policy moves to lapsed, reinstated, or terminated status in Corebridge.
Mark premium payments as received or overdue in Corebridge policy records.
Add notes to policy files documenting payment activity or transaction details.
Sync updated contact details or payment preferences to policyholder and beneficiary records.
Trigger when a Square payment is successfully processed via POS, online, or invoice.
Trigger when a refund is processed for a previous Square transaction.
Trigger when a Square invoice is marked as paid by a customer.
Generate and send a Square invoice for premium payments or annuity contributions.
Sync policyholder information to Square customer records for billing and payment tracking.
Append policy numbers or plan identifiers to Square transactions for reconciliation tracking.
Connect Corebridge and Square to automate premium reconciliation, sync policyholder payment data, and eliminate manual transaction matching across your insurance and payments systems.