CheckMate solved their check processing staffing and automation issues
The Integration with the Momentum agency management platform provides an integrated and simple to use solution for creating and tracking your insureds payments and invoices.
Once active, a team member can generate an invoice for each payment due. When a payment is received and processed, the agency can easily generate and send a receipt to the client.
Let your insureds review and select which invoices they would like to pay directly from your client portal.
Once payment has been made the invoice automatically writes back into the dashboard and management system.
Here are 11 reasons that over 10,000+ insurance organizations choose ePayPolicy.