It's 4.45pm on a Friday and one of your insured's renewal is due today. How do you collect a down payment to bind coverage? In this all-to-familiar scenario, it's virtually impossible to renew this client before the weekend arrives. &nbs ...
Configuring Vertafore's FinancePro with ePayPolicy
ePayPolicy and FinancePro are now integrated to provide seamless payment processing. Vertafore customers now have the ability to process credit card and ACH payments easier than ever within FinancePro. Whether you’re already a Vertafore customer, or ...
Just The Way You Like It
No two smartphone are set up exactly the same - the widget and app choices are countless. Today there are over 2.2 million Android apps and over 2 million Apple apps available for download. According to Nielson, on average, smartphone users access 26 ap ...
The Rise of e-Payments and the Paper Check Decline
Checks cause a number of problems and we've experienced all of them at one point in time. Slow-pays, made out to the wrong entity, not signed, checks that are never sent, or even fingers pointed at the USPS. Checks are just excuses to ...
Tips: Take your agency to the next level
Sometimes those of us in the insurance industry struggle to embrace new technology. Gone are the days of software installation, complicated licensing, and time-consuming training sessions. Using web-based applications to take your agency to the next lev ...
Speed up your ACH Payments
Usain Bolt is fast and his stunning performances at his third Olympics proved it. Fiber optic internet is really fast too and once you've tried it, there's no going back. My six year old son so is fast I can't catch him. ACH or eCheck payments...well, th ...
Leverage ePayPolicy for faster receivables
There are a handful of ways you can put this powerful tool to use for your business today. Get the word out Place your ePayPolicy link on all your invoices Add your ePayPolicy link to your company’s email footers Add a Pay Now button to your cor ...
Top 3 reasons to stop accepting checks
Checks became common practice in the late 17th century and have somehow survived hundreds of years of financial evolution, but that run could be coming to an end. We’ve come up with three reasons why you should shift to digital payment solutions. ...
3 reasons why every independent insurance agency should accept payments online
Online payments have been on a meteoric rise since...well...a long time. And just about every major industry accepts credit card payments online except insurance. If you talk to any producer, they'll tell you exactly why - they don't want to lose a dime o ...
The role of stamping offices in surplus lines insurance
For many businesses, the concept of surplus lines insurance can be complex and confusing. The role of stamping offices in this industry can be even more difficult to navigate. Among the most important recent changes in surplus lines insurance is the cre ...