ePayPolicy Earns 2025 G2 Customer Satisfaction Award

ePayPolicy has been honored with a 2025 G2 Best Software Award, specifically in the Financial Services category. This recognition highlights ePayPolicy’s commitment to delivering exceptional ...
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Tech Evangelist Stephanie Beninati Describes ePayPolicy in Two Words

Strategic Insurance Services (SIS) is a woman-owned agency specializing in industry-specific insurance and hard to place risk. Based in Denver, SIS is licensed in 18 states. Broker/owner Stephanie Beninati says she’s been trying to implement processes and technology “from day one.” But finding solutions for SIS hasn’t been easy. “We

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5 Creative Ways to Connect with Leads

5 Creative Ways to Connect with Leads

As an independent agent, you’re always on the hunt for new leads. But lead generation can be surprisingly tricky. Many of the classic techniques are a bit tired. They won’t help your small insurance agency stand out from the competition, causing you to miss out on potential new clients. Luckily,

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Updating Your Tech Stack for 2021

Updating Your Tech Stack for 2021

Today, technology is at the heart of nearly every insurance agency. Independent agents rely heavily on a range of systems, allowing them to organize operations, manage client data, attract new customers, and work more efficiently. While your current technology may have served you well in the past, new advances emerge

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Updating Your Tech Stack for 2021

Updating Your Tech Stack for 2021

Today, technology is at the heart of nearly every insurance brokerage.  Brokers rely heavily on a range of systems, allowing them to organize operations, manage client data, attract new customers, and work more efficiently. While your current technology may have served you well in the past, new advances emerge seemingly

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digitalization in insurance

How Digitalization Can Reduce Costs for Brokerage

The world of insurance is incredibly traditional. At times, this is a good thing. Independent brokerages believe in the personal touch, forging deep, lasting relationships with clients. But, in other ways, relying on what’s tried and true is a hindrance, especially when it involves a lack of digitalization. Many brokerages

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Security Awareness for Your Independent Insurance Agency

5 Cybersecurity Tips To Keep Your Brokerage Safe While Operating Remote

In many ways, technology is a boon for the  insurance industry. It has allowed  brokers to continue providing coverage to their clients as brokerages have adopted a new hybrid remote work strategy.  But with technology comes risk. Ne’er-do-wells are lurking behind every virtual corner. And, without proper security awareness and

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