We were recently given an fun challenge by one of our clients, Southwest Risk, a wholesale brokerage out of Dallas. While they liked the simplicity of our online payment page, they could foresee a challenge given the sheer volume of payments they p ...
Technology that just makes sense
Premium finance companies are already familiar with FinancePro. It’s a powerful, web-based solution that helps with loan management, carrier and rate tables. What takes it to the next level is its easy integration within the Vertafore agency management ...
Payments On the Fly
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 ...