ePayPolicy Blog
New Integration: INTX
Are Paper Checks Putting Your Insureds and Agency At Risk?
Why do people buy insurance? For protection. It’s ironic, then, that paying for insurance could leave them—as well as your agency—exposed. (Spoiler alert: it doesn’t have to.) We’re referring to the security risks of paper checks. The insured writes a premium check and drops it in the mail. If everything
Sell Smarter with Insurance Agency Buyer Personas
What are personas and why would my insurance agency need them? The fact is, buyer personas help you sell smarter by focusing your resources and messaging on attracting the clients you want. Buyer personas for your Insurance Agency are easy and inexpensive to create and require only your internal staff. Buyer
Why You Should Hire an Independent Insurance Agency Consultant
Someone asks you what you do for a living. You answer:(a) I sell insurance. OR (b) I advise business owners on managing risk and protecting their assets. True, your agency does “sell” insurance, but behind every policy recommendation is your valuable knowledge and experience. Your clients rely on you for
7 Ways to Speed Up Your Agency’s Receivables
We’ve all had them. Chronic late payers. Clients who violate your payment terms can wreak havoc with your agency’s cash flow. Add to that the reality of COVID-19. It’s anything but business as usual. This makes it more important than ever to rev up your payment collection and make sure
How Generation X Affects Your Insurance Agency
Generation X. You know them, even if you can’t picture them as easy as a ‘Baby Boomer’ or ‘Millennial.’ They are squeezed between those generations at home and in the workforce, and they are a massive market composed of business-owning, tech-using, money-making people with little time and careful trust. The
Optimizing Your Agency Tech Stack For Your New Remote Workforce
There’s one lesson we’ll all take away from the coronavirus pandemic: remote work is here to stay. It’s a viable and even preferable way of conducting business. Why? Because it expands our productivity outside the physical office. Even with your agents and staff engaging from home during this time, your