ePayPolicy Blog
How quotes and invoices helped an agency streamline their operations
Automating Your Team Collaboration
Article 3 in a 6-part series Team Collaboration is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020. What Is Team Collaboration? Technology to keep your team organized and productive, using tools that allow you to message, meet virtually,
Automating Your Marketing & Branding
Article 2 in a 6-part series Marketing Automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020. What Is Marketing Automation? Generate qualified leads, craft personalized buying journeys, and interact with contacts from top to bottom of the
Automating Your Sales Process
Article 1 in a 6-part series Sales automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020. What Is Sales Automation? Boost your sales by managing and utilizing relevant information on prospects, leads, and clients. Centralize information and
How Much Are Paper Checks Costing Your Agency?
In your office, do you send coworkers letters instead of emails? Do you hand-write invitations to meetings and deliver them to everyone’s desk? Do you post physical to-do lists on everyone’s office door? Then why would someone hand-write and mail paper checks? How Much Are Checks Costing Your Insurance Agency? In
The Indie Agents Guide to The Coronavirus Relief Options
New Options Available For Your Insurance Agency Most insurance agents and agencies could consider themselves small businesses. Thanks to the recent CARES act, signed into law by the President on Friday, March 27th, there are four new funding options available to small businesses. These are temporary but necessary programs established
It's Time To Build Your Brand Persona!
Building a Brand Persona – Why Not Now? It’s become a slow season for most businesses. This was unexpected, and probably not preferred, but there is a silver lining. During this period, you have the opportunity to sit and re-align on your company’s core values, and finally develop a persona