ePayPolicy Blog
Checklist: 5 Ways to Automate for Smarter Insurance Operations this Summer

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

Your Time is Valuable: Maximize Growth and Boost Profits for your Independent Agency
Understanding The Opportunity Cost Across Your Agency As an independent agent, your time can be rather divided. Between processing claims, building new business and nurturing your current clientele – there is little time to grow.. How are you spending your time? When hiring support staff isn’t an option, you might