Navigating Unclaimed Property Laws and the Challenges for Insurance Carriers and MGAs

Insurance companies face complex compliance challenges due to unclaimed property laws, with $77B in unclaimed assets. Digital payments can reduce risks, cut costs, and improve ...
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Integrating payments into your management system

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 process – How would they reconcile all of those

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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 ecosystem. If you’re serious about growing your agency or premium finance business,

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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.  You have 15 minutes until the close of business and the short

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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 are considering FinancePro for your company, we’re ready to help you marry these two powerful

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Just The Way You Like It

No two smartphone are set up exactly the same – the widget and app choices are countless.  Today there are over 2.2 million Android apps and over 2 million Apple apps available for download.  According to Nielson, on average, smartphone users access 26 apps per month.  The customization of apps around

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The Rise of e-Payments and the Paper Check Decline

Checks cause a number of problems and we’ve experienced all of them at one point in time.  Slow-pays, made out to the wrong entity, not signed, checks that are never sent, or even fingers pointed at the USPS.   Checks are just excuses to never mail it… the reasons goes on and

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