Yorba Linda Insurance Services, a California-based family-owned agency celebrating its silver anniversary, understood that their family-centric, personalized service was their greatest strength. But their old payment process was a major roadblock that actively got in the way of the personalized service they wanted to provide to their insureds. Before Digital

The days of paper checks and endless manual data entry in insurance payments should be something we’re reading about in history books (right next to carrier pigeons and horse-drawn carts). Yet, no matter how slow or inefficient, thousands of insurance companies still rely on these methods as the foundation of

O’Quinn Insurance Services is a rapidly growing agency, and has been using ePayPolicy since 2021. In an effort to support their growth, they’ve recently taken advantage of new integrated features between ePayPolicy and their management system, Hawksoft. The integration with Hawksoft 6 was announced last year, and O’Quinn activated it

We recently sat down with experts from across the insurance industry—including Top 100 Brokers and MGA’s— to talk accounting automation. Read on for a peek behind the curtain of how automation is impacting their businesses.

Download Case Study Insurance brokers are finding innovative ways to boost efficiency and client satisfaction in an industry where every percentage point of margin can mean the difference between profitability or missing revenue goals. RK Tongue has significantly streamlined its operations by leveraging Buy Now, Pay Later (BNPL) services and

Download this white paper: 8 Reasons to consider a new insurance payments provider.

When this Top 10 Broker engaged with ePayPolicy to streamline and automate their check reconciliation process, they didn’t know how powerful the results could be.