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ePayPolicy Blog: Great Causes

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Automating Your Customer Support

Article 5 in a 6-part series Customer support automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020. What is Customer Support? Customer support tools engage clients and prospects through virtual assistance, enhanced personal interaction and multi-channel communication. Why

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Automating the Client Experience

Article 4 in a 6-part series Client Experience is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020. What Is Client Experience? Client experience is anything that gives your clients ease and comfort when doing business with you.  Why

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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,

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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

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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

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Trust cost of paper check blog post

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

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