The World’s Largest Gathering of Insurance Pros

Applied Net is known as the world’s largest gathering of insurance professionals. This year’s conference will be held on October 14 – 19 at the Aria in Las Vegas, Nevada.  If you haven’t yet set a reminder to stop by the ePayPolicy booth be sure to do so! This year we went BIG and have a few surprises for those who swing by. The “must-attend insurance event of the year” offers countless opportunities to learn, connect with fellow Applied users, get inspired by the world’s most innovative minds and enjoy exciting entertainment at exclusive networking events each night.  Applied has been a wonderful partner to ePayPolicy and the team couldn’t be more excited to be a sponsor at this year’s conference. This is one of ePayPolicy’s biggest shows, and being integrated into applied csr24 makes it one of our busiest as you can imagine. The Applied Net Conference is highly recommended to anyone in this industry that is looking to optimize their management system. The conference includes:      – Four jam-packed days full of learning opportunities     – 240+ educational sessions taught by peers, subject matter experts and industry leaders     – 100+ industry leaders (like ePayPolicy), showing the latest products and innovations     – 4,000+ people to network with “Our team looks forward to this event every year. Applied Net is one of the biggest and most exciting events we attend and sponsor,” says Todd Sorrel, Co-Founder of ePayPolicy. “We’re excited to network, teach and learn from other industry professionals.”  Whether your an insurance agent, broker or an industry expert, ePayPolicy wants to see you there. Each year, many of these people come together from around the world to collaborate on different industry topics and network with their peers. It really is the “insurance event of the year”, where professionals can embrace digital transformation and benefit from new business opportunities.  Want to make receivables and bind policies a little bit faster?  ePayPolicy is benefiting the insurance agency now, more than ever. We provide a simple, fast and effective solution to make insurance payments for agents, brokers, MGAs and premium finance companies. Check out https://epaypolicy.com/ to learn more about our CSR24 integration and to request a demo today!

Paradiso Presents: Now Playing In A City Near You

“The only way to get better is to surround yourself with better people.” Since that quote is attributed to ‘Anonymous’ I feel justified in adding “… and better practices and better technologies.”  There. Now it’s relevant to our industry. 

You may already know that ePayPolicy is about constant improvement. We’re always looking to discover and hang out with people who can make us smarter. And we never (ok, very very rarely) miss an opportunity to share what we’ve learned, so you can become smarter, too.

A perfect example is Chris Paradiso. Chris is pretty well known in insurance marketing. ePayPolicy is proud to associate our company with Chris and his Paradiso Presents events. Not surprisingly, Chris jams this two-day, hands-on marketing workshop with marketing topics you’ve likely read about here once or twice — or about 50 zillion times by now. 

But it’s one thing to read ePayPolicy blog posts that suggest, “The agent of the future should embrace branding and take full advantage of digital technology and social media to engage with clients and prospects.” It’s quite another to spend two intense days learning not just why you should do this, but how. Chris shares the latest insurance marketing best practices — point by point and step by step. Participants leave with practical, deployable action items they can actually implement.

Paradiso Presents workshops are geared for agency owners and marketing specialists. Whether you’re a complete neophyte or fairly marketing savvy, you’re sure to learn something useful. You owe it to yourself to experience Paradiso Presents. 

Now here’s the thing. This is an ongoing series, but there are only two left in 2019. By the time you read this, the Chicago Area event will be in full swing (September 16-17). Realistically, it will probably be over, as we’ll be busy schmoozing at the workshop and won’t get this posted till later in the month. But there’s another opportunity coming up fast: Paradiso Presents Northern California (Walnut Creek), October 16-17. Not convenient? Not enough time to get out to the West Coast? Watch the upcoming events page for Chris’ 2020 schedule, coming to a city near or near(ish) to you. Trust me, it’s worth the trip.

Of course, we’re not just passive Paradiso cheerleaders. As sponsors we’re right in the room, listening and learning with the attendees.  We also get to do a brief presentation on digital payment processing. We break down the real cost of writing checks and share data on the four credit cards most preferred by policyholders — among other fun facts. 

We look forward to seeing you at an upcoming Paradiso Presents event and getting smarter together.

And speaking of smart business, you have until October 4 to apply for the 2019 InsurTech Award. Check out the criteria and submit your application here: https://insurtechaward.com. Don’t worry if you’re just starting out in InsurTech. You may not win the grand prize this year, but you’ll definitely get valuable feedback and insights, like where you rank along the Insurance Technology Adoption (ITA) continuum and solid ideas for improvement. 

Insurors of Tennessee Prefers ePayPolicy Payment Processing

ePayPolicy Joins Insurors of Tennesse’s List of Endorsed Providers
AUSTIN, Texas, September 12, 2019 – Insurors of Tennessee (Insurors) has added ePayPolicy to its exclusive list of endorsed product/service providers in the agency management tools and discounts category. ePayPolicy was developed by insurance professionals specifically for the insurance industry. The platform enables independent insurance agencies and their staff to accept payments via credit card or automatic ACH from the payor’s bank account.

Insurors’ Chief Executive Officer Ashley Gold, J.D., announced the news by saying: “Insurors of Tennessee’s endorsed products program offers curated products and services for our members and their clients. Our members know my plan as CEO is to foster growth in the evolving insurance industry.  InsurTech is a major driver of that evolution. And ePayPolicy is a perfect example of an innovative solution that offers benefits to both member agencies/agents and directly to their clients.” 

 ePayPolicy co-founder Todd Sorrel concurred: “We share Insurors’ goal of helping independent agents succeed in a changing industry. Accepting credit card and ACH payments pleases your policyholders. It also speeds up receivables and lets you bind policies faster. With ePayPolicy it’s a breeze to deploy and integrate with your AMS. In other words, better client service is also smart business.”

Endorsement by Insurors of Tennessee will expose ePayPolicy to some 450 agencies and more than 4,000 licensed agents statewide.

Concluded Sorrell: “When a state association like Insurors endorses us, it signals to their members that they can trust us. Being accepted into this exclusive endorsement program is a true honor. Tennessee’s independent insurance agents will find a helpful, business-boosting resource in ePayPolicy.”

About Insurors of Tennessee
Insurors of Tennessee is a professional association of independent insurance agents. Their purpose is to offer support to member agencies so that they can better serve the public. Insurors accomplishes this in several ways: through lobbying efforts, offering insurance products that fill agency needs, providing a continuing education source for agents, and making sure agents have the information and resources they need  – when they need it – through their publications. 
The mission of The Insurors of Tennessee is to be unrelenting advocates of the independent agents and brokers to fulfill their political, educational, and business needs, while working in the public’s best interest.

Representing over 450 independent insurance agencies and more than 4,000 licensed agents, Insurors of Tennessee is the largest independent agent group in the state and one of the largest in the entire Southeast.  

For more information visit https://www.insurors.org/

About ePayPolicy
ePayPolicy is the simplest way to collect digital insurance payments. Austin, Texas-based ePayPolicy is the nation’s foremost provider of payment processing developed exclusively for independent agencies, brokers/MGAs and premium finance agencies.  The company’s  innovative electronic payment processing portal enables clients to accept credit card or ACH without messy merchant accounts or hidden fees.  ePayPolicy sets up quickly, integrates seamlessly with leading management systems, and is endorsed by independent insurance associations nationwide. 

To learn more visit https://epaypolicy.com

The company’s annual InsurTech Agency Award recognizes independent insurance agencies/brokerages for leveraging technology to enhance their sales, marketing, and customer service. Details and call for entry are at https://www.insurtechaward.com/

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 Big I NJ Names ePayPolicy Partner for Payment Processing

AUSTIN, Texas, August 22, 2019 – Big I New Jersey has selected ePayPolicy as their preferred provider of digital payment processing for the membership. The partnership will enable Big I New Jersey members to accept credit card and ACH payments online, speed up receivables and bind policies faster. 

New Jersey is the 28th state association of the Big I to endorse the company, broadening its exposure to some 432 member offices and 4,000 potential individual users throughout New Jersey. 

ePayPolicy Co-Founder Todd Sorrel commented: “ePayPolicy was built by insurance experts. We work exclusively in this vertical.  As InsurTech evangelicals, we’re determined to help independent agents everywhere compete in an increasingly digital world. This is a singular opportunity to show New Jersey’s independent agents how digital payment processing can transform their client nurturing, streamline their operations, and build their business.”

Big I New Jersey President/CEO Sheri Acconzo said: “Our members know they need to embrace technology to stay relevant. And they look to Big I New Jersey for provider recommendations. We chose ePayPolicy as our payment processor because their insurance-specific digital payment processing platform has rapidly become the best in class. But ePayPolicy goes beyond technology. They also offer ideas and opportunities to brand your agency and build your client relationships.”

Concluded Sorrell: “It’s an honor to be chosen as a Big I NJ technology partner. Their endorsement enables us to penetrate a major state within the national Big I. It’s a major boost in our credibility with forward-thinking Trusted Choice independent insurance agents.”

About Big I New Jersey
Big I New Jersey is a community of insurance professionals who come together to build a successful future for their agencies and work to improve the independent agency system. For 126 years the association has been advocating for the state’s Trusted Choice independent insurance agents.

The association’s staff is comprised of a group of experienced professionals dedicated to the insurance industry. Big I New Jersey believes insurance matters, and no one understands that better than a Trusted Choice independent insurance agent. Members represent the best and brightest insurance professionals in the state.

It is Big I New Jersey’s mission to help all of its members be successful. The association accomplishes that by providing unparalleled education, advocacy, marketing, and resources to support each and every one of their business interests.

Learn more at: https://www.biginj.org/

About ePayPolicy
ePayPolicy is the simplest way to collect digital insurance payments. Austin, Texas-based ePayPolicy is the nation’s foremost provider of payment processing developed exclusively for independent agencies, brokers/MGAs, and premium finance agencies.  The company’s innovative electronic payment processing portal enables clients to accept credit cards or ACH without messy merchant accounts or hidden fees.  ePayPolicy sets up quickly, integrates seamlessly with leading management systems, and is endorsed by independent insurance associations nationwide. 

To find out more visit https://epaypolicy.com

The company’s annual InsurTech Agency Award recognizes independent insurance agencies/brokerages for leveraging technology to enhance their sales, marketing, and customer service. Details and call for entry are at https://www.insurtechaward.com/

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MGA Systems’ IMS Features ePayPolicy Payment Processing


FOR IMMEDIATE RELEASE
Austin, TX
July 31, 2019 –  MGA Systems announced that their flagship software product, Insurance Management System (IMS), now integrates with ePayPolicy’s digital payment processing platform. ePayPolicy enables agencies to accept payment by credit or debit card or ACH and automatically reconciles electronic payments into IMS.

MGA Systems has been serving the insurance industry since 1998. Their branded agency management system, IMS, is designed specifically for MGA’s and E&S brokerage firms.  The system provides a scalable solution, allowing remote underwriting offices to be established “turn-key.” As a result, IMS is one of the most trusted agency management systems for automating/supporting essential tasks like custom rating, dynamic risk clearance, electronic filing, accounting/general ledger, invoicing and policy issuance.

ePayPolicy allows insurance agency clients to pay electronically by credit card, debit card or ACH. By eliminating or greatly reducing the number of paper checks, agencies receive payments instantly and spend less time chasing down receivables. Clients today expect the convenience, while agency staff enjoy the ease of use of our platform,” said Milan Malkani, co-founder.

“IMS is all about seamless integration of the functions today’s agents need to streamline and grow their business. The integration with ePayPolicy was seamless and we didn’t have to do  any heavy lifting. While online payment has been available in the consumer space for a long time, we find that even commercial clients now want to pay online. We know our agencies — and their clients — will be delighted with the ePayPolicy portal on IMS,” said CEO John Bennis.

The ePayPolicy platform makes it easy to accept and reconcile digital payments directly through IMS. Those using IMS will experience easy on-boarding, quick setup, and fast, one-to-two-day go-live, among a host of other features.

Malkani commented: “We understand that IMS’ accounting system includes automatic NOC’s for non-payment of premiums. Our goal at ePayPolicy is twofold. First, we want agencies using IMS to delight their policyholders with the convenience of online payment. Second, we want to make non-payments as obsolete as writing checks. Instant payment means your staff no longer have to chase down delinquent payments. They have more time to engage in high-value work.”

Concluded Bennis: “MGA Systems is committed to developing software that benefits insurance professionals. We chose ePayPolicy because, like us, they understand our industry’s software needs from the inside out. We look forward to this partnership. Together, we are making IMS client agencies even more productive.”
 
About MGA Systems
MGA Systems, Inc. is a software development company working exclusively within the insurance industry. The company’s management team has over 30 years of real-world brokerage and MGA experience which is used every day in the design of MGA’s flagship product, the Insurance Management System (IMS).

The MGA team consists of highly skilled, Microsoft-certified developers, working with the latest tools and technologies. It is this combination of top developers, working directly with experienced insurance industry professionals, which results in the state-of-the-art IMS product.

To learn more about the company and IMS visit http://www.mgasystems.com/default.asp

About ePayPolicy
ePayPolicy is the simplest way to collect digital insurance payments. Austin, Texas-based epayPolicy is the nation’s foremost provider of payment processing developed exclusively for retail agencies, brokers/MGAs and premium finance agencies.  The company’s  innovative electronic payment processing portal enables clients to accept credit card or ACH without messy merchant accounts or hidden fees.  ePayPolicy sets up quickly, integrates seamlessly with leading management systems, and is endorsed by independent insurance associations nationwide.

To find out more visit https://epaypolicy.com

The company’s annual InsurTech Award recognizes independent insurance agencies/brokerages for leveraging technology to enhance their sales, marketing, and customer service. For more information on the 2019 InsurTech Award, including online application, visit https://www.insurtechaward.com/

Media Contact:
Seth Nagle, Director of Marketing, ePayPolicy | 512-643-9015 | Seth@epay3.com

ePayPolicy: KAIA’s Preferred Payment Vendor

Kansas Association of Insurance Agents selects ePayPolicy as Preferred Payment Vendor

AUSTIN, Texas, August 6, 2019 –ePayPolicy has been named the electronic payment processor of choice by the Kansas Association of Insurance Agents (KAIA). ePayPolicy will enable KAIA members to accept credit card and ACH payments online, with transaction fees passed on to the payer. Endorsement by KAIA brings to 26 the number of state insurance associations recommending ePayPolicy to their members.

“We’re making online payments simple and seamless — for our clients, the independent agents/brokers of America, and for their customers,” said Todd Sorrel, ePayPolicy co-founder. “Our goal is to enhance the insurance-buying experience for consumers and to support tech-enabled growth for independent agents and brokers. We do that by offering a platform built on a solid understanding of consumer behavior and agent/broker needs, partnering with state associations – such as KAIA – to become the payment processor of choice, and integrating our platform with the leading agency management systems their members use.”

KAIA’s Executive Director, Dave Hulcher, said, “Our vision is to become the solution our members think of first. As our members lean into technology to run their businesses and to meet customer demands more efficiently, KAIA is right there with them. We recommend ePayPolicy as the payment solution our members should think of first.”

Concluded ePayPolicy’s Sorrell: “Thanks to this new alliance between KAIA and ePayPolicy, taking payments just got a lot easier for agents and brokers throughout Kansas. With ePayPolicy members can collect online payments without the hassle or expense of technical integration, hidden fees, or separate merchant accounts. We are proud to support KAIA’s forward-looking vision.”

About Kansas Association of Insurance Agents
Founded in 1920, KAIA represents more than 500 independent insurance agencies and branches in Kansas. Its members are small businesses that employ more than 2,500 licensed agents in communities throughout the state. As independent agents, KAIA members o er all lines of insurance, including property, casualty, life, health, employee benefit plans, and retirement products. On the national level, KAIA is an affiliate of the Independent Insurance Agents & Brokers of America, Inc. (IIABA). To learn more visit kaia.com

About ePayPolicy
ePayPolicy is the simplest way to collect digital insurance payments. Designed for independent agents, brokers, MGAs, and their clients, their innovative electronic payment processing portal enable clients to accept credit cards or ACH without messy merchant accounts or hidden fees. ePayPolicy sets up quickly, integrates seamlessly with leading management systems, and is endorsed by major independent insurance associations nationwide. To fi nd out more visit https://epaypolicy.com/

Media Contact:
Seth Nagle, Director of Marketing, ePayPolicy | 512-643-9015 | Seth@epay3.com

ePayPolicy Integrates with Vertafore’s AMS360

AUSTIN, TX July 23, 2019 –  ePayPolicy, a Vertafore Orange Partner, today announced it is adding payment processing capabilities to Vertafore’s AMS360 agency management system and extending its integrations into five Vertafore management systems.

ePayPolicy supports independent insurance agency efficiency and superior customer experiences by enabling agencies to accept payment via credit card or ACH instead of check.
“It makes paying for insurance like paying for most any other purchase in today’s digital environment — instant and easy,” explained Milan Malkani, ePayPolicy co-founder.

AMS360 is Vertafore’s foundational agency management system, designed to help independent agencies to streamline workflows , improve renewals and retention , and drive new business, resulting in improved employee productivity and a superior customer experience.

“ePayPolicy has proven to be an indispensable solution partner. Its team is as avidly customer-centric in its thinking and product delivery as we are at Vertafore,” said Doug Mohr, VP of Industry Relations & Partnerships, Vertafore. “The 6,000+ agency users of our best-in-class AMS360 system now have best-in-class payment processing capabilities. This partnership is truly customer service at its technology-driven best.”

ePayPolicy shows the exact balances due. Once payments are made, activities and suspenses are created automatically within AMS360. Users will also benefit from easy on-boarding, quick setup, clean accounting and a fast, one-to-two-day go-live timeline.

“Our valued relationship with Vertafore just got deeper and stronger,” added Malkani. “Integration with such a powerhouse system as AMS360 exponentially increases our exposure within the independent agency market.  More important, it offers thousands more independent agents and brokers the ability to modernize the way they accept insurance payments.”

About Vertafore
For over 50 years, Vertafore, the leader in modern insurance technology, has built and supported superior InsurTech solutions to connect every point of the distribution channel. Vertafore agency management, ratings, regulation, compliance, and connectivity products streamline workflows, improve efficiency and drive productivity for more North American insurance professionals than any other provider—including more than 20,000 agencies, over 1,000 carriers and 23 state governments. Through a continual focus on operational excellence, development of innovative solutions, and alignment with key industry partners, Vertafore is leading the way for customers of all sizes by delivering results that make a difference.

For more information about Vertafore visit https://www.vertafore.com

To learn specifically about AMS360 visit  https://www.vertafore.com/products/ams360

About ePayPolicy
ePayPolicy is the simplest way to collect digital insurance payments. Austin, Texas-based ePayPolicy is the nation’s foremost provider of payment processing developed exclusively for independent agencies, brokers/MGAs and premium finance agencies.  The company’s  innovative electronic payment processing portal enables clients to accept credit card or ACH without messy merchant accounts or hidden fees.  ePayPolicy sets up quickly, integrates seamlessly with leading management systems, and is endorsed by independent insurance associations nationwide. To find out more visit https://epaypolicy.com

The company’s annual InsurTech Agency Award recognizes independent insurance agencies/brokerages for leveraging technology to enhance their sales, marketing, and customer service. Details and call for entry are at https://www.insurtechaward.com/

Media Contact:
Seth Nagle, Director of Marketing, ePayPolicy | 512-643-9015 | Seth@epay3.com
Alexea Candreva, SSPR | 719-475-0370 | vertafore@sspr.com

Let's Connect at The 2019 WSIA Marketplace Event!

Simplify your accounting, easily send funds, and receive your payments faster all with ePayPolicy. Created by insurance experts for the insurance industry ePayPolicy provides the simplest solution for MGAs, premium finance companies, brokers and agents to collect and send ACH and credit card funds across the industry. We reserved a table within The Club and will hold meetings Monday through Wednesday during the Annual Marketplace. Book a time now on our caladnar to schedule a time during the event! We look forward to seeing you there.   About ePayPolicy ePayPolicy is the nation’s foremost provider of payment processing developed exclusively for independent agencies, brokers/MGAs and premium finance agencies.  The company’s  innovative electronic payment processing portal enables clients to accept credit card or ACH without messy merchant accounts or hidden fees.  ePayPolicy sets up quickly, integrates seamlessly with leading management systems, and is endorsed by independent insurance associations nationwide. To find out more visit https://epaypolicy.com About WSIA Marketplace The 2019 WSIA Annual Marketplace event is in two months! The event will be held in San Diego, CA at the Manchester Grand Hyatt and the Marriott Marquis in San Diego Marina and is the premier event for the wholesale, specialty and surplus lines industry

The Leavitt Group Conference 2019

The Leavitt Group
Leavitt Group Insurance, a branch off of Leavitt Group, is one of the largest privately-held insurance brokerages in the country. The agency offers employee benefits solutions, property and casualty insurance, risk management and other services. Every year, the Leavitt Group hosts an annual conference, and this year our team was honored and proud to have attended this event at The Westin Lake Las Vegas Resort and Spa on June 5 – 7.

“I’m truly amazed at how such a large organization can still maintain such a tight, family-oriented culture,” says Milan Malkani, Co-founder of ePayPolicy. “What really struck us, their gala, where every award recipient showed genuine admiration for their team and couldn’t stop thanking them enough for their dedication and support. Almost every other speech used the word “love” when referring to the people around them and it wasn’t uncommon for the speaker to have to take a moment and compose themselves after getting a little choked up. This isn’t just a job for them; this is truly their family.”

To conclude the night, Dixie and Anne Leavitt gave speeches from their heart. It was Anne’s speech that really stole the show for everyone. Her delivery, her way with words, and her message of kindness completely left everyone in aw.  She cited the story of Gander, Newfoundland in the wake of the 9/11 attacks to illustrate the power of human kindness. She spoke of how the right thing to do is care for others and that we have the power to do so as an individual instead of waiting for a group at large to start a movement. It was an amazing experience for the ePayPolicy team, unlike any other conference we’ve attended before.

To say we’re excited to be working with the Leavitt group and their members would be an understatement. At ePayPolicy we understand that the insurance industry isn’t just a grouping of companies but a network of families, when we can partner with like-minded insurance professionals it’s a wonderful thing.

Created by insurance experts for the insurance industry ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Visit https://epaypolicy.com/ to learn about our Vertafore integrations and to request a demo today!

Accelerate 19 Powered by NetVU Has Started!

Accelerate by NetVU EapYPolicy
Accelerate Powered by NetVU is one of the largest conferences that ePayPolicy attends every year. This year,  we’re excited to announce a new integration during the show!  The Accelerate convention will be held at the Duke Energy Convention Center in Cincinnati, Ohio May 21 – 23.

Accelerate 2019 is a four day event hosted by Netvu, the Network of Vertafore users. This event is one of the largest gatherings of Vertafore users and industry professionals from across the independent agent channel. Throughout the event, attendees will be able to take advantage of hours of product and persona focused education classes, learn from different exhibitors who are showcasing their brand or new products and be able to attend Vertafore’s annual Customer Appreciation Party, held at the Great American Ballpark, home of the Cincinnati Reds this year.

“The ePayPolicy team is thrilled to be attending Accelerate, we’ll be sharing a big announcement with the attendees at our booth today!” said Todd Sorrel, Co-Founder of ePayPolicy. “Being a Vertafore Integration Partner we’ve been looking forward to this event for months.

Accelerate 2019 will also feature expert speakers that range from industry insiders, the Vertafore leadership crew and fellow users. Accelerate is a conference the ePayPolicy has never missed!
Want to speed up receivables and bind policies faster?

ePayPolicy is the nation’s foremost provider of payment processing developed exclusively for retail agencies, brokers/MGAs and premium finance agencies. The platform facilitates collection of online payments without the hassle or expense of technical integration, hidden fees, or separate merchant accounts. Visit our booth today and see how we interegratewithin Vertafore’s most popular management systems.