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.
David Call, owner of Ryan Everet Insurance in North Texas, has been a loyal ePayPolicy user for over five years. Now ePayPolicy’s newest feature, Quotes and Invoices, has streamlined David’s operations once again, making client interactions smoother and more efficient than ever. “We do primarily commercial insurance, and most of
ePayPolicy has been honored with a 2025 G2 Best Software Award, specifically in the Financial Services category. This recognition highlights ePayPolicy’s commitment to delivering exceptional customer experiences and innovative payment solutions for the insurance industry. G2 is the world’s largest software marketplace, with over 100 million buyers annually. The award
The insurance distribution landscape is evolving, with captive agents now sharing the stage with an increasing number of independent agents. This shift is changing how insurance is sold and opening up new opportunities for carriers to tap into new markets and diversify their reach. Agent partnerships have always been essential
“There’s not a week that goes by where we don’t use it.” That’s what Felix Moesmang, President at Capital Insurance, said when we asked him about his experience with Finance Connect. Although Capital has only been using it for a few months, Felix expressed how indispensable the tool is to
We’re excited to announce a new feature – Quotes and Invoices! The traditional quoting and invoicing process often involves many parties, including brokers, carriers, and premium finance companies. While many insurance organizations use agency management systems for invoice generation, others operate out of multiple disconnected technology tools. Some companies utilize
Built In today announced that ePayPolicy was honored in its 2025 Best Places To Work Awards. ePayPolicy earned a place among 100 other mid-size companies in the Austin area, for the 4th straight year. The annual awards program includes companies of all sizes, from startups to those in the enterprise,
It’s no secret that every year the insurance industry ups the ante when it comes to innovation and customer experience. In fact, I’m sure you’ll come across articles similar to this one filled with predictions and insights about what to expect in the coming year—and for good reason! 2025 is
The insurance industry in 2024 stands at the precipice of transformation. Embracing technological advancements, fostering strategic collaborations, prioritizing customer-centricity, and championing inclusivity will be key tenets for success.
Austin, TX Aug 14, 2024 – Inc. magazine announced that ePayPolicy is No. 1639 on its annual Inc. 5000 list, one of the most well-known rankings of the nation’s fastest-growing private companies. The data-driven rankings highlight successful entrepreneurial companies, and has featured companies like Microsoft, Meta, Oracle, Patagonia in previous
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