Case Study: MGA is First to Launch Automated Check Reconciliation

Bailey Specialty Risks, Inc. (BSR) recently launched CheckMate, our machine learning powered check reconciliation solution, becoming the first customer to utilize every ePayPolicy service.  As …

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Building an Effective Local Marketing Strategy for your Agency

Building an Effective Local Marketing Strategy for your Agency

Quick disclosure – While our team has used most of the tools mentioned below, this isn’t referral content and none of these links have incentives …

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Merchant Services Accounts vs. ePay

7 Reasons Why It’s Time to Replace Your Merchant Services Account

Merchant services accounts have long been a norm for insurance payments. But with more clients paying digitally than ever – 71% of CFO’s reported an increase during the pandemic – it might be time to consider a specialized, insurance-built solution to replace your merchant account.

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ePayPolicy Helps Increase Quote-to-Bind Ratio (Among Other Pluses)

ePayPolicy Helps Increase Quote-to-Bind Ratio (Among Other Pluses)

Coast General Insurance Brokers provides commercial lines and employee benefits coverage for California business owners. Niche industries include attorneys, contractors, food services, and truckers. Director …

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10 Insurance Industry Predictions for 2022

10 Insurance Industry Predictions for 2022

As the new year gets underway, we begin to see trends emerge in the world of insurance. By understanding what is likely on the horizon, …

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How to Crush Your Goals in 2022

How to Crush Your Goals in 2022

The new year is upon us. It’s a time where independent agents, like yourself, set their sights on the future. Strategic goal-setting is typically the …

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Built In Honors ePayPolicy in Its 2022 Best Places To Work Awards

Austin, TX 2022 — Built In announced that ePayPolicy was honored in its 2022 Best Places To Work Awards. Specifically, ePayPolicy earned a place on 50 Best …

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