3 Takeaways From NetVU17

It’s been about 2 weeks since we returned from NetVU17 and my head is still swirling. Since I feel like I’ve finally caught my breath, it’s a good time to share some key takeaways from that trip. Takeaway #1 – Nashville is booming! I know, I know. I’m late to this story, but I was […]

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Independent Insurance Agents of Wisconsin endorses ePayPolicy

IIAW knows! When it comes to speeding up receivables and accepting electronic payments in insurance, ePayPolicy is the go-to solution. IIAW now endorses ePayPolicy as the payment processor for all members. “The IIAW not only endorses ePayPolicy, but we give it the ultimate stamp of approval by utilizing it so our members can pay their […]

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IIAG + ePayPolicy

Independent Insurance Agents of Georgia endorses ePayPolicy

IIAG and ePayPolicy have teamed up to offer all members the easiest way to accept e-payments. Georgia agencies can now have their own, agency-branded payment page to collect any payment via credit card or eCheck. “I will say that I was skeptical at first when I heard about ePayPolicy. Even after seeing a short demo, […]

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Massachusetts Association of Insurance Agents partners with ePayPolicy

Accepting credit cards and echecks has never been easier!  MAIA has partnered ePayPolicy as the payment processor of choice to its members. Agents receive an agency-branded payment page to collect any payment due to your agency. “Over the years we’ve heard from many of our member agents – especially the smaller shops – that they […]

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Integrating payments into your management system

We were recently given an fun challenge by one of our clients, Southwest Risk, a wholesale brokerage out of Dallas. While they liked the simplicity of our online payment page, they could foresee a challenge given the sheer volume of payments they process – How would they reconcile all of those incoming payments against due invoices […]

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Technology that just makes sense

Premium finance companies are already familiar with FinancePro. It’s a powerful, web-based solution that helps with loan management, carrier and rate tables. What takes it to the next level is its easy integration within the Vertafore agency management ecosystem. If you’re serious about growing your agency or premium finance business, then we encourage you to […]

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Payments On the Fly

It’s 4.45pm on a Friday and one of your insured’s renewal is due today.  How do you collect a down payment to bind coverage?  In this all-to-familiar scenario, it’s virtually impossible to renew this client before the weekend arrives.  You have 15 minutes until the close of business and the short list of options available are: […]

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Configuring Vertafore’s FinancePro® with ePayPolicy

ePayPolicy and FinancePro are now integrated to provide seamless payment processing. Vertafore customers now have the ability to process credit card and ACH payments easier than ever within FinancePro. Whether you’re already a Vertafore customer, or are considering FinancePro for your company, we’re ready to help you marry these two powerful financial tools. Here’s what you […]

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Just The Way You Like It

No two smartphone are set up exactly the same – the widget and app choices are countless.  Today there are over 2.2 million Android apps and over 2 million Apple apps available for download.  According to Nielson, on average, smartphone users access 26 apps per month.  The customization of apps around our lifestyle, activities, interests, etc. […]

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The Rise of e-Payments and the Paper Check Decline

Checks cause a number of problems and we’ve experienced all of them at one point in time.  Slow-pays, made out to the wrong entity, not signed, checks that are never sent, or even fingers pointed at the USPS.   Checks are just excuses to never mail it… the reasons goes on and on.  And we’ve lived with […]

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