Is Your Agency’s Customer Experience at Risk with Paper Payments?

It’s Friday at 4:00 and you just ordered takeout from your favorite restaurant. Ideally, the ordering process was quick and easy, because your payment information was already in the system. Now, imagine instead that the restaurant would not accept your credit card and insisted you write a check.  Chances are you would look for another restaurant—not because you wanted to, but because this request made paying for your food such a hassle. 

You deserve a simple user experience (UX). And so do your insureds.

Here are 5 realities of today’s payment environment and why it’s important to offer digital payments instead of checks only. (Hint: it’s mostly about improving the customer experience, but also benefits your agency directly.) 

1) Catch a Rising Wave
The Federal Reserve has been tracking payment trends since 2001. Their most recent report states that debit and credit card payments have increased by 8.9%, while paper check usage has decreased by 7.2%. There’s no doubt which way the trend is heading.

2) Your Clients are Getting Younger
Think of the business owners you serve. Are they mostly 50+? 40-50 or 30’s? Under 30? These generations have very different payment preferences. And guess what? Checks are not the top choice of any group. Even the middle-aged Generation X are credit card-centric. Millennials and Gen Z consumers expect digital choices and the ability to pay from anywhere, anytime.

3) Checks are Expensive
Take a look at our blog post on the hidden costs of paper checks. Here’s a quick takeaway: Processing a check costs a business 10 times more than an ACH transfer, and receiving a check costs your agency five times more than an ACH payment. 
Contrary to paper checks, credit cards can actually benefit everyone involved in the payment process. Individuals (including business owners) often earn rewards for paying by credit card, and you can pass the processing fee on to the client using our payment platform. They are happy to pay it, because they are just happy to have the digital payment option—and the extra points can’t hurt!

4) Who’s Serving Whom?
We’re not avoiding the truth; people still do write checksbut it doesn’t mean they want to. It’s because some small businesses (including insurance agencies) are stuck in an old fashioned payment rut. Don’t be that small business! Be the agency that caters to your clients, or risk losing them to one that does.

5) Offer Instant Gratification
Insureds like to trace large payments. Checks are slow. They write and send (or hand deliver) the check, wait for you to deposit it, then wait for it to clear the bank. When submitting digital payments, a payment is confirmed immediately with an auto-populated confirmation, and typically an emailed receipt. ePayPolicy offers the same experience. Since our portal connects to most agency management systems, there’s automated documentation there, too.

Give the People What They Want
Insureds want and deserve superior service, and you want to offer it. That includes payment options that deliver convenience, speed, simplicity, and security. By accepting only checks, you’re denying clients all five benefits. You’re putting “that’s how we’ve always done it” ahead of the reality of your clients’ payment needs. Offering digital payments shows you’re serious about serving all your client groups, and technologically ready for tomorrow’s digital-only expectations. 

ePayPolicy Partners with Novidea’s SMART Management System

AUSTIN, TX – June 9, 2020 –  ePayPolicy now integrates with Novidea’s SMART AMS. ePayPolicy will extend e-payment capabilities to users of the cloud-based, Salesforce-powered agency management system that leverages automation and AI to help agencies scale faster and more efficiently than ever before.

ePayPolicy enables independent insurance agencies to collect payments instantly via credit card and ACH. The company’s digital payment portal is designed for independent insurance agents and brokers to handle their industry-specific  accounting, compliance and reporting requirements. Equally important, it’s convenient for customers. Policyholders can pay from any device, anywhere. They no longer need to track down a checkbook and wait for their check to clear, and for those trying to earn credit card points, they can do so on every transaction. Agents can bind policies faster and replace aging receivables with instant payment.

Milan Malkani, ePayPolicy Co-Founder, stated: “We have always advocated InsurTech solutions beyond our own, especially technology-driven agency management systems that utilize data to excel the workflow of today’s on-the-go agent . It’s exciting to be part of the Novidea SMART AMS, along with other integrated providers of AI-based SMS technology, digital marketing and e-signatures, to name a few.” 

Integration with popular agency management systems is essential to ePayPolicy’s growth strategy. Said Malkani, “We go where the action is. Whatever AMS your agency is using, ePayPolicy wants to be part of it.”

Novidea GM, Eric Ayala commented: “We created the SMART AMS to help agencies get to the future today. By selecting partners like ePayPolicy, we showcase how our open API architecture can easily integrate with best of breed new technologies, and further demonstrates our vision to help agencies scale by automating all processes. These capabilities go well beyond the typical AMS.”

Malkani concluded: “Digital payment is the norm in consumer and most business transactions today. ePayPolicy’s goal is to make it the norm in agency/customer transactions. We thank the Novidea team for not only choosing us, but promoting ePayPolicy along with the other Novidea-developed and integrated insurance agency capabilities available with the SMART AMS. ”

About Novidea
To compete in the digital economy, insurance agencies have to futurize – and fast. They must be able to offer the kind of customer experiences today’s consumers expect. But transforming an entire business at once seems radical, not to mention impossible with existing AMSs. Novidea makes it possible and painless for any agency. Our radical idea? The Smart AMS. It’s a cloud-based system like no other, designed to modernize every aspect of your business. From digital marketing to AI-based SMS to real-time analytics and self-service portals – nothing gets left behind. And you can offer the any-time, any-device experience your customers demand. A Salesforce Ventures portfolio company, Novidea operates in 16 countries globally and is now launching in the US.

For more information visit novideasoft.com

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 its clients to accept  payment via 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 epaypolicy.com

West Virginia Association Chooses ePayPolicy As Digital Payment Processor of Choice for its Members

AUSTIN, Texas, January 22, 2020 – ePayPolicy is proud to announce its latest state insurance association endorsement. Independent Insurance Agents of West Virginia (IIAWV)  recently named ePayPolicy as the recommended payment processing provider for its member agencies. IIAWV CEO Traci Nelson explained: “Our mission is to provide members with the tools they need to serve their clients and build their business. Technology is a huge driver of operational success. With ePayPolicy, our members get industry-specific payment technology that serves a dual purpose of increasing agency efficiency and increasing client satisfaction. That’s the kind of win-win we strive to deliver to IAWV members.” ePayPolicy Co-Founder Todd Sorrel commented: “Digital payment is more than today’s reality, it’s today’s standard. Policyholders are consumers, and they’re used to paying by credit card or ACH. ePayPolicy enables IIAWV members to offer digital payment in lieu of check, thus speeding up policy binding and receivables. The platform also integrates with most agency management systems (AMS) and includes the fiduciary and other accounting and reporting capabilities specific to our industry.” IIAWV is the 29 state association of independent insurance agents to endorse ePayPolicy.  Concluded Sorrell: “We’re always excited to partner with fellow technology evangelists. IIAWV recognized long ago that technology is the future of our industry. In fact, in 1999 (the association’s 100-year anniversary), their published history stated: ‘Even as we are in the midst of enormous operational and cultural change, we have come to view such dramatic change as commonplace and take it for granted. When we stop to think about the degree of change that engulfs and propels us, it is just short of unbelievable.’ They also recognized that ‘computerized operations have evolved from a novelty to a necessity.’ Two decades later, InsurTech continues to drive our industry forward. We’re delighted to extend ePayPolicy’s solutions to IIAWV members and to their clients.” About IIAWV With roots dating back to 1899, the Independent Insurance Agents of West Virginia (IIAWV) is the state’s oldest and largest insurance trade organization. IIAWV is an affiliate of the Independent Insurance Agents and Brokers of America, Inc. (IIABA), the largest property and casualty insurance producers organization in the world. IIAWV is a strong and committed advocate for more effective representation of independent insurance agents and consumers with both the state and federal legislatures. The association offers its members a variety of products, educational programs and services to increase their effectiveness and give them a professional edge in today’s competitive business environment.  Learn more at https://www.iiawv.org/default.aspx 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

ePayPolicy Poised for Growth with Serent Capital Investment

AUSTIN, Texas, January 8, 2020 – Electronic payment processing company ePayPolicy has received a significant investment from Serent Capital, a San Francisco- and Austin-based private equity firm focused on investing in high-growth technology and services businesses. ePayPolicy, an industry leader in electronic payment solutions for the independent insurance industry, will leverage the Serent funding for continued product enhancements, integration with the most widely used agency management systems (AMS), and accelerated growth. Since its founding in 2014, ePayPolicy has been a proactive proponent of technology adoption by the insurance industry (“insurtech”). Specifically, the company has been on a mission to replace paper checks by enabling policyholders to pay electronically via credit card or ACH.  Today ePayPolicy processes over $2 billion in payments annually, serving 2,300 independent agents, brokers, MGAs, and premium finance companies in the Excess & Surplus (“E&S”) insurance market. Some 28 Big “I” (Independent Insurance Agents and Brokers of America) state associations endorse ePayPolicy as their digital payment processor of choice for their members.  “This investment from Serent is a game-changer in our ability to strengthen our brand presence across the industry, integrate with even more agency management systems and take our platform to the next level in user (agency) and end-user (policyholder) experience,” said Todd Sorrel, Co-Founder of ePayPolicy. Leonis Partners advised ePayPolicy on capital raising strategy. Kevin Frick, Partner at Serent Capital, explained the firm’s decision by saying, “We knew immediately ePayPolicy would be a great fit for Serent. Their stellar reputation and innovative, industry-specific technology stood out. Their client satisfaction scores are exceptional and their references prove the most important point – they deliver.” “We’re incredibly excited to partner with Co-Founders Todd Sorrel and Milan Malkani to expand ePayPolicy’s market reach and continue to drive exceptional value for their clients and the insurance industry as a whole,” concluded Frick. About Serent Capital Serent Capital invests in growing businesses that have developed compelling solutions that address their customers’ needs. As those businesses grow and evolve, the opportunities and challenges that they face change with them. Principals at Serent Capital have firsthand experience at capturing those opportunities and navigating these difficulties through their experiences as CEOs, strategic advisors, and board members to successful growing businesses. By bringing its expertise and capital to bear, Serent seeks to help growing businesses thrive.  For more information on Serent Capital, visit www.serentcapital.com About Leonis Partners Leonis Partners serves as a full-service advisor to entrepreneur-led technology businesses. Calling on decades of experience from some of the largest leading global financial institutions, Leonis crafts highly calibrated solutions to achieve their clients’ needs as they pertain to M&A, capital raising, fairness & valuation opinions, and other special situations. Leonis Partners’ experience and track record in these core areas provide clients with superior results. The firm is headquartered in New York. For more information visit http://leonispartners.com/ 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 ###

Jumping on the Agency Re-branding Bandwagon?

When Should You Rebrand Your Agency? 

Social networking giant, Facebook, unveiled a new logo on Monday that is meant to distinguish the parent company, Facebook, from the companies they own, Facebook, Instagram, WhatsApp and more. The new logo is a GIF that shows the word “Facebook” displaying in different colors to represent the different brands. The new logo will begin to roll out in the coming weeks within Facebook products and marketing materials.  So when it comes to branding what can your agency take away from Facebook’s new redesign? See it as a new opportunity to possibly freshen up your own branding and image in the industry. Re-branding helps your business stay current and relevant and offers opportunities to clarify your values and messaging in the marketplace. It’s important that your organization adapts to the changing trends and stays ahead of the curve so that your brand and mission continues to align with your existing demographic and prospective clients. When reviewing your logo something as simple as rounding out your corners can help differentiate you from your competitors by conveying a sense of modernism and technology.  Remember updating your logo isn’t going to change your agency that writes $100,000 in premium to a million in premium, but it’s a start in the right direction.  If you’re interested in learning more or ready to start re-branding, there are A TON of resources available that can fit almost any budget. Here’s a few check out: For those who are unsure of where to start and in need of guidance, I recommend reaching out to consulting services like Agency Performance Partners. For those who have a vision of what they would like to do but just need a little help bringing it to life, a service like Upwork or Fiverr will help you find your ideal designer. To learn about the why’s behind Facebook’s new logo and the design you can read more here.

The Top 5 Insurance Podcasts for Agents in 2020

 

 

Podcasts are changing the digital, on-demand media game and transforming the way we consume information. Concepts and strategies that were once being presented at large summits and conferences are now being converted into condensed podcasts that do more than just educate but inspire. 

As an insurance agent, you’re always looking for ways to stay ahead of the competition from tips on how to improve your skills in areas of sales, branding, management, and marketing to looking outside the insurance industry for inspiration. Here are our top five insurance podcasts that every insurance agent needs to add to their playlist for 2020 to keep up with the grind. Of course, you don’t have to listen to every single one, unless you want to.

1. The Insurance Guys Podcast

This podcast is “dedicated to agents by agents”. The show hosts, Scott Howell, agency owner of Scott Howell & Associates, Inc. and Bradley Flowers of Portal Insurance, ignite motivation by discussing all aspects of becoming a successful insurance agent as they interview game-changers and visionaries (Check out their episode when Gary Vaynerchuk does insurance!) that are changing the way agencies operate from chatbots to targeted advertising, to digital payments. The guests vary week to week but the goal stays the same, create actionable steps.

2. Insurance Happy Hour

If it’s in the news, odds are it’s being discussed in the show! This podcast owned their spot on our “must watch (and listen to) list” with topics like how innovation is important from all corners of the industry, not just carriers, the InsureTech movement and independent insurance agents and many more. The show hosts, senior VP of sales and marketing at Insurance Technologies Corporation (ITC), Becky Schroeder and ITC’s CEO, Laird Rixford bring a mix of marketing expertise, entrepreneurship and technology that caught our attention. The podcast name is not the only catchy title, the show’s episodes also have intriguing names like “Tesla is Looking to Steal Insurance Carriers’ Fritos” and “The Great Cornholio +Alice Cooper”, the titles will draw you in but the content will get you to stay. Check out their latest episode! 

3. Agency Intelligence

Host, Jason Cass brings his passion for innovation and education to life in this one-of-a-kind podcast. Additionally, Cass has developed a BrainShare group of independent agents that are changing the way insurance agents do business. Cass is a major influencer in bringing the independent insurance industry current. In one hour, learn how to make things happen with guests from all over the industry like Steve Anderson, Randy Schwantz, and other business influencers. Check out the latest episode here!

4. The Ryan Hanley Show

One of the newest podcasts to launch! Show host, Ryan Hanley, helps individuals and organizations find meaning in their work in order to increase the value in their products and services and ultimately grow their business.  Hanley is also the founder and chief strategist at Hanley Media, a boutique business strategy firm focused on the implementation of leadership, marketing, and sales initiatives within abundance-minded organizations. With his work as a creator, strategist, and speaker Ryan brings a fresh perspective to an industry that is transforming daily.

5. The Insurance Scramble with Joe Hollier

Host, Joe Hollier, has developed an amazing program that cuts through the fluff and generates an amazing dialog with his guests. This podcast is perfect for those who may not have a lot of time during their morning commute. Joe spends 15 minutes talking with influencers who are doing great things in the independent insurance space and discusses their up and coming projects. Joe also covers how agents try to manage the future of the industry, technology and the battle for your client’s attention. Get your coffee brewing and take a quick listen here! 

IIAB Arizona Favors ePayPolicy Payment Processing

AUSTIN, Texas, September 27, 2019 – ePayPolicy has recently contracted with Independent Insurance Agents and Brokers of Arizona (IIABAZ) to offer digital payment processing to the association’s 350+  members at a special members-only rate. The partnership offers Arizona’s independent P&C agents and brokers the ability to accept credit card and ACH payments online instead of a paper check. 

ePayPolicy co-founder Todd Sorrel commented: “We are on a mission to make paper checks obsolete in the insurance industry. Consumers today expect the convenience of digital payment options. ePayPolicy developed our platform to satisfy that demand, while also managing the unique compliance and reporting needs of independent insurance agents/brokers. As our industry becomes ever more InsurTech-driven, we’re happy to offer IIABAZ members a powerful yet simple-to-use solution that’s designed just for them.”

Said IIABAZ Executive Vice President, Terri Edwards, CIC, CISR: “Our members know we’re serious when we say, ‘We understand what matters most to you and we have the tools to help — that’s our job.’ We evaluate products and vendors to make sure they’re able to fulfill our commitment to helping our members be successful.  We chose ePayPolicy because it’s the only payment processing platform built specifically for independent agents and brokers. These guys really know payment processing. More importantly, they know our industry.”

Concluded Sorrell: “We’re excited to formalize our relationship with IIABAZ and bring modern, convenient digital payment to association members and their clients. Like IIABAZ, ePayPolicy is all in for helping today’s independent agents to build, grow and thrive.”

About Independent Insurance Agents and Brokers of Arizona
The Independent Insurance Agents and Brokers of Arizona (IIABAZ) was founded in 1932 and incorporated in 1936 and for all those years has worked to support the independent insurance agents and brokers, providing products and services unparalleled in the industry. 

Joining IIABAZ means having available the resources of local, regional, state, and national organizations fully devoted to the success of insurance professionals. Members of the IIABAZ are among the more than 300,000 agents and agency employees across the country. IIABAZ serves from the one man shop in rural Arizona, to the national brokerage firm in the metro areas. The association’s mission is the same: SERVICE.

For more information visit  https://www.iiabaz.com

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

 

 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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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