White Paper: It’s Time to Update Your Payment Process

Update your payment processGetting paid for the insurance policies you sell is a key part of running a successful agency. How agencies have handled the payment process hasn’t changed all that much over the years — send an agency invoice, receive a check in the mail, and deposit it into the bank.

Today’s consumers are demanding more payment options than ever before. Your agency needs to begin the process of creating a way for your clients to pay you using whatever payment method they want. Setting up electronic payments is a complex issue. There are many moving parts.

To help you understand the complex issues that the industry needs to address to set up electronic payment options, I have created a white paper titled “It’s Time to Update Your Payment Process.” Just fill out the short form below to download the paper.

Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year on the future of technology, the social web, and how insurance agencies can establish their Internet presence.