Getting 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.