Joined July 2024 | Last Updated July 2024

SnapRefund is an award-winning company at the intersection of fintech and insurtech. AgentSnap makes selling and binding agency billed policies as easy as sending a link to your customer’s phone.

Features & Quick Stats

How AgentSnap Helps Independent Agents/Brokers: AgentSnap allows agents to easily invoice their customers for agency billed policies. Once they do, customers get a link to sign and pay; afterwards, AgentSnap automatically pays the agency their commission and automatically remits net premiums to the insurer.

Integrations: Benekiva

Partnerships: GuideWire Insurtech Vanguard member, Benekiva Integration Partner

Certifications/Awards: ITC Startup Pitch Competition presented by State Farm 2023 winner, SOC 2 Type 2 and SOC 3 attestation under review

Exclusive Catalyit Deal: Yes

Key Features:

  • Diverse Payment Options
  • Collect Pay-in-Full or Financed Premiums
  • Auto Remit Premiums
  • Auto Connect to Banks
  • Full E-Signature Functionality on Any Document

Website: agentsnap.io

Contact: [email protected]

Headquarters: Philadelphia, PA

Number of Employees: 10

Area of Operations: All 50 States

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