Catalyit Live Sessions

Demo Lounge: Xpress-pay

September 30 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

Join this Demo Lounge with Xpress-pay to explore how agencies can simplify premium financing and agency billing with branded payment links, recurring payments, and secure, streamlined workflows.

What You’ll Learn:

• How to connect Xpress-pay with QuickBooks to automatically update your books.
• How to pass fees (where applicable) to offset processing costs.
• How free eChecks work and when to use them.
• How automation goes beyond a “Make a Payment” button to reduce day-to-day workload.

Why It Matters:

• Agents are working around the clock—automation helps take work off your plate.
• Clean, automatic updates to QuickBooks cut errors and save time.
• Offering eChecks and passing fees can improve cash flow and lower costs.

Things to Think About:

• How are you handling agency-bill payments and reconciliation today?
• How much time does your team spend cleaning up QuickBooks after payments?
• Do you want to pass fees or promote free eChecks—and who needs “send money out” access?

Register now to secure your spot!