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ePayPolicy Demo
May 12 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
The right tech stack is essential for a growing agency — and payments are a critical piece of that puzzle.
In this Catalyit Live Demo Lounge, Jorge De La Cerda of ePayPolicy will walk through how agencies can modernize their payment experience with a fast, flexible, and fully integrated solution built specifically for insurance.
You’ll get a live look at how ePayPolicy enables agencies to accept payments, automate workflows, and streamline reconciliation — all while delivering a seamless, branded experience for your clients.
If your agency is still relying on paper checks, manual invoicing, or disconnected systems, this session will show you a better way.
What You’ll Learn:
- How to accept credit card and ACH payments through your own branded payment portal
- How to automate invoices, payment links, and reconciliation through integrations
- How to reduce overhead by passing transaction fees to the insured
- How to eliminate delays between payment collection and policy activation
- How to streamline your agency’s entire payment lifecycle
Why It Matters:
- Manual payment processes slow down operations and create unnecessary friction
- Paper checks and reconciliation increase administrative workload
- Delays in payments can slow down binding and impact customer experience
- Integrated payment solutions improve efficiency and cash flow
- Agencies that modernize payments can scale faster and operate more efficiently
Things to Think About:
- How much time does your team spend managing payments and reconciliation today?
- Are payment delays impacting how quickly you can bind coverage?
- Is your current payment experience seamless for your clients?
- Are you leveraging integrations to eliminate manual work in your workflows?
- What would it look like to fully automate your agency’s payment process?
Speakers:
Jorge De La Cruz |
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