Catalyit Live Sessions

Hot Topic: Challenges in Agency Billing — and How to Turn Them into Growth Opportunities

September 18 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

Join this Hot Topic session, presented by SnapRefund, to explore how to overcome agency billing challenges and turn them into growth opportunities.

What You’ll Learn:

• How to identify the top bottlenecks in agency billing that cost producers time and money.
• Strategies to reduce manual work in premium collection and remittance.
• Ways to use automation, premium finance tools, and integrated workflows to boost productivity. 

Why It Matters:

• Agency billing impacts client satisfaction, cash flow, and producers’ ability to sell.
• Inefficient billing workflows lead to slower payments, more write-offs, and wasted producer hours.
• Streamlining billing means faster payments, improved revenue timing, and more time to grow your book.

Things to Think About:

• What are your biggest pain points in premium collection and policy reconciliation?
• How long does it take your team to reconcile a policy from invoice to payment received?
• Which manual billing steps could be eliminated with automation?

Register now to secure your spot!