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Start 2027 Right: One Billing Workflow for Every Agency-Bill Policy
Tue, Dec 15 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Is your agency-bill workflow ready for 2027? December is the ideal time to take a hard look at how your agency invoices and collects on agency-bill policies, before the new year's priorities take over.
Join AFCO Direct to find where inefficiencies hide, and see how one integrated workflow for billing, down payment collection, and premium financing can save time, lift your premium finance take rate, reduce the burden of collecting premium, and improve your client’s experience. You'll leave with a clear framework for planning changes in the new year, and a better understanding of why successful technology adoption is a team effort.
What You’ll Learn:
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How to map your billing workflow and identify the friction points costing you time and revenue
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How a unified workflow for all agency-bill policies can improve your premium finance take rate, reduce the burden of collecting premium, and raise customer satisfaction
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How integrated solutions work with your agency management system, with examples including PayMyPremiums, ePayPolicy Finance Connect, Applied Pay, and Vertafore integrations (AMS360, Sagitta)
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Best practices for rolling out new technology so it delivers lasting results
Why It Matters:
- Disconnected billing and financing processes can create unnecessary administrative work and slow down payment collection
- A unified agency-bill workflow can help improve operational efficiency, increase premium finance opportunities, and enhance the client experience
- Successful technology adoption requires collaboration across agency leadership, accounting, account management, and operations teams
Who Should Attend:
- Independent agency owners and principals looking to improve operational efficiency and uncover revenue opportunities
- Agency account managers and customer service teams responsible for agency-bill policies and client payments
- Agency accounting and operations professionals seeking to simplify invoicing, collections, and premium financing processes
- Agency leaders evaluating integrated payment and financing solutions for 2027
Speakers:
Peter Murphy |
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