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From Reactive to Proactive: Stop Losing Policies to Non-Pay Cancellation
Thu, Oct 22 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Agencies with a consistent late-pay process lose 5.1 times fewer policies to non-payment. Yet most agencies still follow up with late-pay customers manually, with no repeatable process they can hand to a new employee. This session shows how to move from reactive follow-up to a proactive late-pay process that protects your book, saves your team time, and holds up under E&O review.
Jacob Simon, Founder & CEO of Adapt, will share what it takes for agencies to stay on top of the late-pay chase and introduce Adapt's Late Pay Agent.
What You’ll Learn:
- How to build a consistent, repeatable process for chasing late payments
- How that process saves your team time and can be handed off to new employees
- How to document late-pay follow-up so it holds up under E&O review
Why It Matters:
- Cancel-for-non-pay ranks among the top four concerns in agency operational reviews
- Agencies with a consistent late-pay process lose 5.1 times fewer policies to non-payment
- Most agencies still chase late pay manually, which leaves the process dependent on whoever remembers to follow up
Who Should Attend:
- Agency owners
- Operations leaders
- Personal lines managers
- Agencies on any AMS, because the non-pay problem looks the same whatever system you run
Come Prepared:
- Be ready to share your current late-pay workflow, your approximate volume of notices of cancellation (NOCs), and how much time your team spends on it
- For additional context, check out Adapt's Late Pay page and the Late Pay Agent launch announcement
Speakers:
Jacob Simon |
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