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Unlocking Efficiency Through Integrated Premium Finance — Powered by AFCO Direct
March 19 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Catalyit Live Hot Topic featuring AFCO Direct as we explore how integrated premium finance solutions help retail insurance agencies streamline billing, reduce receivables, and enhance the client payment experience.
Premium finance is no longer just a back-office function — it’s a strategic lever for improving cash flow, reducing friction, and modernizing your agency’s digital payment experience.
In this session, we’ll break down the core benefits of premium finance, demonstrate how automated workflows simplify billing, and share real-world examples of agencies saving time and boosting operational efficiency through smarter financing tools.
What You’ll Learn:
- Premium finance fundamentals and how it fits into modern agency operations
- Practical steps to successfully adopt premium finance integrations
- How automation reduces receivables and payment friction
- Real-world outcomes from agencies leveraging digital finance tools
- How integrated payment solutions improve both internal workflows and customer experience
Why It Matters:
- Agencies that modernize billing and financing processes save significant time and reduce manual workload
- Digital payment expectations continue to rise among policyholders
- Reducing receivables improves cash flow and operational stability
- Smarter premium finance practices create new revenue opportunities
- Agencies that streamline payments gain a competitive edge and improve retention
Things to Think About:
- Where does billing friction slow down your agency today?
- How much time is spent manually managing receivables?
- Are your digital payment options meeting client expectations?
- What would improved cash flow and automation mean for your operations team?
Speakers:
Peter Murphy |
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