Catalyit is delighted to announce that AgentSnap, a cutting-edge agency billing and policy binding platform, has joined our Solution Provider Program. As part of SnapRefund’s portfolio of innovative insurance technology, AgentSnap empowers independent insurance agents with streamlined tools for managing payments, signatures, and reconciliation.
What is AgentSnap?
AgentSnap simplifies the process of agency billing and policy binding, helping agents save time and reduce administrative headaches. With AgentSnap, you can send your clients a link to sign and pay for policies, and the platform takes care of the rest—remitting premiums automatically and securely.
Key Features and Benefits
- Flexible Payment Options: Agents can send invoices with various payment options tailored to their clients’ needs. From pay-in-full to financed payments, all transactions are easily managed within the platform.
- Integration-Free Functionality: No need for complex integrations or new systems. AgentSnap works seamlessly with your existing bank accounts and preferred premium finance companies, offering unparalleled flexibility and ease of use.
- Embedded E-Signatures: Collect signatures on ACORD® agreements and other documents effortlessly. Attach documents to invoices or send standalone signature requests—whatever works best for your agency.
- Customizable Invoicing: Invoices can be branded and include features like payment reminders and split payments, enhancing the professionalism and efficiency of your agency’s operations.
- Secure and Automated: AgentSnap automates the remittance of premiums and connects with all U.S. banks and credit unions, ensuring secure transactions while maintaining full control of your finances.
Why AgentSnap?
Managing agency billing can be a complex and time-consuming task. AgentSnap simplifies this process, allowing agents to focus on what matters most: serving their clients and growing their business. By automating billing, remittance, and document management, AgentSnap ensures fast, simple, and secure operations, reducing errors and enhancing client satisfaction.
With AgentSnap, you can bring your own bank, your own finance company, and your own unique approach—ensuring maximum flexibility and control.
Explore AgentSnap today to discover how this innovative platform can transform your agency billing and policy binding processes.
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.
