Catalyit Premium Partner Since December 2024 | Last Updated February 2025

SnapRefund is an award-winning company at the intersection of fintech and insurtech. AgentSnap makes selling and binding agency billed policies as easy as sending a link to your customer’s phone.

Features & Quick Stats

Key Features

  • Diverse Payment Options
  • Collect Pay-in-Full or Financed Premiums
  • Auto Remit Premiums
  • Auto Connect to Banks
  • Full E-Signature Functionality on Any Document

How AgentSnap Helps Independent Agents & Brokers

AgentSnap allows agents to easily invoice their customers for agency billed policies. Once they do, customers get a link to sign and pay; afterwards, AgentSnap automatically pays the agency their commission and automatically remits net premiums to the insurer.

Integrations

Benekiva

Partnerships

GuideWire Insurtech Vanguard member, Benekiva Integration Partner

Certifications & Awards

ITC Startup Pitch Competition presented by State Farm 2023 winner, SOC 2 Type 2 and SOC 3 attestation under review

Product FAQs

Digital Payments & Premium Finance
PFDP-What is the cost for the agency?

Monthly subscription

PFDP-Describe what other payment types you accept.

Cash App

PFDP-Do you have the ability for foreign currency exchange?

No

PFDP-Do you provide options to protect against chargebacks, NSFs, and incorrect banking information?

Yes

PFDP-What payment types do you accept?

[ACH, Credit Cards, Debit Cards, Other]

PFDP-Do you have live experts available on-demand for training and service questions?

Yes

PFDP-Is your service free for the agency?

No

PFDP-Can you add agency branding on payment web pages?

Yes

PFDP-Do you provide premium finance options?

Yes

PFDP-What is the maximum funding per day per account

$1M per single transaction. No limit per day

PFDP-What is the funding time for each type of payment options you offer?

ACH: 2 business days, Credit/Debit: 1 business day

PFDP-Where is your live, on–demand support primarily based?

United States