Features & Quick Stats
Best for
any agency especially those managing their own agency billing.
Within a WeekAvg. Onboarding Time
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
AgentSnap Videos
AgentSnap Product Spotlight
AgentSnap Product Spotlight
AgentSnap Resources
Catalyit Welcomes AgentSnap to the Solution Provider Program
Catalyit Welcomes AgentSnap to the Solution Provider Program
January 2, 2025
1
min read
AgentSnap Product Spotlight: Two Key Features
AgentSnap Product Spotlight: Two Key Features
August 20, 2024
1
min read
101 Weston Labs and SnapRefund Announce Strategic Partnership
101 Weston Labs and SnapRefund Announce Strategic Partnership
May 10, 2024
2
min read
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