AgentSnap Product Spotlight: Two Key Features

Premium Auto-Remittance

AgentSnap empowers insurance agents with auto-remittance of premiums, taxes, and fees to upstream entities like carriers, wholesalers, MGAs, and brokers.

When an agent enables auto-remittance of premiums while creating their invoice in AgentSnap, the associated insurer (carrier, broker, GA, etc) will be paid automatically once their policyholder’s invoiced payment settles in the agent’s bank account; saving precious time and protecting them from potential insufficient funds chargebacks.

Auto-remittance can be enabled or disabled on a per-policy basis by checking the auto-remit toggle button at any time: even after a policyholder’s payment settles!

Toggling Commission Visibility

AgentSnap empowers you with the flexibility to disable displaying your commission on client-facing invoices. This new functionality empowers you to toggle commission visibility, offering ultimate flexibility in client interactions.

Whether you want to present a clean, commission-free invoice, or share all details with your client, control is in your hands. With hidden commissions (enabled by default) the invoice your clients see will display commission and net premium as a single combined line item: gross premium.

Enhance your client relationships by choosing when and how to share commission information, streamline your operations, and save precious time with just a few clicks.

Getting started is simple! Navigate to your invoice and fill out the details: commissions will be hidden by default, so disable the toggle if you want your client-facing invoice to display them.