Challenges in Agency Billing — and How to Turn Them into Growth Opportunities

The Rundown

SnapRefund unveiled AgentSnap, a new product designed to cut the clutter out of agency billing — and turn it into a growth lever instead of a headache.

The Context

• COO Anis Taylor introduced AgentSnap during a Catalyit Live session hosted by Scott Wingo.
• Key features: automated invoicing, remittances, and integration with premium finance marketplaces.
• The platform is designed to free up agent time, improve security, and work flexibly with multiple banks and finance partners.
• Live polls during the session revealed the top pain points agents face — and the clear demand for automation.
• Attendees were offered a 50% discount for AgentSnap services.
  

Why it Matters

Agency billing is one of the least glamorous — and most time-consuming — parts of insurance. AgentSnap’s automation tools could turn that time drain into time saved, giving agents more freedom to focus on clients and drive revenue.