Looking back at where we were last year in Q1 versus what we accomplished this year, we can’t be more excited with the progress we’ve made to help make agents’ lives easier.
We’re excited that our vision has allowed us to partner with some of the largest agencies, including those in the top 100, as well as leaders in their categories, such as:
Here are some of our highlights of the past three months:
Launched our first wholesaler payments solution
We partnered with Pathpoint, a modern commercial E&S wholesaler, to provide their agents the ability to direct bill or agency their bill their policies - an industry first for wholesalers.
By powering all their backend payment rails, not only do agents have the flexibility to choose what is best for their agencies, but Pathpoint can meet the needs of their agents, leading to more appointments and increased revenue - all without having to grow back office overhead.
We launched our integration with Vertafore’s AMS360. With this integration, we make it even easier for agents to connect their tools to make their lives even easier. Agents can generate checkout links and receieve payment status updates all within AMS360.
We know every day is different in insurance, so we want to make it as easy as possible for you to manage your clients via our dashboard. To do this we added:
This quarter, we’re working on one the largest headaches agencies face with agency bill, specifically how to streamline your accounts receivables and account payables. Stay tuned, we’re excited to announce the news soon!