If you haven’t considered this automated system for any other reason: do it for your clients. Don’t let check fraud happen to them on your watch. Today on Agents Growth Academy, host Jim Schubert is joined by ePayPolicy’s Zac Franz to lay out the scary reality behind sending a check in the mail, presenting the all too easy, digital solution that beats a square and bank merchant services every time.
3 Key Takeaways
- We’re past the time where sending your bank account/routing information between thin paper is safe. Don’t jeopardize your client relationships by allowing them to be subject to fraud.
- Stop giving away your commission! Digital payment will make paying easier for your clients and keep your cash in your court.
- You don’t have to wait for the insurer to acknowledge and approve incoming funds. ePayPolicy will make the transfer immediately.
Resources
Essentialism by Greg McKeowenazon.com/Atlas-Shrugged-Ayn-Rand/dp/0451191145
What Would the Rockefellers Do? by Garrett B Gunderson:
LinkedIn
Website: https://epaypolicy.com/
About Zac Franz
Zac is a genuinely good guy who has worked with ePayPolicy for over two years. He began on their sales team but quickly moved to managing that team after discovering his passion for speeding up receivables. Now, Zac is managing relationships with ePayPolicy’s integrated technology partners, contributing each day to a safer, faster way to pay in the insurance industry.
ePayPolicy
The simplest solution for insurance agents to collect credit card and ACH payments
Show Notes
[0:35] Jim introduces guest Zac Franz and what they do to solve a major insurance agency issue
[3:00] Zac tells Jim how speeding up receivables became a passion for him
[6:50] What struggles do clients have before utilizing ePayPolicy?
[9:55] Zac explains what their agency management system looks like
[13:45] Instead of sending the checks to you, send them to ePayPpolicy’s management system for reconciliation
[15:40] How is the opportunity to take care of payments immediately instead of waiting for the mail transforming agents?
[20:00] You control your login credentials, alerts, and helpful information to your preferences
[23:25] How many hours are saved by having an integrated payment process in place?
[28:40] Zac answers the questions from AGA’s rapid fire round
[34:60] Zac shares one final piece of advice for listeners today
About Zac Franz
Zac is a genuinely good guy who has worked with ePayPolicy for over two years. He began on their sales team but quickly moved to managing that team after discovering his passion for speeding up receivables. Now, Zac is managing relationships with ePayPolicy’s integrated technology partners, contributing each day to a safer, faster way to pay in the insurance industry.