How quotes and invoices helped an agency streamline their operations - ePayPolicy

ePayPolicy’s new Quotes and Invoicing feature streamlined Ryan Everet Insurance’s client interactions by allowing invoices to be created and sent directly from the ePayPolicy dashboard.

Quotes and Invoices also offered Ryan Everet Insurance’s customers the flexibility to pay in full or explore premium financing options within the same interface without any extra back and forth.

David Call, owner of Ryan Everet Insurance in North Texas, has been a loyal ePayPolicy user for over five years. Now ePayPolicy’s newest feature, Quotes and Invoices, has streamlined David’s operations once again, making client interactions smoother and more efficient than ever.

“We do primarily commercial insurance, and most of that is agency billed,” David explains. “Every time we have an interaction with a client, payment is going through ePayPolicy, so we use it every day.”

For David, the key to ePayPolicy’s success lies in its simplicity and its ability to help customers by giving them options. The new Quotes and Invoicing feature allows his team to create invoices directly within the ePayPolicy system and send them to clients with just a few clicks. This streamlined process offers clients the flexibility to pay in full or explore premium financing options, all within the same interface.

“It’s been really nice to have that option for our customers so that they can decide at the point of sale,” David notes. He highlights how the feature eliminates the cumbersome process of manually obtaining quotes from finance companies and communicating them to clients. “It just makes it really seamless whenever somebody is wanting to finance,” he says.

The benefits extend beyond client convenience. David emphasizes the significant time savings his agency has experienced. “Oh, yeah. It’s been so much easier because we don’t have to chase down the financing agreements,” he explains.

With ePayPolicy, the process is automated. Once a client chooses to finance, the signed agreement is automatically emailed to David’s agency, ready to be input into their management system. This eliminates the need for manual tracking and ensures all documentation is readily available.

“We’re using ePayPolicy, so we’re very familiar with how to use your system, and it’s basically making it as easy as possible for us to do business with people,” David says. He appreciates how ePayPolicy aligns with his agency’s philosophy of simplifying interactions and fostering client engagement.

Andrew Easley, representing ePayPolicy, acknowledges David’s perspective, emphasizing the company’s commitment to making life easier for insurance professionals. “I understand how important it is to make insureds’ lives easier to do business with your agency, and I’m so happy to hear that ePayPolicy has provided you with another tool to make life a little bit simpler,” Andrew says.

For David Call and Ryan Everet Insurance, ePayPolicy’s Quotes and Invoicing feature has proven to be more than just a new tool; it’s a game-changer that has enhanced efficiency, improved client satisfaction, and solidified their partnership with a platform that truly understands the needs of the modern insurance agency.