Streamlining Success: O’Quinn Insurance Finds Efficiency with ePayPolicy and HawkSoft
O’Quinn Insurance enhanced operational efficiency and customer experience by integrating ePayPolicy with HawkSoft 6 and Finance Connect, enabling automatic payment updates, streamlined premium financing with Capital Premium Finance, and reducing administrative workload and follow-up time.
- ePayPolicy’s new HawkSoft 6 integration streamlined client interactions for O’Quinn Insurance by allowing premium financing options without back and forth through Finance Connect.
- The new integration also helped save time for O’Quinn Insurance by automatically updating the HawkSoft management system when payments are made.
O’Quinn Insurance Services is a rapidly growing agency and has been using ePayPolicy since 2021. In an effort to support their growth, they’ve recently taken advantage of new integrated features between ePayPolicy and their management system, HawkSoft.
The integration with HawkSoft 6 was announced last year, and O’Quinn activated it shortly thereafter. Now, their payment details are written back to HawkSoft 6 automatically.
“Since switching to HawkSoft 6 with the integration, everything has worked smoothly!” O’Quinn Insurance said.
After realizing the time savings with their HawkSoft integration, they decided to take advantage of another recently announced feature – integrated premium financing, with Finance Connect.
“The whole process is so much better now – our customers have an easier way to pay, our team has less work and follow up, and, most importantly, our CFO only has one place to look for invoicing/payments,” said Sandi Copson, operations manager for O’Quinn Insurance.
Finance Connect allows O’Quinn to offer simple premium financing terms with their existing PFC partner, Capital Premium Finance, on their existing ePayPolicy payment page. Customers can view terms, sign the PFA, and enroll in automatic payments in one setting, without any back-and-forth communication between O’Quinn and Capital Premium Finance.
When asked what advice they might provide to similar agencies, O’Quinn said, “I’d recommend they start tracking the amount of time they spend on their billing, follow-up, and accounting. It takes way more resources than anyone really realizes and when you see the amount of time, it really hits home how much you need to switch.”
For agencies considering a shift to digital payments, O’Quinn Insurance’s success story serves as a compelling testament to the transformative power of ePayPolicy. The platform’s ability to simplify transactions, reduce operational overhead, and improve financial insight makes it an invaluable tool for modern insurance organizations.
To book a meeting with someone from ePayPolicy to learn how the HawkSoft 6 integration could streamline your business click Here!
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