Summary

Faster premium collection for clients and staff

Snellings Walters works to make premium collection as easy as possible for its clients and its staff. Paper checks and postal delays were slowing that process down. 

The agency already offered clients a self-service portal through Applied Epic, so when it learned payments could run through that same portal, it was hooked. Clients now get an easy-to-use payment link that asks for very little information. Funds reach the agency within a few days, so it can pay carriers and brokers quickly. Implementation went smoothly, and collecting and paying premiums is now quick for everyone involved. Assistant Treasurer Shannon Brown sees the time saved in both the service team and the accounting department, and clients like how secure and easy paying has become.