Search found 4 matches

by policyspot
Wed Mar 27, 2013 1:29 pm
Forum: Opinions
Topic: New independent agency
Replies: 10
Views: 28538

Re: New independent agency

Another good thing to remember when starting a new agency is the workload you are going to have to do on certificates, and having questions from your clients. Having a self service portal is going to be key to being able to grow quickly without all the headache. You should look at our Mobile Insuran...
by policyspot
Wed Mar 27, 2013 1:06 pm
Forum: Opinions
Topic: Credit Card Processing
Replies: 20
Views: 47615

Re: Credit Card Processing

We offer credit card processing for independent agents without having a merchant account. I also have a friend that can help you set up your own merchant account if that is the way that you would like to go. Our service passes the cost of the transaction off to the insured, whereas if you got square...
by policyspot
Wed Mar 27, 2013 1:01 pm
Forum: Opinions
Topic: Mobile Acords - Survey
Replies: 8
Views: 14821

Re: Mobile Acords - Survey

We allow for ACORD 25 certificates in our self service module from the web and mobile apps. I would love to hear about your progress and how you have been coming along with it since. Check out our stuff at https://www.thepolicyspot.com/index.php ... rtificates
by policyspot
Wed Mar 27, 2013 12:57 pm
Forum: Opinions
Topic: Mobile Apps for P&C Producers
Replies: 7
Views: 15893

Re: Mobile Apps for P&C Producers

We have created a mobile insurance app platform, that agents can use to collect quotes and take payments all from a Agency Branded mobile app. We were thinking of doing some esignature integration too. Is this something that you think would help your cause? https://www.thepolicyspot.com/index.php/br...