Agency Billing Made Simple
AgentSnap makes selling and binding agency billed policies as easy as sending a link
to your customer’s phone.
Automate your payment & signature process with AgentSnap, from premium
collection to upstream payments.
Automatically Collect and Remit
Premium Payments
AgentSnap streamlines the entire flow of funds for insurance agencies.
AgentSnap enables agents to send a link to a customer to collect their signatures and payment for an agency-billed policy, then automatically deposits commission and remits net premiums upstream to insurers.
Powerful Flexibility
Give your customers ultra-convenient and diverse payment options so there’s zero-friction in collecting their premiums and your commissions.
AgentSnap’s native support for a myriad of everyday payment methods makes it easier to accommodate your customer’s payment preferences: allowing you to close more deals and bind more policies.
Multiple Payment Types
AgentSnap empowers you to collect pay-in-full premiums though debit & credit cards, bank transfers, and even Cash App.
Full Coverage
AgentSnap connects to all major card networks and every US bank & credit union.
Easily Collect E-Signatures
AgentSnap is an all-in-one platform for electronic signatures. Easily send links to ACORD agreements or other documents and collect signatures from multiple parties; standalone or with invoices.
Standalone
Collect e-signatures on any document any time without any associated policy binding.
As Invoice Attachments
Need ACORD agreement or other signatures? AgentSnap has you covered.
Easily attach a signature request to your invoice sent to your customers.
Fast. Simple. Secure.
AgentSnap is an agency-billing and policy binding platform for insurance Agents, existing within SnapRefund’s portfolio of synergistic insurance technology.
Insurance agencies benefit from AgentSnap’s core fintech services framework to easily collect payments from customers, bind signatures, and automate carrier payables.
AgentSnap makes agency billing fast, simple, and secure.
Collect Premiums
Use the AgentSnap dashboard to generate invoices and send a secure payment request link to your policyholders.
Get E-Signatures
Add documents to sign and easily collect signatures.
Fully-Automated Remittance
AgentSnap securely monitors payment settlement into your bank account, then automatically remits your customer’s payment to the insurer for you.
What They Say
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Ralph Edwards
Co-Founder
14K + Review
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Darlene Robertson
Co-Founder
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Dianne Russell
Co-Founder
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Ralph Edwards
Co-Founder
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Ready to See For Yourself?
Our team is rapidly innovating at the crossroads of insurance and financial technology.
No agency scenario is too complex; we want to learn from you! Let’s chat!
Frequently Asked Questions
Find answers to common questions about AgentSnap.
How secure is AgentSnap?
Security is at the center of what we do at AgentSnap.
All data is encrypted and tokenized where possible, and AgentSnap doesn't store any sensitive payment data on our servers, mitigating the impact of an unlikely data breach.
Additionally, AgentSnap conducts regular penetration testing and monitors platform usage 24/7 to ensure you enjoy the highest quality, safest experience.
What is Plaid?
Plaid makes it easy to securely connect your bank to AgentSnap. Plaid connects to thousands of financial institutions across the United States. With Plaid, connecting your bank account is easy. With Plaid, you’re in control of your data. You choose whom your data is shared with, for what purpose, and how long.
Why am I seeing "Action Needed : Document"?
In some cases, the financial institutions we partner with automatically flag accounts they were unable to identify automatically and they request a manual review of a user's identification.
Not to worry, everything is okay! We simply need to have one of our identity verification partners verify that you're you.
When uploading a picture of your government issued photo ID, license, or passport, keep the following in mind to avoid longer verification timelines:
- All 4 Edges of the document should be visible
- A dark/high contrast background should be used
- At least 90% of the image should be the document
- Should be at least 300dpi
- Capture image from directly above the document
- Make sure that the image is properly aligned, not rotated, tilted or skewed
- No flash to reduce glare
- No black and white documents
- No expired IDs
Once you upload your document we'll have it reviewed in anywhere from a few seconds to 2 business days. You'll be notified when review is complete.
"Using AgentSnap has been an absolute game-changer for our business. Before discovering this platform, managing insurance document signature requests and processing payments to MGAs was a tedious and time-consuming task. With AgentSnap, everything is streamlined and efficient. Thanks to AgentSnap, we've been able to improve our efficiency, reduce errors, and provide a better experience for our clients. I can't recommend it highly enough!"
Steven T Dorsey, Agency Principal Dorsey and Associates LLC