Automatic 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. 

Bind More Coverage

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.

Any Payment Method

AgentSnap empowers you to collect pay-in-full or financed premiums though debit & credit cards, bank transfers, and even Cash App.

Auto Connect to Banks

AgentSnap connects to all major card networks and every US bank & credit union.

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.

Cancel Your Subscription

AgentSnap has full e-signature functionality.

Kiss your other subscriptions goodbye. 

Any Document

Attach to invoices. Send them alone. Whatever you need, covered.

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.

Bill Customers

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.

Auto Remit Premiums

AgentSnap securely monitors payment settlement into your bank account, then automatically remits your customer’s payment to the insurer for you.

What They Say

Read testimonials from satisfied insurers and claimants who have used SnapRefund

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!

Explore our open positions and apply today!

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.

Contact our support team and let’s chat.