As part of our ongoing commitment to putting our clients at the forefront of everything we say and do, we rolled out several new features and benefits that streamline your operations and enhance user experiences. Let’s look at some of the changes that we made…
AutoPay
This flexible experience empowers agents, allowing you to initiate enrollment for your consenting insureds during the Premium Finance Agreement (PFA) process or after booking. This year, we further streamlined our AutoPay functionality, making it possible to receive emailed communications regarding the status of new enrollments, resend initiation emails, and gain additional insight into account activity, ensuring more efficient communications between you and your insured customers.
Recurring Credit Card Payments
This year, we successfully transitioned our recurring credit card payments from our third-party vendor, Plug'n Pay, to our new third party payment processor, AndDone™. This change allows us to offer you and your customers a more robust, user-friendly experience.
eSign & Document Delivery
They say small changes can make a significant impact, and that is true for our eSign and Document Delivery functions. This year's enhancements were designed to give you greater flexibility in working with documents, including uploading multiple documents simultaneously, increased functionality for editing and deleting existing quotes, and a more streamlined mobile experience. These updates work in conjunction to provide you with a simplified process from start to finish.
Branding
This year, we further enhanced customization opportunities to help your insured customers recognize important communications from IPFS. These custom branding enhancements accommodate varying logo sizes and introduce branding options on payment invoices.
Looking Ahead to 2025
Our streamlined capabilities and increased functions aim to consistently deliver a legendary experience to you, our valued clients. As we look ahead to 2025, we are excited to announce further updates to our AutoPay Recurring ACH process, enhanced premium finance quoting capabilities within the AndDone platform, and plans to engage more with our client feedback program.
Our founder said it best, “People do business with people,” and we appreciate the opportunity to do business with you.
