Get 2 Months of Free Digital Payment Processing with ePayPolicy

​Have you thought about which technology investments you want to make at your agency this year? Here is a simple start: digital payment processing. A basic but essential feature for your clients.We’ve worked with our preferred digital payment processor, ePayPolicy, to offer our members two months of their service for free. ePayPolicy provides your agency:Ability to collect credit card and ACH payments (for only $20 / month)Digital, branded payment portal that your clients will loveNo contract or setup fees! Get signed up in 5 minutesUse promo code "biginymember" to get two months free!Source

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Catalyit Q&A: Top Questions

​I’m a small agency. How can Catalyit help me?Small agencies are often lean on staff and budget. Prioritization needs to be spent on carrier appointments and client acquisition. We get it. At the same time, being a small agency doesn’t mean you need to sacrifice on tools that can make you more successful and drive your profits. Simply by getting a better understanding of what your unique needs are as a small agency, and learning where you are on your unique Roadmap to Success, Catalyit is able to offer you solutions to meet your budget and – most importantly – your goals. You get workflow efficiencies, customer…

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Membership Means Market Access

Without competitive insurance markets, your agency can't grow and get to the next level. We know the more markets your agency can easily access, the better your chances of writing and retaining business, so we have made market access an integral part of your membership. In 2020, we made the investment to be a part of Independent Market Solutions (IMS) and, since that time, we have grown market availability in New York to include 10 participating carriers that offer personal, commercial, and various specialty lines. IMS programs are designed to give agencies of all sizes the opportunity to gain carrier appointments as IMS sub-producers. Certain insurance markets…

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