Morris & Garritano Insurance Simplifies Premium Collection Process with Applied Pay®
07 Agosto 2024 - 8:00AM
Applied Systems® today announced that Morris & Garritano
Insurance, one of California’s largest independent agencies, has
selected Applied Pay to streamline the agency bill process for its
commercial lines business. Seamless integration of Applied Epic and
Applied Pay allows data to flow between the agency’s core system of
record and payment portal, giving Morris & Garritano Insurance
the ability to automate the invoice process and apply payments with
less manual effort from staff while ensuring the books tie out
easily each month end.
“We needed a smooth process for our agency bill policies that
doesn’t require many touches from staff and notifies everyone when
we get payments so that our account managers can start binding
policies as quickly as possible,” said Jonathan Gonzales,
controller, Morris & Garritano Insurance. “Applied Pay’s
integration with Applied Epic allows our team to generate invoices
with information already in the system and send them with the click
of a button, reducing data entry and saving time for our
staff.”
Applied Pay is a cloud-based electronic payments hub that
enables agents and brokers to provide their clients with a secure,
online way to pay for new and recurring premiums. Directly
integrated into Applied Epic, Applied CSR24 and EZLynx Client
Center, Applied Pay provides intuitive, branded checkout pages
where policyholders can go to pay for premiums via credit/debit
card or ACH bank transfer. It automatically handles payment
authorization and tokenizes sensitive information to increase
security and ensure compliance. The solution also leverages
intelligent automation to reconcile receivables at the account
level, reducing the time and effort presently needed to reconcile
payments.
“Receiving and processing agency bill payments has long been a
pain point in the insurance lifecycle, eating up staff’s time and
slowing down account reconciliation,” said Chase Petrey, president
of Applied Pay, Applied Systems. “Applied Pay simplifies the
collection process with its seamless integration that facilitates
the flow of account information to automate payment processes,
reducing the time and effort spent by accounting staff to reconcile
payments while ensuring customers are protected the moment they
need it.”
# # #
The Applied products and logos are trademarks of Applied
Systems, Inc., registered in the U.S.
About Applied SystemsApplied Systems is the leading
global provider of cloud-based software that powers the business of
insurance. Recognized as a pioneer in insurance automation and the
innovation leader, Applied is the world’s largest provider of
agency and brokerage management systems, serving customers
throughout the United States, Canada, the Republic of Ireland, and
the United Kingdom. By automating the insurance lifecycle,
Applied’s people and products enable millions of people around the
world to safeguard and protect what matters most.
Lauren Malcolm
Applied Systems
(678) 438-5093
LMalcolm@appliedsystems.com