Agency Billing Made Simple
AgentSnap makes placing agency billed coverage as easy as sending a link
to your customer’s phone!
Automate your payment & signature process with AgentSnap, from premium
collection to upstream payments.
Place More Coverage with Automated Billing
Send a link to your policyholder to sign and pay.
AgentSnap remits the premiums for you.
It’s that simple.
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Bring Your Own
Finance Company
AgentSnap works with whichever premium finance companies you already use!
Automate pay-in-full or financed invoices, all using your preferred premium finance company.
No integrations or complex software needed.
🏦
Bring Your Own Bank
AgentSnap connects to your existing bank account.
With connectivity 100% of US banks and credit unions, you don’t need to open a new account to automate your agency billing with AgentSnap.
Your money, your control, always.
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Easily Collect Payments
Send invoices with tons of flexible payment options,
customized with your distinct branding.
Loads of helpful features like invoice reminders, payment splits,
and more at your fingertips.
Automatically remit funds anywhere.
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Embedded E-Signatures
Easily send links to ACORD® agreements or other documents and collect signatures from multiple parties, standalone or with invoices.
Attach to Invoices
Easily attach documents
to your invoices, with or without signature requirements.
Send Envelopes
You can even make standalone signature requests without any associated invoices.
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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 reconciliation.
AgentSnap makes agency billing fast, simple, and secure.
Invoice Customers
Use the AgentSnap dashboard to generate invoices and send a secure payment request link
to your policyholders.
Collect E-Signatures
Upload documents and collect signatures.
Easily attach documents to your invoices.
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
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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?
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