Print-Pay

Your partner is with the customer. They do not need to call you

Your partner is with the customer and calls you for a price. They wait, the customer waits, and the office spends the day on the phone.

14-day free trialSchedule a demoIncluded in a Connect plan
Illustrative example

Does this sound familiar?

Every price goes through the office

  • Partners cannot close on their own
  • The office turns into a call centre
  • You cannot see at once what each partner owes

From price to paper

  1. Start from the price or the application.
  2. Check the policy details.
  3. Issue it from Connect, directly with the insurer.
  4. The policy prints and enters your production.

The customer is waiting

A customer is at your office and wants their policy now. You issue it from the same screen where you saw the price and hand it over before they leave.

In plain words

Print-Pay is instant policy issuing inside Connect. The policy is issued through a direct connection with the insurer, without opening its portal.

Who it is for

For agencies and partners who issue often. Included in Connect Elite.

With Print-Pay

With Print-Pay the agency and its partners quote and issue on their own, directly connected to the insurers, with financial control over the network.

Partners close on the spot

The policy is issued while the customer is in front of them.

The office is freed up

Fewer calls about prices and issuing.

You stay in control

See what was issued, by whom, and what is owed.

Issuing in a portal or inside the software?

Print-Pay is not a separate application. It works inside your insurance agency software, together with multi-quote and the back office.

With each insurer's portalWith Print-Pay
You open a different site for each insurerYou issue from one screen, directly with the insurer
You retype the customer's detailsThe price continues to application and policy with no retyping
The policy stays in the portal until you enter itThe policy enters your production
Your partner calls you to issue for themPartners issue on their own, under your supervision
The customer waits or comes backThe policy prints while they are in front of you
You check afterwards what was issuedYou see it in the same register as everything else

When you compare solutions, ask what happens after issuing. Insurance agency software that does not keep the policy leaves you with two files and two truths. Print-Pay writes the policy in the same system, so renewal, collection and commission start there, with nobody entering the same thing again. It is included in Connect Elite, together with Compare.

What's included

Instant issuance
The policy is issued while the customer is in front of you.
Partner network
Each partner works within their own limits.
Financial control
See what was issued and what is owed.
Automatic entry
Whatever is issued goes straight into production.

How it connects to the rest

CompareIssuing usually starts from a price. Compare shows prices from several insurers on one screen, and the customer's choice continues with no retyping.ProductionWhat is issued enters agency production, is found by plate or name, and shows in next year's renewals.Partners and commissionsWhen a partner issues, their commission is calculated from the policy itself, with no sums by hand at month end.

Frequently asked questions

Which plan includes it?

Connect Elite.

Can partners issue on their own?

Yes, directly connected to the insurers.

Can I see what each one issued?

Yes, and what is owed, in one place.

Is it recorded automatically?

Yes, whatever is issued goes into production.

Can I try it for free?

Yes. The trial lasts 14 days, with no card and no commitment.

Is there anything to install?

No. Everything runs in the cloud, from your browser, with no server at the office.

Do you help me get started?

Yes. Moving your data from your old system and helping your team in the first days are free.

Does support cost extra?

No. Support is included in your subscription.

Can I cancel?

Yes, whenever you like. Cancellation takes effect once the current period is over.

All products

Three short steps, and you know what fits

Tell us how your agency works. We suggest a plan and add-ons, and you try them for 14 days with your own data.

14-day free trialSchedule a demoNo card. No commitment.
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