Summary

Digital payments that keep clients close

Client relationships are a top priority for Schneider Insurance. But the agency was sending clients to insurance company portals to make payments, and it was losing contact with them along the way. Retention started to suffer. 

The agency needed a way to give clients end-to-end service on payments. It also had to work with the systems the team already used, to cut the effort, errors and liability that come with agency bill payments. Schneider chose digital payments that run inside Applied Epic and connect to its client self-service portal. Clients now pay the agency directly, and the team has a simpler payment process that supports renewals.