173 - Taking Control of the Payment Process

10:00 AM–11:00 AM Oct 18, 2018 (US - Central)

Ryman Ballroom D


The panel will focus on discussing the importance of the payment process through the entire insurance ecosystem – not only in closing the insurance sale, but all the way through reconciliation with partners to ensure seamless and efficient, processes that drive revenue without complicating workflows or adding personnel. A key area of discussion will be on client experience and how a well-designed payment and reconciliation process can be a critical differentiation point for brokers. Each panelist will demonstrate steps where brokers have the ability to take greater control of their clients insurance experience, improve partner relationships and protect their brokerage from online, direct or other forms of market disruption.