Webinar

How to Win More Clients with Insurance Quote Automation

Webinar

How to Win More Clients with Insurance Quote Automation

Webinar

How to Win More Clients with Insurance Quote Automation

Webinar

How to Win More Clients with Insurance Quote Automation

Webinar

How to Win More Clients with Insurance Quote Automation

Webinar

How to Win More Clients with Insurance Quote Automation

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Webinar

How to Win More Clients with Insurance Quote Automation

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Webinar

How to Win More Clients with Insurance Quote Automation

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About the Episode
Episode Highlights
Meet our Guest
Webinar

How to Win More Clients with Insurance Quote Automation

Webinar

How to Win More Clients with Insurance Quote Automation

In today’s digital world, clients expect security and convenience when shopping for insurance. The more efficient your agency is, the better you’ll be able to meet expectations and turn prospects into lasting customers. But streamlining insurance processes can be tricky, especially if you’re still dealing with paperwork and legacy systems.

To help you automate your insurance workflows, we’ve hosted a webinar with InsuredMine that is packed with actionable tips. We'll show you easy automation strategies for the insurance quote and proposal process, from collecting data and generating documents for eSignature to managing the client experience.

Panelists
Former Managing Director
Co-Founder
Introduction

In today’s digital world, clients expect security and convenience when shopping for insurance. The more efficient your agency is, the better you’ll be able to meet expectations and turn prospects into lasting customers. But streamlining insurance processes can be tricky, especially if you’re still dealing with paperwork and legacy systems.

To help you automate your insurance workflows, we’ve hosted a webinar with InsuredMine that is packed with actionable tips. We'll show you easy automation strategies for the insurance quote and proposal process, from collecting data and generating documents for eSignature to managing the client experience.

Panelists
Former Managing Director
Co-Founder
Infographic

How to Win More Clients with Insurance Quote Automation

In this webinar, we'll show you how to automate your insurance workflows and improve the client experience.
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Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant
Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.