Premium billing made simple.
AgentSnap makes insurance agents' lives easier.
Automate invoicing, signing, and premium remittance.
Save hours of labor.
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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 to 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.
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.
Embedded E-Signatures
Easily send links to ACORD® agreements or other documents and collect signatures from multiple parties, standalone or with invoices.
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 linkto 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.
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.
Premium & Commission payments
Automate premium collection and commission payouts in one platform.
AgentSnap eliminates manual remittance, reduces errors, and ensures every dollar moves quickly and securely—so agencies can focus on growth, not reconciliation.
Agency billing
Streamline agency billing with automated workflows that handle complex payment splits and remittances.
AgentSnap makes it easy to bill clients, pay carriers & GAs, and track every transaction in real time.
Direct billing
Simplify direct bill processes with secure, API driven payment pages.
AgentSnap can be embedded directly into websites for carriers, MGAs, and agencies, to ensure payments are seamless and direct.
Invoicing
Generate and send branded smart invoices in seconds.
With customizable templates, automated reminders, and real-time payment status and remittance triggers, AgentSnap makes invoicing faster, more automatic, and more professional.
Premium finance
Offer flexible premium financing options directly through AgentSnap, or bring your own finance companies.
AgentSnap works seamlessly with any premium finance company.
Agents and Brokers can improve conversions by giving policyholders the ability to spread payments over time while reducing administrative overhead.
Payment methods
Meet clients where they are.
From ACH and credit cards to checks and digital wallets, AgentSnap supports every payment method agencies and clients expect—on rails that are fast and compliant.
Connect any bank
AgentSnap connects to any U.S. financial institution, with enabling smooth premium collections, commissions, and disbursements across accounts.
AMS integration
Integrate with your Agency Management System (AMS) in just clicks.
AgentSnap syncs policy, billing, and payment data directly into your AMS, reducing manual entry and keeping everything in one place.
E-signing documents
Close business faster with built-in e-signatures.
From premium finance agreements to client authorizations, AgentSnap ensures documents are signed, stored, and compliant—all in the same workflow.
IAM & Teams
Control access with enterprise-grade Identity and Access Management.
AgentSnap makes it easy to set roles, manage permissions, and track activity, keeping your agency compliant and secure.
Choose the right plan for your business
Basic
Start small
$15 / Monthly
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Essential chatbot capabilities to get you started- Communicate in 10+ languages
- Seamless connection with platforms like WordPress and Shopify
- Up to 1,000 monthly conversations
Pro
Scale your capabilities
$85 / Monthly
most popular
- Advanced automation and customization tools
- Communicate in 50+ languages
- Compatible with all major platforms and CRMs
- Up to 10,000 monthly conversations
- In-depth insights with exportable reports
Enterprise
Do more with enterprise
$125 / Monthly
- Full access to all functionalities
- Communicate in 100+ languages
- Tailored solutions for unique business needs
- No chat limits—scale as needed
- Priority assistance and personalized onboarding
- Deep learning-powered analytics for actionable business strategies
Basic
Start small
$10 / Yearly
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- Essential chatbot capabilities to get you started
- Communicate in 10+ languages
- Seamless connection with platforms like WordPress and Shopify
- Up to 1,000 monthly conversations
Pro
Scale your capabilities
$65 / Yearly
most popular
- Advanced automation and customization tools
- Communicate in 50+ languages
- Compatible with all major platforms and CRMs
- Up to 10,000 monthly conversations
- In-depth insights with exportable reports
Enterprise
Do more with enterprise
$100 / Yearly
- Full access to all functionalities
- Communicate in 100+ languages
- Tailored solutions for unique business needs
- No chat limits—scale as needed
- Priority assistance and personalized onboarding
- Deep learning-powered analytics for actionable business strategies
Our happy customers
Discover how carriers, Managing General Agents, and Third Party Administrators are taking the effort out of their payment operations and delighting their recipients with an elegant UX.
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Frequently asked questions
Find answers to common questions about ClaimsSnap.
More questions?
Let us know at: support@snaprefund.io
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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.
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.
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.
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!
