money

Screenshot of the hide commissions feature on the AgentSnap platform.

AgentSnap Product Spotlight: Toggling Commission Visibility

Leave a Comment / Platform Updates / Admin

Welcome to SnapRefund’s product spotlight newsletter where we showcase the powerful features of SnapRefund’s products! In our second issue, we’ll talk about how AgentSnap empowers you with the flexibility to disable displaying your commission on client-facing invoices. This new functionality empowers you to toggle commission visibility, offering ultimate flexibility in client interactions. Whether you want […]

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AgentSnap Product Spotlight: Premium Auto-Remittance

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Welcome to SnapRefund’s product spotlight newsletter where we showcase the powerful features of SnapRefund’s products! In this first issue, we’ll talk about how AgentSnap empowers insurance agents with auto-remittance of premiums, taxes, and fees to upstream entities like carriers, wholesalers, MGAs, and brokers. When an agent enables auto-remittance of premiums while creating their invoice in

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🚀 v1.2.0 Release 🚀

Platform Updates / Admin

Our latest release features powerful UX and Security upgrades. 💪🏼 We now have full coverage of all US banks!! If you’re one of our users who connects a bank to your account, you’re now able to connect ANY bank in the US. That’s a lot of banks! This is thanks to our new micro-deposit flow.

🚀 v1.2.0 Release 🚀 Read More »

AgentSnap Product Spotlight: Toggling Commission Visibility

AgentSnap Product Spotlight: Premium Auto-Remittance

🚀 v1.2.0 Release 🚀

Pivot…pivot!!!