A Follow-Up Conversation with ePayPolicy, Pt. 2 - Sandi Copson

In this episode of the Insurance Perspectives podcast, Kenny Hendricks, Zac Franz, and Sandi Copson discuss the integration of ePayPolicy at O'Quinn Insurance. Sandi shares insights on the agency's history, their experience with ePay, and how the integration has streamlined workflows and improved client interactions. The conversation also touches on an agent's experience giving feedback to ePay and the overall value that ePay brings to the agency and its clients.

Takeaways

• Onboarding with ePay was straightforward.
• The integration with HawkSoft has significantly reduced manual processes.
• Client experience is a top priority for O'Quinn Insurance.
• Finance Connect is expected to enhance payment processing further.
• Feedback from the agency is crucial for improving ePay and HawkSoft services.
• Sandi appreciates the family-like culture at HawkSoft and their commitment to client success.

Learn more about about O'Quinn Insurance:
https://floridasinsuranceagency.com/
https://www.facebook.com/OQuinnInsuranceServices/ https://www.instagram.com/oquinninsuranceservices/

To get in touch with today's guests, reach out to them via LinkedIn:

• Sandi Copson (click here)
• Zac Franz (click here)

More information on ePayPolicy:
https://epaypolicy.com/
https://www.facebook.com/epaypolicy
https://www.linkedin.com/company/epaypolicy/

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If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay