Agency Billing Made Simple
to your customer’s phone.
Automate your payment & signature process with AgentSnap, from premium
collection to upstream payments.”
Trusted by industry-leading companies worldwide
Automatically Collect and Remit
Premium Payments
AgentSnap streamlines the entire flow of funds for insurance agencies.
to your customer’s phone.AgentSnap enables agents to send a link to a customer to collect their signatures and payment for an agency-billed policy, then automatically deposits commission and remits net premiums.”collection to upstream payments.”
Efficient
Payment Flexibility
Give your customers ultra-convenient and diverse payment options so collecting there’s zero-friction in collecting their premiums and your commissions.
Payment Flexibility
AgentSnap empowers you to collect pay-in-full premiums though debit & credit cards, bank transfers, and even Cash App.
Full Coverage
AgentSnap connects to all major card networks and every US bank & credit union.”
Efficient
Easily Collect E-Signatures
AgentSnap is an all-in-one platform for electronic signatures. Easily send links to ACORD agreements or other documents and collect signatures from multiple parties; standalone or with invoices.”
Standalone
Collect e-signatures on any document any time without any associated policy binding.
With invoices
Need ACORD agreement signatures?
No problem!
Easily attach a signature request to your invoice sent to your customers.
Fast. Simple. Secure.
Secure and integrated payment Collection Platform
AgentSnap makes agency billing fast, simple, and secure.
Collect Premium Payment
Use the AgentSnap dashboard to generate invoices and send a secure payment request link to your policyholders.
Get E-Signatures
Add documents to sign and easily collect signatures.
Auto-Pay Remittance
AgentSnap securely monitors payment settlement into your bank account, then automatically remits your customer’s payment to the insurer for you.
Sit back and relax.
What They Say
Read testimonials from satisfied insurers and claimants who have used SnapRefund
Webfelow
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Ralph Edwards
Co-Founder
Webfelow
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Darlene Robertson
Co-Founder
Webfelow
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Dianne Russell
Co-Founder
24K + Review
What They Say
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore
Ralph Edwards
Co-Founder
14K + Review
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Darlene Robertson
Co-Founder
34K + Review
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore
Dianne Russell
Co-Founder
54K + Review
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore
Ralph Edwards
Co-Founder
24K + Review
Ready to See For Yourself?
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!
Frequently Asked Questions
Find Answer to Common Questions about SnapRefund.
What does each Payment Status mean?
In your Transaction History you’ll see all of the payments you’ve sent and received.
As your payments travel within SnapRefund you’ll find the status updates in real-time. There are six potential statuses:
- Awaiting-sign-up
- Awaiting-cash-out
- In-transit
- Settled
- Canceled
- Failed
Check out what each status means below.
Event | Payment sent | Sender cancels payment before cash out | Recipient cashes out | Transaction completed within banking or card network | Transaction failed within banking or card network | Transaction canceled within banking or card network |
Payment Status | Awaiting-sign-up or Awaiting-cash-out | Canceled | In-transit | Settled | Failed | Canceled |
Why am I seeing "Action Needed : Document"?
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.
How do I opt out of email communication?
Opting out of communication is easy!
Navigate to Preferences (click the hamburger menu tray if you're on mobile).
From here, you can choose which communication channels are allowed.
As a consumer, what are the benefits of using SnapRefund?
Being a user on SnapRefund comes with a lot of benefits. The biggest being the different payment method options you have at your fingertips. From Instant Payouts that settles in seconds, to ACH payments, to good ole checks. Using SnapRefund allows you to get paid anyway you want, anytime you want, even on nights and weekends. In addition, our User Interface makes it so easy for you to navigate the platform.
How secure is SnapRefund?
Security is at the center of what we do at SnapRefund.
All data is encrypted and tokenized where possible, and SnapRefund doesn't store any sensitive payment data on our servers, mitigating the impact of an unlikely data breach.
Additionally, SnapRefund conducts regular penetration testing and monitors platform usage 24/7 to ensure you can enjoy the highest quality, safest payment experience.
What is Plaid?
Plaid makes it easy to securely connect your bank to SnapRefund. 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.
How long can a reimbursement stay in a recipient's account?
On the SnapRefund platform, a recipient’s pending payment will remain available until it is settled by the receiver, or canceled by the sender. There is no limit to when you are able to retrieve your money.
Will reimbursement always be received in full?
On SnapRefund every reimbursement is paid in full. The amount shown in the final Confirmation step is always the amount that recipients will receive.
Do I need to confirm my details each time a reimbursement is available?
On SnapRefund every payment needs to be confirmed each time a recipient wishes to cash out funds.
