Vendor e-Learning Session: Electronic Payment & Reconciliation Processes (ClearPay & KixPay)
April 6, 2020
The COVID-19 crisis has brought on — at least temporarily — a 'new normal' in how insurance brokerages operate. Remote work is now the name of the game, and many brokers are finding themselves searching for innovative tools to support the efficiency of business processes.
In the coming weeks, IBAS will be hosting a series of vendor webinars to help you explore your options — not only to guide you through these trying times, but to position for you for success in the long term.
Electronic Payment & Reconciliation Processes
Join representatives from ClearPay and KixPay for an interactive discussion around the digitization of payment and reconciliation processes.
In this free, 30-minute session, you will learn about solutions available on the market (and not just from these vendors) to help you:
- Collect premiums with ease;
- Obtain electronic signatures from customers;
- Securely send payments directly to carriers;
- Automate transaction reporting; and
- Streamline accounting and BMS use.
When & Where
Monday, April 6, 2020
1 – 1:30 p.m.
This session will take place using the Zoom videoconferencing platform through your internet browser. Login details will be sent to registrants at 10:30 a.m. on the morning of the event.
Contact
For more information, please contact Jordan Jensen, Manager, Professional Development, at jordan.jensen@ibas.ca or (306) 525-8001.
Presenting Partner
Thank you to our Presenting Partner for this session:
