Late Payment Automation Project
To contact or not to contact?
If you’re an independent agent like me, deciding whether or not to contact late-payers can be a difficult decision – there are risks either way. To help solve this problem I’m working on a system for my agency that will:
Here's what I'm hoping to gain from building this automation:
How You Can Help
Although I have outside help to write the code, this is a big endeavor for a small, two-person agency to take on. I would really appreciate your feedback and input as I design this. It would be a big help to me, and if I can design something that works well, I'd like to make it available to other agents as well.
Ken founded Pine Country Insurance in 2003 and is passionate about creating more efficient ways to run his business. He is excited to collaborate with other agents on projects to benefit independent agents.