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Catalyit Live: Challenges in Agency Billing

Catalyit Live: Challenges in Agency Billing
 
What You’ll Learn:

How to identify the top bottlenecks in agency billing that cost producers time and money.

Strategies to reduce manual work in premium collection and remittance.

Ways to use automation, premium finance tools, and integrated workflows to boost productivity.

Why It Matters:

Agency billing impacts client satisfaction, cash flow, and producers’ ability to sell.

Inefficient billing workflows lead to slower payments, more write-offs, and wasted producer hours.

Streamlining billing means faster payments, improved revenue timing, and more time to grow your book.

Things to Think About:

What are your biggest pain points in premium collection and policy reconciliation?

How long does it take your team to reconcile a policy from invoice to payment received?

Which manual billing steps could be eliminated with automation?
 
 
For All Agency Staff

CE will not be offered for this webinar
Free for Big I New York and Big I Connecticut members!* 

Register Now (You will be leaving the Big I NY or CT website)

Catalyit Questions? 
Email: Hello@catalyit.com
Phone: 608-673-5261
https://catalyit.com/contact-us/  (includes Live Chat)

* If you are not a Big I member, contact:
Christine Neet, AVP of Member Engagement 
cneet@biginy.org or call 315-432-4231  
www.biginy.org/join           www.bigict.org/join

 
 
When
9/18/2025 2:00 PM - 3:00 PM
Where
Online-at Your Desk

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