Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this episode of Agents Influence podcast, host Jason Cass interviews Mark Engels, Chief Executive Officer at ePayPolicy. Mark talks about how ePayPolicy simplifies the digital engagement strategy for your agency and what makes for a great customer experience.

Episode Highlights:

  • Mark talks about what ePayPolicy is and the issue it addresses in the insurance industry. (2:17)
  • Mark explains that he hates to lose and expects to win, but remembers the ones he lost more than the ones that he won. (3:20)
  • Mark shares that he believes that it is a strong combination of both skill and luck that got him to where he is today. (3:54)
  • Mark shares his background story and how he started in the business. (4:43)
  • Mark explains that the foundation of ePayPolicy’s vision is to solve one of the largest pain points of all agencies and brokers, processing the paper check. (12:34)
  • Mark shares that over the past 10 years, almost all the experiences in the insurance industry have become digitized. (15:08)
  • Mark shares the story of how ePayPolicy initiated building an acquisition team that led him to have the opportunity to join. (16:19)
  • Mark talks about the service they call “Checkmate”, which takes the ePayPolicy platform and moves it from digital accounts receivable management to accounts receivable management, regardless of payment method. (18:51)
  • Mark shares that he is currently reading “Super Pumped” which is a story about Uber. (24:21)

Key Quotes:

  • “If you think about our business, and where we sit in the ecosystem, you know, we’re in a unique place in that we serve all the constituents in the industry.” – Mark Engels
  • “As we think about the way the world has moved here, you know, over the past, let’s call it, you know, five to 10 years, or more, almost all the experiences that we have, have become digitized.” – Mark Engels
  • “It is why we exist, to help make that simpler, and to help these companies within this broad and fantastic ecosystem of insurance, simplify their daily life in the back office and make it a great experience for their insurance.” – Mark Engels

Resources Mentioned: