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Webinar: Electronic Payment & Reconciliation Processes (ClearPay & KixPay)

avril 16, 2020, 10:00 - 10:30 AM

 

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, IBANB along with IBANS and IBAN 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

Thursday, April 16, 2020
10:00 – 10:30 a.m.

This session will take place using the GoTo videoconferencing platform through your internet browser. Login details will be sent to registrants the day before the event.

Contact

For more information, please contact Becci Taylor, Professional Development, at btaylor@nbinsurancebrokers.ca  or (506) 450-6083.

IBANB Office

Parking is available either behind City Hall or in Frederic Square.

Map

Coordonnées

334 Queen Street, Suite 202
Fredericton, NB
E3B 5G2

Téléphone: 506-450-2898

Courriel: ibanb@nbinsurancebrokers.ca