Building Products with Your Customers
In this episode, Jim interviews Mark Engels, CEO of ePayPolicy, a modern payments platform built for insurance carriers, brokers, and agencies. Mark shares insights on why businesses should build products with their customers rather than for them. He explains how ePayPolicy collaborates with agencies to streamline payments, automate reconciliation, and improve efficiency. The conversation dives into digital transformation in insurance, the importance of customer-driven innovation, and the evolving landscape of financial technology.
Takeaways
Resources from Mark
ePayPolicy - Finance Connect
ePayPolicy
LinkedIn
Microsoft Power BI
Younger Next Year by Chris Crowley and Henry S. Lodge
About Mark Engels
Mark Engels is the CEO of ePayPolicy, a leading payment platform built specifically for insurance agencies, brokers, and carriers. With over 25 years of experience in the payments industry, Mark has held leadership roles at HyperWallet (acquired by PayPal) and PayPal, overseeing sales and growth initiatives. His expertise in digital transformation and financial technology has made him a key player in modernizing payments within the insurance industry.
ePayPolicy
The simplest solution for insurance agents to collect credit card and ACH payments
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