Agency Intelligence: The Insurance Podcast Network

Agency Freedom: E122: IndieTech 2023 - AndDone Live

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Recorded LIVE from IndieTech 2023!


In this episode, James talks with Ryan Westerman, President of AndDone, and Chase Courtney, Director of Technology Sales at Imperial PFS.


To learn more about AndDone, visit https://anddone.com/

Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com

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Episode Highlights:

  • Chase and Ryan discuss AndDone, a wholly-owned subsidiary and payment solution that exists in the IPFS ecosystem, for the first time on a podcast. (3:59)
  • Ryan explains that AndDone is an API-first enterprise-grade payment solution application that offers a web app for agents to use. It is designed for integration with other solutions such as rate quote buying platforms and AMS systems. (12:34)
  • Chase mentions that IPFS has extensive experience in premium finance services and offers payment processing services to both customers and non-customers while prioritizing providing value and benefits to their customers without any extra charges. (16:30)
  • Ryan discusses the importance of selecting a solution that aligns with your business model and how your team interacts with customers and products. (19:58)
  • Ryan discusses the goal of IPFS which is to provide assistance and offer the most convenient and straightforward payment methods for insurance. (23:38)


    • Key Quotes:

    • “We're in the situation now, where we are replacing Stripe, we are replacing PayPal for our customers. No premium finance involved.” - Chase Courtney
    • “We wake up every day and have IPFS premium volume run through our payment processing. We pass those benefits on to our customers.” - Chase Courtney
    • “We want to give the easiest ways to pay. We want to give the simplest solution for you for the insurance and the options that you need to get that deal closed.” - Ryan Westerman
      • ...more
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