Automated Payment Processing for Client Transactions:

When a client makes a payment through Square, AgencyBloc automatically updates the client's payment status and records the transaction details. This ensures accurate financial records and reduces manual data entry, improving efficiency and accuracy in billing processes.

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Client Enrollment and Billing Synchronization:

When a new client is added in AgencyBloc, their billing information is automatically synced with Square. This integration ensures that all client billing details are up-to-date and accurate, facilitating seamless invoicing and payment processes without manual intervention.

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Renewal Reminders and Payment Follow-Ups:

When a policy renewal date approaches in AgencyBloc, automated reminders are sent to clients through Square's payment system. Follow-up tasks are created to ensure timely payment and renewal completion, enhancing client retention and reducing lapses in coverage.