Clover POS · Professional services
A Clover setup built around how a insurance agency actually sells: the rush, the menu, the payments and the people who run it.
✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.
At Merchant Fund Express, we set up Clover for insurance agencies: the right devices, the features that matter in your workflow and on-site training for your staff.
Walk-ins peak at month-end and around renewal dates, when clients come in to pay a premium or ask about a policy. Most of the day is phone and email.
Agency fees, service fees and payments clients make in person. Premium payments that go to carriers may follow carrier rules, so the agency should confirm what it can collect directly.
Card payments at the counter, payments over the phone and invoices sent by email.
Agents and a customer-service representative. Logins show who took each payment.
A Mini at the front desk handles walk-ins and phone payments. A Flex Pocket covers home visits or events.
The core device is the Clover Mini.
Mixing agency fees and money owed to carriers in one item causes reconciliation problems. Keep each type separate.
Our team ships hardware configured, then comes on site to place it, connect it, build your items and train your staff. We stay on the line through your first service.
Merchant Fund Express is the team behind your terminal: we install on site, train your staff and answer the phone after launch. When you want funding or equipment financing, it is available from the same company.
Yes. Payments can be keyed in for phone customers, and receipts are sent by email.
Yes. Invoices can be emailed and paid online, separate from in-person payments.
The Merchant Fund Express team installs on site, configures your items and trains your staff, then stays available by phone after launch.
Tell us the term and the equipment arrangement. We will explain what switching would involve and tell you honestly if waiting makes more sense.
There is no price list on purpose. Your quote is built from your monthly card sales, your average ticket and the devices you need, so call (305) 384-8391 and we will price your actual setup.
Call Merchant Fund Express. We install it, train your staff and stay on the line after launch. Ask for a free rate review while you are at it.
