Agencies - ePayPolicy
ePayPolicy offers insurance agencies a fast, secure, and customizable digital payment platform that enables ACH and credit card payments to speed up policy binding, reduce administrative tasks, prevent check fraud, and enhance customer satisfaction with PCI Level 1 compliance, easy setup within 24 hours, no contracts, and integration with popular management systems.
Get Paid Faster with the New Standard for Insurance Payments
Give customers payment flexibility while making payments the easiest thing you do. Start with a customizable payment page, branded to your agency.
- Fast and easy set up: Accept digital payments in as little as 24 hours
- Risk-free, no contracts: Free for 60 days, cancel anytime
- PCI compliant: PCI Level 1 Security
3 Key Benefits
Faster, More Efficient, and Convenient
Bind Policies Faster
Accept online payments via ACH and credit card, significantly speeding up receivables compared to traditional checks.
Get More Efficient
Automate payment acceptance and reduce the administrative burden related to check processing, manual data entry, and reconciliation. Save your team time and overhead costs.
Delight Your Customers
Boost customer satisfaction and retention with a streamlined, straightforward checkout process, all branded to your business.
Report: Check Fraud is on the Rise
When we say simple, we mean simple
100% Digital, Connected and Secure
Get Started Fast
Fast and easy setup means you can start accepting payments in as few as 24 hours. Risk-free, no contracts, and free for the first 2 months.
Secure & Compliant Payments
Your payment page is PCI Level 1 secure and fully compliant in all 50 states. You and your customers are fully protected, and if there’s ever a question, the U.S.-based support team is ready to help.
Works With Your Management System
Your dashboard displays all incoming payments, with daily batches and net funding. It’s integrated with the most popular management systems, so no more time-consuming data entry.
We’re on a Mission to Help You Get Paid Faster
Success Stories
Reviews & Testimonials
Hear what other insurance professionals think:
- "Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it!" — Stan Jones, Dexter Insurance
- "ePayPolicy is by far the best e-payment solution out there for insurance businesses! Highly recommend." — Bradley Flowers, Portal Insurance, Insurance Guys Podcast
- "User friendly, customizable, looks professional and has saved us money over other merchant service providers!" — Livio Gasparini, Safeguard Insurance
- "We love that we don’t have to mess with collecting the fee and extra work in our escrow account. I highly recommend using them! Also nice that we don’t have to wait for a check, and can bind faster." — Hannah Callihan, North Central Insurance
An Industry’s Worth of Endorsements
ePayPolicy is endorsed by dozens of Independent Insurance Agents and Brokers of America State Associations.
Agencies FAQs
Here are some common questions we get from agencies and brokers.
Do I Need to Sign a Contract?
No, with ePayPolicy, there is no contract, no signup fee, and you can cancel at any time.
What’s the Funding Timeline?
Credit card, debit card, and ACH payments will typically take about 2 business days to settle to your bank account.
What Credit Cards Do You Accept?
We accept all 4 major credit cards: Visa, Mastercard, American Express, and Discover.
How Do I Track Transactions?
Your dashboard tracks all transactions in real time, complete with e-receipts for each transaction.
Related
Client Toolkit
The Client Toolkit provides comprehensive resources—including customizable email templates, internal announcements, branded flyers, social media posts, email signature badges, PayNow buttons, 24/7 support, a help center, and video tutorials—to help teams promote and increase utilization of digital payments through ePayPolicy.
Agencies - ePayPolicy
ePayPolicy offers insurance agencies a fast, secure, and customizable digital payment platform that enables ACH and credit card payments to accelerate policy binding, reduce administrative tasks, enhance customer satisfaction, and integrate seamlessly with management systems, all with PCI Level 1 compliance, risk-free setup in as little as 24 hours, and no contracts.
Automation Nation - ePayPolicy
The article from ePayPolicy discusses the ongoing debate around automation, highlighting its benefits such as reducing human error and increasing efficiency, while addressing concerns about job displacement and AI's current limitations, and emphasizes the company's efforts to demystify AI and automation in the traditionally human-centric insurance industry by showcasing everyday examples like autocorrect.
ePayPolicy Named Preferred Payment Vendor by Kansas Association of Insurance Agents
ePayPolicy has been named the preferred electronic payment processor by the Kansas Association of Insurance Agents (KAIA), enabling its 500+ independent insurance agency members to accept online credit card and ACH payments with transaction fees passed to payers, marking the 26th state insurance association endorsement for ePayPolicy and supporting KAIA's vision to provide efficient, tech-enabled payment solutions integrated with leading agency management systems.
MIIAB Endorses ePayPolicy as Preferred Payment Processor
The Minnesota Independent Insurance Agents & Brokers Association (MIIAB) has endorsed ePayPolicy as its preferred payment processor, highlighting its cost-effective, user-friendly platform for online insurance payments via ACH or credit card, with features including tracking and reconciliation, branding customization, and faster receivables.
How Digital Insurance Payments Can Optimize Your Business
The article explains that integrating digital payment processing in insurance businesses enhances customer experience by offering convenient, secure payment options, reduces manual labor and accounting errors through automation, and helps companies stay competitive by meeting modern consumer expectations, especially among younger clients.