Client paid the wrong agency - ePayPolicy
ePayPolicy emphasizes secure financial transactions by allowing registered users to transfer funds to any company with an ePayPolicy account via the dashboard's Payables feature, with support available through their Help Center, live chat, or customer service during business hours.
At ePayPolicy, security and control over your financial transactions are prioritized.
Registered users on your ePayPolicy account can send funds through the dashboard. This allows you to transfer funds to any company with an ePayPolicy account that accepts payables, giving you control over your financial operations.
For instructions on how to send funds through Payables in the dashboard, refer to the relevant article in the Help Center.
If you have further questions or need direct assistance, you can contact the support team during business hours (Monday through Friday, 8AM-5PM CST) via the "Let's Chat" feature on the website or by calling Customer Support at 844-372-9300.
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How to add and set permissions for users in ePayPolicy - ePayPolicy
The article details how to add users and assign specific permissions—such as managing accounts, co-signing payables, voiding transactions, and accessing features like CheckMate and Payables Connect—within the ePayPolicy Dashboard by logging in, navigating to the Accounts and Users tabs, entering the user's email, adding them, and editing their permissions accordingly.
Terms and Conditions - ePayPolicy
The ePayPolicy Terms of Service, effective June 3, 2026, establish a binding contract between ePayPolicy and its Customers for use of its integrated payment platform and services, include mandatory individual arbitration for disputes waiving class actions and jury trials, incorporate the Privacy and Acceptable Use Policies, and outline that additional services or promotional offers may be subject to separate terms requiring further agreement.
Essential Plan - ePayPolicy
The ePayPolicy Essentials Plan, priced at $25 per month with no contract and unlimited users, offers insurance agencies a secure, customizable, mobile-friendly payment page branded to their company, a real-time online dashboard for tracking and reconciling unlimited ACH and major credit card transactions, and features like custom fields and e-receipts, all endorsed by over forty state insurance associations.
Why Do Agents Choose ePayPolicy over Input 1?
ePayPolicy is chosen by nearly 5,000 independent insurance agents over Input 1 because it offers an insurance-centric, mobile-friendly payment platform with company-branded pages, real-time dashboards, seamless integration with 16 popular management systems, no setup fees or contracts, live US-based customer support, and endorsements from over 70 industry organizations, enabling faster policy binding and streamlined receivables.
ePayPolicy’s Year in Review: More Than Just Payments - ePayPolicy
In 2023, ePayPolicy significantly expanded beyond digital payment solutions by launching a suite of products—CheckMate, Payables Connect, and Finance Connect—and integrating over 30 technologies to automate workflows, enhance security, and streamline processes for insurance companies facing industry challenges, ultimately enabling clients to save time and focus on growth and retention.
Strategic Insurance Software’s Partner Connect Portal Integration - ePayPolicy
ePayPolicy has integrated with Strategic Insurance Software’s Partner Connect Client Portal to offer a branded, PCI Level 1 secure payment page enabling clients to make electronic credit card and ACH payments with live customer support, batch deposits, e-receipts, a reporting dashboard, and low-cost payables management, all accessible through a simple three-step activation process with no startup costs or contracts.