Custom Plan 1 - ePayPolicy
The Custom Plan from ePayPolicy offers features like recurring automatic payments and prefilled payment pages for client convenience, while also promoting upgraded subscription plans such as Integrated Page and Custom API Integration that provide seamless payment processing, automated invoice syncing, and AutoPay options, with a three-month free trial available for interested clients.
Custom Plan
Looks like you’re currently on our custom payment page plan!
These features can make a big difference:
Recurring Payments
Expand convenience for clients by allowing them to set up recurring automatic payments on a scheduled basis. This is great for clients making installment payments.
Prefill Payment Page
Send a prefilled payment page to your clients from your dashboard! Simply fill in their name, email, and the amount to be paid. The client will receive a link to a filled out page where they’ll just need to input their payment information.
Have you taken a look at our other subscription plans?
Integrated Page
- Integrate payment processing into your management system
- Automatically sync ABI invoices from your management system
- Eliminate duplicate data entry for your accounting team
- Send automated email reminders for due invoices
- Allow clients to turn on AutoPay for due invoices
- Create a seamless user experience
Custom API Integration
- Integrate payments into your own management system
- Allow payers to view and pay their open invoices in real time
- Create a seamless reconciliation experience
- Allow clients to automatically pay invoices when due with AutoPay
Interested in Upgrading?
We’re offering our clients the opportunity to try one of these plans at no extra cost for three whole months!
Related
ePayPolicy vs. IPFS - ePayPolicy
ePayPolicy offers a secure, customizable online payment platform with branded payment pages, a comprehensive dashboard for managing multiple payment types, integrations with popular AMS and CRM systems, and a free 60-day trial, serving over 6,500 insurance organizations to speed up receivables and policy binding, while emphasizing it is not affiliated with IPFS.
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.
IIAMT - ePayPolicy
The Independent Insurance Agents & Managers of Texas (IIAMT) has endorsed ePayPolicy as their preferred payment processor for members, highlighting its ease of setup, client usability, and features such as tracking and reconciliation, branding customization, and faster receivables.
Enterprise - ePayPolicy
ePayPolicy is an enterprise payment platform tailored for the insurance industry that streamlines and secures payment collection and disbursement for carriers, MGAs, PFCs, brokers, and agencies through features like flexible fee options, API integrations, premium financing, automated check payments, and a verified insurance network, all designed to improve cash flow, reduce administrative tasks, and eliminate check fraud.
Comparing ePayPolicy vs. Insurance Payments Platforms
The article compares ePayPolicy and other insurance payment platforms by highlighting the insurance industry's shift away from inefficient and risky paper checks toward digital payment solutions that improve customer experience, streamline reconciliation, provide real-time cash flow data, and integrate with existing technology, emphasizing ePayPolicy's popularity among MGAs, agencies, carriers, and PFCs based on user reviews and operational fit.
Essentials Plan 1 - ePayPolicy
The Essentials Plan from ePayPolicy offers features like recurring payments, industry-wide payables for commissions and refunds, and prefilled payment pages, while higher-tier plans provide integrated payment processing, automated invoice syncing, and custom API integrations to streamline accounting and enable AutoPay, with a three-month free trial available for upgrades.