Custom Plan - ePayPolicy
The ePayPolicy Custom Plan offers features like recurring automatic payments and prefilled payment pages for client convenience, while also promoting upgraded subscription plans—Integrated Page and Custom API Integration—that provide advanced payment processing integration, automated invoice syncing and reminders, AutoPay options, and seamless reconciliation, with a limited-time 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
Should Insurers Integrate Payment Systems?
Integrating insurance payment systems with agency management and accounting software automates data syncing, streamlines payment processing, reduces errors, saves time, and enhances operational efficiency—especially beneficial for agencies processing 10 or more payments monthly.
Payment Page & Dashboard Features - ePayPolicy
ePayPolicy offers a customizable, PCI Level 1 compliant payment page with your branding and features like recurring payments, attachments, and disclaimers, paired with a real-time dashboard providing detailed transaction data, all set up quickly with no contracts and a free 60-day trial to streamline and enhance online payment processing for insurance businesses.
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.
ePayPolicy: Preferred Digital Payment Processor for Michigan Association of Insurance Agents
The Michigan Association of Insurance Agents has endorsed ePayPolicy as its preferred digital payment processor, highlighting its user-friendly platform that enables members to efficiently collect, track, and reconcile insurance payments with customizable, branded payment pages and faster receivables.
IIAMT Endorses ePayPolicy as Preferred Payment Processor
The Insurance Agents Association of Montana (IIAMT) has endorsed ePayPolicy as their preferred payment processor, highlighting its easy setup, user-friendly interface, customizable branded payment pages, efficient payment tracking and reconciliation tools, and ability to accelerate receivables, as praised by E&O Program Manager Natalia Rogers.
Sagitta Digital Payment Integration
The Sagitta Digital Payment Integration by ePayPolicy, powered by Vertafore, offers a secure, PCI level 1 compliant, and fully customizable electronic payment solution that streamlines accounting by automatically reconciling credit card, ACH, and check payments into Sagitta, supports real-time invoicing, automated invoice notifications, autopay setup, and integrates with AgencyOne for centralized payment activity management.