ePayPolicy

Demo + Starbucks Gift Card

ePayPolicy offers a secure, branded online payment platform with mobile-friendly credit card and ACH options, integrated AMS, real-time dashboard visibility, automated check processing via CheckMate, and simplified premium financing through Finance Connect, all designed to streamline insurance payments and improve client conversion, with users praising its ease and efficiency, plus a $15 Starbucks gift card incentive for a 15-minute demo.

Have some coffee on us....

Take 15 minutes to learn about ePayPolicy and earn a $15 Starbucks gift card on us!

Easy, Secure Online Payments

Your customers are looking for online options for credit card and ACH payments. This is where most of our clients get started.

Our Custom Payment Page is branded to your business, linked to your unique URL, and backed by PCI Level 1 Security. Accept payments within 24 hours of account setup.

  • Mobile friendly
  • Integrated with your AMS
  • Pass fees to insureds, or absorb them

Real-Time Visibility

The dashboard ties it all together – a hub for all your payments, purpose-built with direct feedback from accounting teams with decades of industry experience.

But for most companies, solving for online payments is just part of the solution. There’s more to ePay.

CheckMate, checks.

Digital payment adoption is growing, but checks payments persist, especially with larger customers. We created CheckMate to help handle the burden, and consolidate all your payments under one platform.

  • Automate check payments for faster acceptance.
  • Integrated, daily check reconciliation.
  • Simple, flat fee pricing backed by industry expert support.

Premium Financing, Made Simpler

Finance Connect combines the ease of integrated online payments with financing at checkout to help improve conversion rates and eliminate extra back-and-forth.

  • Connected to your PFC partners
  • Securely view and e-sign PFAs
  • AutoPay and payment reminders

Making your day easier makes our day.

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

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

It's helped us sell more policies since we're able to take payment right away instead of waiting for the check to arrive. Set-up was a breeze. No complaints here.

— Rachel Vela, Vela Insurance Agency

User friendly, customizable, looks professional and has saved us money over other merchant service providers!

— Livio Gasparini, Safeguard Insurance