Education Center
The Education Center provides comprehensive resources including a Help Center, integration details, client toolkits with digital marketing materials, video tutorials, FAQs, and blog insights to assist users in onboarding, using, and maximizing ePayPolicy's insurance payment processing platform.
Education Center
Our Education Center can help guide you through integrations, client onboarding, and much more.
Help Center
Quick links to product and feature documentation, and ways to find real-time help.
Integrations
Links and details regarding our pre-built and custom integrations.
Client Toolkit
Tools to help make ePayPolicy easy to use for new and existing insureds.
Video Tutorial
Videos, quick tips, and feature recaps to help you get started with ePayPolicy.
Explore the toolkit
This digital package will help your insureds make the easy switch to online payments.
- Email and announcement templates
- Custom flyers
- Social posts
- PayNow buttons
- Email signature badges
Frequently asked questions (and helpful answers)
After many years in the industry, we hear a lot of valid questions. Here’s some of the most common questions and answers.
The endless benefits of ePayPolicy
ePayPolicy is the fastest growing payments processor in the insurance industry. Want to see why more of your peers have joined us?
The ePayPolicy Blog
Explore industry news and insights, client success stories, and other tips to help make payments the easiest part of what you do.
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.
Insurance Payments for MGAs
The content promotes an automated, secure, and PCI-compliant digital payment platform tailored for MGAs, MGUs, and brokers that streamlines receivables and payables, accelerates cash flow, reduces accounting burdens, consolidates check and online payments, prevents fraud, and supports scalable commission disbursements to thousands of insurance companies.
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.
Time is Money: The High Cost of Slow Payment Solution Implementation
The article examines the prolonged 6-12+ month implementation timelines of insurance payment systems, detailing how these delays incur significant financial costs, hinder ROI, and impact customer and agent satisfaction, while offering best practices such as leveraging robust APIs, automating workflows, and choosing efficient partners to accelerate integration, optimize operations, and build scalable, future-proof payment solutions that provide a competitive advantage.
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.
Demo Booking Confirmation
The demo booking confirmation expresses excitement for the upcoming meeting to showcase how ePayPolicy simplifies payments by offering faster online ACH and credit card payments, consolidated transaction visibility, CRM integration for time savings, secure compliance management, and customizable API connections with common industry management systems.