ePayPolicy

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.

Enterprise Accounting for Insurance

Powerful Payment Tools for Carriers, MGAs, PFCs, Brokers and Agencies

ePayPolicy is designed to streamline payment collection and sending within the insurance industry.

  • Healthy Cash Flow: Get paid faster and more consistently with digital payments.
  • Cost Savings: Control your fee strategy and automate tedious accounting tasks.
  • Secure Your Business: Eliminate check fraud with a fully compliant platform.

Are Slow Payments Slowing You Down?

For many insurance companies, payments can be a significant pain point. ePayPolicy was founded to address the frustration of inefficient insurance payments, with the belief that getting paid should be the easiest part of your business.

So Much More Than a Payment Processor

Why ePayPolicy?

Over 10,000 customers benefit from:

  • Flexible Fee Options
  • API Integrations
  • Dedicated Support
  • Security Compliance

Integrations

Time-saving API Integrations

ePayPolicy integrates with popular management systems and offers custom API solutions, including:

  • Auto Sync Invoices
  • Invoice Notifications
  • Batch Payables
  • AutoPay

Finance Connect

Premium Financing, Made Simpler

Combine integrated online payments with financing at checkout to improve conversion rates and reduce administrative back-and-forth.

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

Network Payables

Insurance Payables Have Met Their Match

Easily send payments across a verified insurance network.

  • Commission payments & reconciliation
  • Vendor payments
  • Single or bulk payment options

CheckMate®

Automate Check Payments

CheckMate streamlines paper payments with rapid check routing and reconciliation, all managed through your ePayPolicy dashboard.

  • Daily batching and processing
  • Faster, consolidated collection
  • One dashboard for all payments
  • No contracts, no additional monthly fees

Built for Every Accounting Team

MGAs and Brokers

Collect and send funds across the insurance industry from a single payments hub.

PFCs

Easily collect digital payments from insureds and pass them along to broker and MGA partners.

Insurance Carriers

Scalable, integrated payment collection and automation, purpose-built to support carriers.

Success Stories

Reviews & Testimonials

  • "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
  • "ePayPolicy is by far the best e-payment solution out there for insurance agents! Highly recommend." — Bradley Flowers, Portal Insurance, Insurance Guys Podcast
  • "User friendly, customizable, looks professional and has saved us money over other merchant service providers!" — Livio Gasparini, Safeguard Insurance
  • "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

Thousands of the largest insurance businesses in the world trust ePayPolicy with their payments every day.