Essential Plan - ePayPolicy
The ePayPolicy Essentials Plan, priced at $25 per month with no contract and unlimited users, offers insurance agencies a secure, customizable, mobile-friendly payment page branded to their company, a real-time online dashboard for tracking and reconciling unlimited ACH and major credit card transactions, and features like custom fields and e-receipts, all endorsed by over forty state insurance associations.
Essentials Plan
$25 per month. No contract. Unlimited users.
Everything your agency needs to delight your customers without the expected headache of payment collection.
The Essentials Plan gives you a secure, mobile-friendly payment page branded to your agency. You can link it to your website, emails, invoices – anywhere you like. The plan also includes a dashboard that serves as a transactions hub, providing a birds-eye view to keep you on top of payments.
Included Features
- Company-branded payment page
- Online dashboard for tracking and reconciling funds
- Custom fields, pop-ups, disclaimers, and attachments
- Unlimited users
- Unlimited transactions
- ACH and all major credit cards accepted
Endorsed by dozens of industry associations
Forty (and counting) Independent Insurance Agents and Brokers of America State Associations trust ePayPolicy as their preferred payments platform for their members.
The Essentials Plan FAQ
Here are some common questions about the Essentials Plan.
How do I know when a payment has been made?
The moment a payment is made, an e-receipt is sent to all parties (the payer and anyone in your organization that subscribes to the e-receipts). The payment is also reflected in the dashboard in real time.
How do I add PayNow buttons to my website or email signature?
You can find the PayNow buttons and the email signature buttons on the Client Toolkit page. Just pick the button you like best and send that with a link to your web designer. If you need further assistance, ePayPolicy is happy to help.
To add an email signature button, hyperlink the button of your choice in your email signature setup. See instructions here for Gmail or Outlook.
How do I track my transactions?
Once you sign up there will be an email sent to you with a link to your online dashboard. From your dashboard you can track all transactions, export them, change user permissions, and check statuses of all transactions. In addition, you and your team will receive an e-receipt for each transaction. You can subscribe and unsubscribe from these notifications per user.
What is the funding timeline for processed transactions?
Credit card, debit card, and ACH payments will typically take about 2 business days to settle to your bank account.
Which plan is the right fit for your business?
View Plans
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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.