Essentials Plan 1 - ePayPolicy
The Essentials Plan from ePayPolicy offers features like recurring payments, industry-wide payables for commissions and refunds, and prefilled payment pages, while higher-tier plans provide integrated payment processing, automated invoice syncing, and custom API integrations to streamline accounting and enable AutoPay, with a three-month free trial available for upgrades.
Essentials Plan
Looks like you’re currently on our Essentials 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.
Payables
Did you know that you can send funds across the industry with ePayPolicy? Receive or send commissions, refunds, and premiums from partners directly from your dashboard.
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
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
Request a Demo – Flash Sale
ePayPolicy offers two subscription plans—Essentials at $20/month with customizable payment pages, real-time dashboards, major credit card and ACH acceptance, recurring payments, and payables features, and Integrated at $50/month which adds auto-syncing invoices to AMS, automated invoice notifications, AutoPay, and elimination of manual data entry—endorsed by numerous insurance associations and trusted by over 5,000 insurance customers to streamline and automate insurance payment collections through a branded dashboard.
Why Do Agents Choose ePayPolicy over Xpress Pay?
ePayPolicy is preferred by nearly 5,000 insurance agents over Xpress Pay due to its insurance-focused design, extensive industry endorsements, seamless integration with 16 popular management systems, customizable branded payment pages, mobile-friendly interface, real-time payment dashboard, simple no-contract setup, and dedicated US-based customer support.
Selecting the Best Payment Processing Integration for Your Management System
The article emphasizes selecting a digital payment processor that seamlessly integrates with your agency management system—such as ePayPolicy, which specializes in insurance sector integrations with platforms like AMS360 and Applied CSR24—to simplify bill payments, reduce errors, improve cash flow, and enhance user experience through easy deployment and user-friendly interfaces tailored to independent agents.
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.
Digitize Payments to Increase Customer Satisfaction…and More
The article emphasizes the growing preference for digital payments across industries, highlighting that digitizing payments—especially in traditionally slow-to-adopt sectors like insurance—significantly boosts customer satisfaction (97%), reduces collection times, increases operational efficiency, cuts costs, and provides a competitive edge, while advising businesses to carefully research and select integrated payment systems that streamline processes and meet evolving customer and operational needs.
ePayPolicy Helps Boutique Agency LEGISequine Boost AR
Burbank-based boutique agency LEGISequine, specializing in high-end equine insurance for about 2,000 nationwide clients, significantly improved its accounts receivable management by switching to ePayPolicy in August 2020, benefiting from seamless integration with their Vertafore AMS360 system, multiple convenient payment options for their mobile clientele, automated payment reminders that reduced aging receivables by 75%, and exceptional customer service tailored to their niche needs.