Essentials Plan - ePayPolicy
The Essentials Plan from ePayPolicy offers features like recurring payments, industry-wide payables for commissions and refunds, and prefilled payment pages for clients, while also promoting upgraded subscription plans with integrated payment processing, automated invoice syncing, and custom API integration, available for a free three-month trial.
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
Should Insurers Integrate Payment Systems?
Integrating insurance payment systems with agency management and accounting software automates data syncing, streamlines payment processing, reduces errors, saves time, and enhances operational efficiency—especially beneficial for agencies processing 10 or more payments monthly.
AutoPay and Recurring Payments: Key Differences and Benefits
ePayPolicy offers two convenient payment features: Recurring Payments, which allow payers to manually set and control scheduled payments via a Custom Payment Page subscription, and AutoPay, integrated with management systems to automatically pay invoices upon posting, ensuring seamless, automatic transactions for both payers and agencies.
Payment Page Features - ePayPolicy
ePayPolicy offers a fast, PCI-compliant online payment solution tailored for insurance businesses, featuring a customizable mobile-friendly payment page, seamless integrations with management systems, premium financing options via Finance Connect, automated check processing through CheckMate®, and a Network Payables tool for streamlined fund transfers, all accessible through a comprehensive dashboard and supported by positive user testimonials.
Custom Plan - ePayPolicy
The ePayPolicy Custom Plan offers features like recurring automatic payments and prefilled payment pages for client convenience, while also promoting upgraded subscription plans—Integrated Page and Custom API Integration—that provide advanced payment processing integration, automated invoice syncing and reminders, AutoPay options, and seamless reconciliation, with a limited-time three-month free trial available for interested clients.
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.
Higginbotham Insurance Makes The Switch To Digital Payments - ePayPolicy
Higginbotham Insurance, led by Controller Tony Haas, transitioned to ePayPolicy's digital payment platform to offer clients convenient ACH and credit card payment options integrated with their Sagitta management system, resulting in faster policy binding, immediate payment notifications, and a two-day reduction in reconciliation time, thereby streamlining their overall payment and administrative processes.