Finance Connect - ePayPolicy
Finance Connect by ePayPolicy is an integrated solution enabling insurance organizations to offer premium financing directly at payment, connecting existing Premium Finance Company partners to ePayPolicy payment pages for a seamless, paperless insured experience, with features like creating invoices linked to policies and real-time tracking to streamline billing and checkout processes.
ePayPolicy Help Center
Getting Started with Finance Connect Finance Connect is an integrated solution that allows insurance organizations (Agencies, MGAs, and Carriers) to offer premium financing directly at the point of payment. By connecting your existing Premium Finance Company (PFC) partners to your ePayPolicy payment page, you provide a seamless, paperless experience for your insureds while speeding u...
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Last updated: January 26th, 2026 by Kay Depper
Quotes and Invoices: Creating the Invoice with Finance Connect The Quotes and Invoices feature allows you to streamline your billing process by creating professional payment requests and tracking them in real-time. To make the checkout experience even more powerful, we’ve integrated Finance Connect . This feature allows you to offer premium financing through your existing partners directly at the point of pay...
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Last updated: January 26th, 2026 by Kay Depper
Quotes and Invoices: Link Policies The Add Policy feature allows you to link multiple invoices directly to a specific policy. This ensures that all related financial documents are displayed together on the Payment Page. By grouping these items, you provide a cohesive experience for your payers and streamline the collection process. Why use the "Add Policy" feature? Linking invoices o...
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Last updated: January 26th, 2026 by Kay Depper
Contact Us
If you still have questions or prefer to get help directly from an agent, our team can be reached during normal business hours, Monday through Friday 8AM-5PM CST, via the "Let's Chat" feature on the bottom right corner of our website.
If you would prefer to speak to someone via a phone call, during normal business hours, contact our Customer Support team at 844-372-9300.