General FAQ - ePayPolicy
ePayPolicy's FAQ explains that users can pass transaction fees to customers via a compliant payment page that auto-calculates fees, outlines secure PCI Level 1 compliant transactions, details payment reversal methods (voids and refunds), describes account activation timelines, offers a referral program granting $50 subscription credits to both referrer and referee, and emphasizes security measures preventing unauthorized fund transfers when clients pay the wrong agency.
Frequently Asked Questions
Can I pass the transaction fee on to my customers?
Absolutely! With ePayPolicy, you can seamlessly pass along credit card and/or ACH fees to your customers using our user-friendly payment page, which is fully compliant with regulations in all 50 states. Your ePayPolicy payment page will auto-calculate transaction fees based on the payment amount and payment type. Payers will see the fee before submitting payment.
Void or Refund a Payment
For clients operating within the ePayPolicy ecosystem, understanding how to efficiently reverse payments is crucial. There are two methods for reversing payments: Voids and Refunds. If you are a payer seeking to reverse a payment, please use the contact information conveniently located at the bottom of the e-receipt you received.
Are these transactions secure?
ePayPolicy is PCI Level 1 compliant, which is the highest level of compliance from the Payment Card Industry. The company undergoes an annual audit of systems and processes to ensure the security of you and your customers’ information at all times.
Activating your account
After submitting your application and once all required documentation is received, your account will be activated within 72 hours. If additional information is requested, the activation timeline may be extended to 5-7 business days; your sales representative will communicate any additional needs. Once activated, you’ll receive an activation email.
ePayPolicy Referral Program
As an ePayPolicy customer, when you refer a company to ePayPolicy, both you and the referred company will receive $50 in subscription credit. To participate:
- In the dashboard, go to Profile > Referral Link
- Click 'Referral Link' and a new browser tab will appear
- Copy and share the URL in the new tab with your referral
Client paid the wrong agency
ePayPolicy prioritizes security and control over your financial transactions. Team members are unable to initiate fund transfers from your bank account directly, but registered users on your ePayPolicy account can send funds through the dashboard. This feature enables you to transfer funds as needed.
Updating the phone number and email address for the e-receipt
To update your public-facing phone number and email address that appear on e-receipts:
- Inside the dashboard, go to the Account menu
- Edit these items using the edit icons
Send funds using ePayPolicy's Payables Service
ePayPolicy's Payables service allows you to send funds to any agency, broker, MGA, or premium finance company across the industry for less than the cost of a stamp. The system typically requires a separate co-signer to approve each payable payment. If you need assistance, contact support.
Add a logo to your payment page
To add a logo to your payment page and e-receipts:
- Login to the dashboard at app.epaypolicy.com
- Click Account > Logo
- Choose your logo file
- Click Upload
- Edit the logo dimensions and click "Submit"
What Types of Payments are Accepted on ePayPolicy’s Payment Pages?
ePayPolicy accommodates a range of payment methods, including ACH, debit cards, and all major credit cards. Detailed information about each payment option is available to ensure you can meet your clients' needs.
Canceling your ePayPolicy Service
To cancel your ePayPolicy service, an Account Administrator should email support@epaypolicy.com. The team is available Monday through Friday, 8AM-5PM CST.
How to update or change your banking information for your ePayPolicy account
All banking information updates are handled directly by the Support team for security and accuracy. For some accounts, the person requesting the change must have ‘Manage account and users’ permission in the ePayPolicy dashboard.
Send funds using ePayPolicy's Network Payables Service
ePayPolicy's Network Payables service allows you to send funds to multiple payees. For security, a separate co-signer is required to approve payable payments. The process to initiate and co-sign payable payments is outlined in the dashboard.
Contact Us
If you still have questions or prefer to get help directly from an agent, the 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 the website.
If you would prefer to speak to someone via a phone call during normal business hours, contact the Customer Support team at 844-372-9300.
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