Getting Started FAQ - ePayPolicy
ePayPolicy is a no-contract, insurance-specific payment processing platform for independent insurance agencies, MGAs, premium finance companies, and carriers in the US and Canada, requiring basic account info to get started, but it does not support sole proprietorships or non-insurance businesses, and users should verify state regulations regarding trust and operational account usage.
FAQ: Getting Started
What is required to get started?
Besides 5 minutes not much. Have your basic account information ready, including which bank accounts you would like your funds deposited. If ready click here to get signed up!
My Agency is a Sole Proprietorship, can I use ePayPolicy?
No, currently ePayPolicy does not work with agencies that are a sole proprietorship.
Can I use my payment page for my other business outside of insurance?
Unfortunately, no. ePayPolicy’s payment processing platform is specifically designed and set up for insurance-related payments.
Who can use ePayPolicy?
Independent Insurance Agencies, MGA/Wholesalers, Premium Finance Companies, and Insurance Carriers in the United States and Canada.
Do I need to sign a contract?
No, with ePayPolicy there is no contract, no signup fee, and you can cancel at any time.
Can I use the same account number for my trust and operational accounts?
That depends on your state’s requirements. We recommended checking with your state’s Trusted Choice / BIG I Partner for the most up-to-date regulatory information to ensure your agency stays in compliance.
More questions about ePayPolicy?
Because we serve different company types in insurance, we field a wide range of questions. We’ve collected answers to the most common questions we receive.
Related
Big I NJ Names ePayPolicy Partner for Payment Processing - ePayPolicy
Big I New Jersey has partnered with ePayPolicy as their preferred digital payment processing provider, enabling over 432 member offices and 4,000 users to accept online credit card and ACH payments, streamline operations, and accelerate policy binding, marking New Jersey as the 28th state association of the Big I to endorse ePayPolicy’s insurance-specific platform.
Agencies - ePayPolicy
ePayPolicy offers insurance agencies a fast, secure, and customizable digital payment platform that enables ACH and credit card payments to speed up policy binding, reduce administrative tasks, prevent check fraud, and enhance customer satisfaction with PCI Level 1 compliance, easy setup within 24 hours, no contracts, and integration with popular management systems.
Agencies - ePayPolicy
ePayPolicy offers insurance agencies a fast, secure, and customizable digital payment platform that enables ACH and credit card payments to accelerate policy binding, reduce administrative tasks, enhance customer satisfaction, and integrate seamlessly with management systems, all with PCI Level 1 compliance, risk-free setup in as little as 24 hours, and no contracts.
Why Do Agents Choose ePayPolicy over Input 1?
ePayPolicy is chosen by nearly 5,000 independent insurance agents over Input 1 because it offers an insurance-centric, mobile-friendly payment platform with company-branded pages, real-time dashboards, seamless integration with 16 popular management systems, no setup fees or contracts, live US-based customer support, and endorsements from over 70 industry organizations, enabling faster policy binding and streamlined receivables.
Why Agents Choose ePayPolicy over Simply Easier
ePayPolicy is a payment processing platform specifically designed for the insurance industry, trusted by nearly 5,000 agents and endorsed by over 70 industry organizations, offering features like company-branded, mobile-friendly payment pages, integration with 16 popular management systems, a real-time dashboard, no setup fees or contracts, and dedicated US-based customer support to streamline payment collection and policy binding.
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.