Getting Started with Finance Connect - ePayPolicy
Finance Connect by ePayPolicy enables insurance organizations to integrate their existing Premium Finance Company partners into their payment pages, allowing insureds to seamlessly choose premium financing, digitally sign agreements, and opt into AutoPay, thereby streamlining the payment process, accelerating funding, and providing enhanced transaction visibility within the ePayPolicy dashboard.
ePayPolicy Help Center
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 up your binding process.
Key Benefits:
- Integrated Checkout: Insureds can choose to finance their premium right from your payment page.
- Paperless Agreements: Generate and e-sign Premium Finance Agreements (PFAs) instantly.
- Faster Funding: Reduce back-and-forth communication and get paid sooner.
- Increased Visibility: Track all financing transactions and details directly within your ePayPolicy dashboard.
How It Works
- 1.Selection: When an insured visits your payment page, they are presented with the option to pay in full (via ACH or Credit Card) or to finance their premium.
- 2.Terms & Enrollment: If they select financing, the system displays upfront terms and payment schedules from your connected PFC.
- 3.Digital Execution: The insured securely views and e-signs the Premium Finance Agreement (PFA) digitally.
- 4.AutoPay: Insureds can opt into AutoPay during the process to ensure they never miss a future installment.
How to Enable Finance Connect
To start offering premium financing at checkout:
- 1.Contact Support: Email us at [email protected] or call 844-372-9300.
- 2.Partner Setup: Provide our team with the name of your Premium Finance Company partner. We will handle the digital handshake to link their terms to your payment page.
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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.
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