Integrated Plan - ePayPolicy
The ePayPolicy Integrated Plan, priced at $50 per month with no contract and unlimited users, offers an automated payment solution featuring API connections to core business software, real-time invoice and payment syncing, branded payment pages, AutoPay, batch payables, and invoice notifications, endorsed by numerous insurance associations and supported by a quick 1–2 day integration setup process.
Integrated Plan
$50 per month. No contract. Unlimited users.
To faster payments and beyond! Designed for streamlined connection with your management system, the Integrated Plan allows you to automate accounting processes, reduce double work, and save hours of time.
Everything in the Essentials Plan, plus API connections to the core software that drives your business.
Included Features
- Company branded payment page and dashboard
- Accept ACH and credit card payments
- Auto-sync invoices to your payment page in real time
- Auto-sync payments to management system
- AutoPay
- Batch Payables
- Invoice Notifications
Endorsed by dozens of industry associations.
Forty (and counting) Independent Insurance Agents and Brokers of America State Associations trust ePayPolicy as their preferred payments platform for their members.
The Integrated Plan FAQ
Here are some common questions about the Integrated Plan.
How do I know when a payment has been made?
Yes, this is done via an API and you can learn more about that here. We also have multiple integration options which are listed here. If you need further assistance, please email us at support@epaypolicy.com and we’ll be happy to work with your team to get integrated.
How do we integrate our payment page with our management system?
Once your ePayPolicy account is active, visit our integration questionnaire to get started.
How long does it take to set up the integration?
Once the questionnaire has been received, our support team will be able to activate your integration within 1 – 2 business days.
Once integrated, how do our clients access their invoices via our payment page?
We’ll add at least two unique identifier fields such as an account number and Zip Code. Once that information is entered on the payment page the invoices associated with that account will be accessible.
Which plan is the right fit for your business?
View Plans
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