Integrations Features
ePayPolicy offers secure, widely integrated insurance payment solutions featuring auto-sync invoices, automated payment reminders, batch payables, and AutoPay for seamless client payments, praised by customers for improving billing efficiency, speeding up policy sales, and providing user-friendly, customizable services.
Secure integrations with the industry’s most popular management systems
No insurance payments platform has more integrations, and we’re adding more all the time. Need a custom API connection? No problem.
Auto Sync Invoices
Your clients can select and pay due invoices pulled directly from your management system.
Invoice Notifications
Automated email reminders let your clients know it’s time to pay.
Batch Payables
Easily pay all your partners commissions and refunds electronically via the ePayPolicy dashboard.
AutoPay
Allow your clients to automatically pay invoices when they’re due, without having to log in or click a button.
What our customers think
We love that we don't have to mess with collecting the fee and extra work in our escrow account. I highly recommend using them! Also nice that we don't have to wait for a check, and can bind faster.
— Hannah Callihan, North Central Insurance
Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it!
— Stan Jones, Dexter Insurance
It's helped us sell more policies since we're able to take payment right away instead of waiting for the check to arrive. Set-up was a breeze. No complaints here.
— Rachel Vela, Vela Insurance Agency
User friendly, customizable, looks professional and has saved us money over other merchant service providers!
— Livio Gasparini, Safeguard Insurance
There’s more ePayPolicy to explore.
Related
Should Insurers Integrate Payment Systems?
Integrating insurance payment systems with agency management and accounting software automates data syncing, streamlines payment processing, reduces errors, saves time, and enhances operational efficiency—especially beneficial for agencies processing 10 or more payments monthly.
How to Choose a Payment Processor for Your Insurance Organization
The article advises insurance organizations to select payment processors that specialize in the insurance industry by offering regulatory compliance, user-friendly interfaces, efficient authorization processes, seamless integration with core systems, PCI data security, and a balance of cost and value, emphasizing the importance of matching processor features to specific agency needs to enhance operational efficiency, compliance, customer satisfaction, and cash flow.
Automation Nation - ePayPolicy
The article from ePayPolicy discusses the ongoing debate around automation, highlighting its benefits such as reducing human error and increasing efficiency, while addressing concerns about job displacement and AI's current limitations, and emphasizes the company's efforts to demystify AI and automation in the traditionally human-centric insurance industry by showcasing everyday examples like autocorrect.
Payment Page & Dashboard Features - ePayPolicy
ePayPolicy offers a customizable, PCI Level 1 compliant payment page with your branding and features like recurring payments, attachments, and disclaimers, paired with a real-time dashboard providing detailed transaction data, all set up quickly with no contracts and a free 60-day trial to streamline and enhance online payment processing for insurance businesses.
AutoPay and Recurring Payments: Key Differences and Benefits
ePayPolicy offers two convenient payment features: Recurring Payments, which allow payers to manually set and control scheduled payments via a Custom Payment Page subscription, and AutoPay, integrated with management systems to automatically pay invoices upon posting, ensuring seamless, automatic transactions for both payers and agencies.
Essentials Plan 1 - ePayPolicy
The Essentials Plan from ePayPolicy offers features like recurring payments, industry-wide payables for commissions and refunds, and prefilled payment pages, while higher-tier plans provide integrated payment processing, automated invoice syncing, and custom API integrations to streamline accounting and enable AutoPay, with a three-month free trial available for upgrades.