ePayPolicy

Introducing: Recurring Online Payments - ePayPolicy

ePayPolicy has introduced a new recurring online payments feature for Custom Payment page subscribers, allowing customers to easily set up, customize, and track recurring payments directly on the payment page without extra navigation, while administrators can monitor all client payments via a dashboard, resulting in improved customer relationships, simplified payment management, and environmental benefits.

So, what’s the deal with recurring payments?

Well, you asked, and ePayPolicy delivered. We have a video that details the ins and outs of the feature, but if you haven’t seen it yet, here’s a breakdown to get you up to speed.

The Gist:

If you’re a Custom Payment page subscriber, you can now offer customers the option to set up recurring payments. Bonus: Customers can also set frequency and track all payments from a single view.

The Details:

The feature is embedded where your customers are already making their payments, so they don’t need to navigate or sign up anywhere new.

It’s easy. All customers have to do is:

  1. 1.Sign in (or sign up) to your company’s payment page
  2. 2.Navigate to “Make a Payment”
  3. 3.Fill out the info fields accordingly, selecting “Yes” when they reach the “Recurring Payments” field
  4. 4.Choose a start date, end date, and how frequent they’ll make payments.

After customers are done with set-up, they can head to “Recurring Payments” from the navigation bar to track all payments from one page.

For administrators, you can track all of your clients’ payments by navigating to the “Recurring” menu in your dashboard.

The Perks:

Other than being convenient, the recurring payments feature has several benefits for both you and your customers:

  • Improve Customer Relationships: Recurring payments typically lead to fewer late and missing bills, which means fewer awkward late-payment conversations with your customers.
  • Simplify Life: Customers can track all their payments in one area, and you can monitor all of your clients’ payments by clicking over to the “Recurring” menu in your dashboard.
  • Go Green: Making regular payments electronically helps to reduce your customers’ and your organization’s carbon footprint. For clients who still use paper checks, recurring payments can be positioned as a choice that benefits both them and the environment.

The Big Picture:

ePayPolicy listens when customers talk. When we heard that customers wanted this feature, we worked hard to deliver. The bottom line for us: continue to make insurance payments as easy and frictionless as possible.

To view a quick tutorial on recurring payments, navigating your dashboard, and more, check out our demo page or set up a training with our team.

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