Leverage ePayPolicy for faster receivables - ePayPolicy
The article explains how businesses can accelerate receivables by leveraging ePayPolicy through promoting its payment link on invoices, email footers, and websites, announcing it to customers, and involving the entire team to track payments and enhance customer engagement.
There are a handful of ways you can put this powerful tool to use for your business today.
Get the word out
- 1.Place your ePayPolicy link on all your invoices
- 2.Add your ePayPolicy link to your company’s email footers
- 3.Add a Pay Now button to your corporate website
- 4.Send an email to your current customers announcing this exciting new payment option
Don’t forget your team
One of the best ways to implement ePayPolicy at your company is to add your team to the application. The platform gives your entire organization the ability to track payments. Getting your team excited about the many benefits of ePayPolicy will only serve to help engage your customers.
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Client paid the wrong agency - ePayPolicy
ePayPolicy emphasizes secure financial transactions by allowing registered users to transfer funds to any company with an ePayPolicy account via the dashboard's Payables feature, with support available through their Help Center, live chat, or customer service during business hours.
How to add and set permissions for users in ePayPolicy - ePayPolicy
The article details how to add users and assign specific permissions—such as managing accounts, co-signing payables, voiding transactions, and accessing features like CheckMate and Payables Connect—within the ePayPolicy Dashboard by logging in, navigating to the Accounts and Users tabs, entering the user's email, adding them, and editing their permissions accordingly.
Terms and Conditions - ePayPolicy
The ePayPolicy Terms of Service, effective June 3, 2026, establish a binding contract between ePayPolicy and its Customers for use of its integrated payment platform and services, include mandatory individual arbitration for disputes waiving class actions and jury trials, incorporate the Privacy and Acceptable Use Policies, and outline that additional services or promotional offers may be subject to separate terms requiring further agreement.
Essential Plan - ePayPolicy
The ePayPolicy Essentials Plan, priced at $25 per month with no contract and unlimited users, offers insurance agencies a secure, customizable, mobile-friendly payment page branded to their company, a real-time online dashboard for tracking and reconciling unlimited ACH and major credit card transactions, and features like custom fields and e-receipts, all endorsed by over forty state insurance associations.
5 Ways to Speed Up Your Receivables with ePayPolicy - ePayPolicy
The article outlines five strategies to accelerate insurance agency receivables by leveraging ePayPolicy’s digital payment features, including promoting client awareness of digital payment options, simplifying payments with prefilled payment pages, and using marketing tools to encourage faster, hassle-free client payments.
ePayPolicy and AgencyOne Configuration - ePayPolicy
The guide details a two-step process for AgencyOne Admins to enable real-time ePayPolicy transaction viewing by first obtaining an Impersonation Key from ePayPolicy’s API Credentials under the Vertafore AgencyOne account, then configuring this key and assigning appropriate AgencyOne users access within the AgencyOne Admin Settings to add the ePayPolicy widget to their dashboards.