Link your website or email signature to your payment page - ePayPolicy
The ePayPolicy guide explains how to add a PayNow button to your website by providing your web designer with your payment page URL and downloadable buttons from the Client toolkit, and how to add PayNow buttons or badges to email signatures across platforms like Microsoft Outlook and Gmail using detailed instructions and resources, facilitating easy online payments for clients.
Adding a PayNow Button to Your Website
Adding a PayNow button to your website allows clients to access your ePayPolicy payment portal with a single click. This makes it easy for clients to make payments online quickly and conveniently.
Instructions
- Contact your web designer or administrator to update your website.
- Decide which PayNow button you want to use. You can view and download PayNow buttons in the Client toolkit here.
- Provide your web designer with the URL for your Payment Page. If you do not know your dedicated payment page URL, refer to this article.
Adding a PayNow Button or Badge to Your Email Signature
Adding a PayNow button or badge to your email signature serves as a reminder that digital payments are just a click away. The client toolkit contains multiple PayNow badges you can add to your email signature, available here.
Instructions
Select your email platform to see detailed instructions for adding a PayNow button or badge to your email signature:
- Microsoft Outlook: Follow the guide for adding the PayNow button to your email signature here.
- Gmail: Google provides a guide for updating your email signature here. Additionally, see the guide for adding the PayNow button to Gmail signatures here.
- Other Platforms: Consult your platform's documentation or reach out to your IT department for assistance.
If you need help adding a PayNow badge or button to your email signature, contact your IT department.
Contact Us
If you have questions or need direct assistance, you can reach the support team during normal business hours, Monday through Friday, 8AM-5PM CST, via the "Let's Chat" feature on the website. Alternatively, you can call Customer Support at 844-372-9300 during business hours.
Related
Add a PayNow button to Outlook signatures - ePayPolicy
The guide explains how to save a PayNow button or banner image from the ePayPolicy client toolkit, add it to an Outlook email signature by inserting and resizing the image, and then embed a hyperlink to your ePayPolicy payment page within the button for easy payment access.
Add a PayNow button to Gmail signatures - ePayPolicy
The article provides step-by-step instructions on how to save a PayNow button image from the ePayPolicy client toolkit and add it to a Gmail signature, including inserting the image, resizing it, embedding a hyperlink to the user's ePayPolicy payment page, and saving the updated signature settings.
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.
Add a PayNow button to Gmail signatures - ePayPolicy
The article provides step-by-step instructions on how to save a PayNow button image from the ePayPolicy client toolkit and add it to a Gmail signature, including inserting the image, resizing it, embedding a hyperlink to the user's ePayPolicy payment page, and saving the updated signature settings.
Client Toolkit
The Client Toolkit provides comprehensive resources—including customizable email templates, internal announcements, branded flyers, social media posts, email signature badges, PayNow buttons, 24/7 support, a help center, and video tutorials—to help teams promote and increase utilization of digital payments through ePayPolicy.
ePayPolicy for PIIAC Members
The Professional Independent Insurance Agents of Colorado (PIIAC) endorses ePayPolicy as the preferred payment processor for its members, highlighting its seamless, customizable, and branded payment solutions that improve client experience, enable efficient tracking and reconciliation, and accelerate insurance payment receivables.