ePayPolicy

Payment Page Features - ePayPolicy

ePayPolicy offers a fast, PCI-compliant online payment solution tailored for insurance businesses, featuring a customizable mobile-friendly payment page, seamless integrations with management systems, premium financing options via Finance Connect, automated check processing through CheckMate®, and a Network Payables tool for streamlined fund transfers, all accessible through a comprehensive dashboard and supported by positive user testimonials.

Online Payments, Built Just for Insurance

Your customers will appreciate the convenience of online credit card and ACH payments, with additional benefits for your business:

  • Fast and easy set up: Accept digital payments in as little as 24 hours
  • Risk-free, no contracts: Free for 60 days, cancel anytime
  • PCI compliant: PCI Level 1 Security

Custom Payment Page & Dashboard

A modern, mobile-friendly payment page customized to match your business, linked across your communications, and connected to a dashboard that provides a comprehensive, birds-eye view of all transactions.

Integrations

ePayPolicy integrates with the most popular management systems to streamline your accounting processes. Custom API solutions are also available.

  • Auto Sync Invoices
  • Invoice Notifications
  • Batch Payables
  • AutoPay

Finance Connect

Premium financing is made simpler by combining integrated online payments with financing at checkout. This helps improve conversion rates and eliminates extra back-and-forth.

  • Connected to your PFC partners
  • Securely view and e-sign PFAs
  • AutoPay and payment reminders

CheckMate®

Automate check payments and eliminate manual handling. CheckMate offers rapid check routing and reconciliation, with all check payments managed through your ePayPolicy dashboard.

  • Daily batching and processing
  • Faster, consolidated collection
  • One dashboard for all payments
  • No contracts, no additional monthly fees

Network Payables

Send funds across your insurance network, including upstream payments, commissions, and vendor payments, either individually or in bulk, directly from your dashboard.

  • Send funds via ACH or Check
  • Invite management tool to quickly onboard new payees
  • Pull payables records directly from your accounting management tool

Success Stories

Reviews & Testimonials

Stan Jones, Dexter Insurance:

Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it!

Bradley Flowers, Portal Insurance, Insurance Guys Podcast:

ePayPolicy is by far the best e-payment solution out there for insurance businesses! Highly recommend.

Livio Gasparini, Safeguard Insurance:

User friendly, customizable, looks professional and has saved us money over other merchant service providers!

Hannah Callihan, North Central Insurance:

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.

Get Started on the Right Foot with Our Resources

The Education Center helps get your team up to speed, while the Client Toolkit assists with setting up your insureds.