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.
Related
Demo + Starbucks Gift Card
ePayPolicy offers a secure, branded online payment platform with mobile-friendly credit card and ACH options, integrated AMS, real-time dashboard visibility, automated check processing via CheckMate, and simplified premium financing through Finance Connect, all designed to streamline insurance payments and improve client conversion, with users praising its ease and efficiency, plus a $15 Starbucks gift card incentive for a 15-minute demo.
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The article outlines ten essential criteria for insurance carriers to consider when selecting a payment processor, emphasizing that beyond cost, the solution must ensure security and regulatory compliance, seamless integration with existing software, ease of use for all stakeholders, speed, scalability, and data protection to provide a fast, simple, and secure payment experience that differentiates carriers in a complex, multi-stakeholder environment.
Insurance Payments for MGA’s - ePayPolicy
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Payment Processing for Premium Finance Companies
ePayPolicy offers premium finance companies a fast, secure, and PCI Level 1 compliant digital payment processing platform that enables easy collection and transfer of funds across the insurance industry, featuring risk-free setup, ACH and credit card acceptance, integrated accounting tools, custom branding, API integrations, and endorsements from numerous insurance associations, all supported by positive testimonials from industry professionals.