Setting Up Receivables 1 - ePayPolicy
The guide explains how to set up receivables on ePayPolicy by logging into the dashboard, selecting the agency account, linking the desired payer account, entering broker-provided information, and enabling digital receipt of commissions and refunds, with support available via email, phone, demo videos, and FAQs.
Ready to Setup Receivables?
Follow the instructions below to link your account with your MGA partner.
1. Log Into The Dashboard
Now that your account is active and you’ve created a password, log in to your dashboard.
Navigate to the left menu, select “Accounts” then select your agency.
2. Select Receivables
On the right submenu at the bottom, select “Receivables.”
3. Select Account To Link
In the center of the page under “Payer,” find the account you would like to link and click “Connect.”
4. Enter Your Information
A popup window will appear. Enter your account information that your broker provided.
5. Start Receiving Funds
Your setup is complete. You can now receive commissions and refunds digitally!
Your participation in ePayPolicy helps further reduce the industry’s carbon footprint.
Need 1:1 assistance getting started?
Email Customer Success at support@epaypolicy.com or call (844) 372-9300.
Also check out the Demo Videos and FAQs for additional information.
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Setting Up Receivables - ePayPolicy
The guide details how to set up receivables on ePayPolicy by logging into the dashboard, selecting the agency account, linking the desired payer account through the "Receivables" menu, entering broker-provided account information, and enabling digital receipt of commissions and refunds, with support available via email, phone, demo videos, and FAQs.
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