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.
Ready to Setup Receivables?
Follow the instructions below to link your account with your MGA partner.
Receivables Setup Steps
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](tel:(844) 372-9300).
Also check out our Demo Videos and FAQs for additional information.
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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.
Request a Demo – Flash Sale
ePayPolicy offers two subscription plans—Essentials at $20/month with customizable payment pages, real-time dashboards, major credit card and ACH acceptance, recurring payments, and payables features, and Integrated at $50/month which adds auto-syncing invoices to AMS, automated invoice notifications, AutoPay, and elimination of manual data entry—endorsed by numerous insurance associations and trusted by over 5,000 insurance customers to streamline and automate insurance payment collections through a branded dashboard.
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The Independent Insurance Agents & Brokers of America (IIABA) improved their payment processing by partnering with ePayPolicy, which reduced reliance on slow paper checks, expedited fund receipt from up to seven days to one to two business days, eliminated common manual payment errors, and enabled faster policy binding, thereby streamlining accounting operations and enhancing overall efficiency.
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ePayPolicy is a secure, customizable online payment platform used by over 6,500 insurance organizations that streamlines receivables and accounting through a branded payment page, a comprehensive dashboard, AMS/CRM integrations, and a 60-day free trial, helping agents, brokers, and carriers get paid faster and improve billing efficiency.
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