Strategic Insurance Software’s Partner Connect Portal Integration - ePayPolicy
ePayPolicy has integrated with Strategic Insurance Software’s Partner Connect Client Portal to offer a branded, PCI Level 1 secure payment page enabling clients to make electronic credit card and ACH payments with live customer support, batch deposits, e-receipts, a reporting dashboard, and low-cost payables management, all accessible through a simple three-step activation process with no startup costs or contracts.
EPAYPOLICY INTEGRATES WITH
SIS Partner Connect Client Portal and App
Branded Payment Page
Live Customer Support
PCI Level 1 Security
Compliant in All 50 States
Why integrate with SIS Partner Platform?
With the SIS integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card and ACH.
Once in the Connect Portal, your clients will be directed to your ePayPolicy payment page. Payments will be batch deposited to your account and both you and your client will receive e-receipts.
Reporting Dashboard
Track payments, send funds across the country, and manage your account through your own dashboard.
Payables
Manage money easier by sending funds across the industry for only $0.50 per transaction.
E-Receipts
Both you and the payer receive an e-receipt of the processed payment delivered via email.
Frequently Asked Questions
How do I make sure my client will be directed to the ePayPolicy payment page?
To direct clients to your payment page, simply copy your unique payment page URL from your dashboard, and paste it in your client portal settings under ‘Admin’. Choose a carrier and paste the URL in the ‘Billing URL’ field.
How do I track payments?
Login to your company’s ePayPolicy dashboard to manage your account and easily track, receive, and refund payments.
Will my management system be updated when payments are made?
As of now, we only integrate with SIS’ client portal. We are in the process of building an integration for the management system. Soon!
Current ePayPolicy User?
3 Step Activation Process
01. / Sign up for ePayPolicy
02. / Complete the integration form
03. / Start collecting digital payments
No start up costs No contract No hidden fees
$20 per month
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