ePayPolicy

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?

Activate Integration

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

Sign Up Now