Which ePayPolicy Payment Page is Right for You?

Whether you’re new to ePayPolicy or already a client, you may not know that ePayPolicy offers three levels of subscription: basic, custom, and integrated. The payment page is a central feature (and benefit) of each subscription. The one that’s right for you depends on the level of convenience and functionality you desire.

Basic Payment Page

This subscription lets you accept payments by credit card or ACH. ePayPolicy makes each digital transaction simple and seamless for the payer and for you.

Payer benefits: Your unique URL links directly to your branded payment page. Your client knows immediately they’re in the right place to pay their invoice. They appreciate the convenience and security of paying digitally instead of by check.

Team benefits: Manage your account through your own user-friendly dashboard. You can track payments and send funds across the country. Funds get applied to the proper account (trust or operating), so you’re always in compliance.

If you are new to digital insurance payments and want to make your clients happy fast, you can request a demo and sign up.

Custom Payment Page

This payment page offers multiple customization options, from color (branding) enhancements to added functionality. For example, you can include graphics to point to important information on the payment page. You can also include your agency’s custom disclaimer at the bottom of the page and write special instructions in the notes field.

Payer benefits: Easily upload attachments (e.g., documentation) directly to the payment page. Payers can set up recurring payments for policies that require multiple payments.

Team benefits: Add custom fields to collect additional information for your accounting team.

A custom payment page provides more client convenience, streamlined receivables, and a branding advantage. It’s a great option whether you’re just starting out with ePayPolicy or ready for next-level performance. For more information, you can talk to your Account Manager or email support.

Integrated Payment Page

If you’re using an agency management system that integrates with ePayPolicy (or one that soon will), you can take advantage of the integrated payment page. ePayPolicy partners with many popular AMS providers and is constantly adding new integrations to make digital payment seamless for everyone involved. An integrated payment page is the ultimate in InsurTech power and efficiency.

Payer benefits: Auto-synched invoices let clients select and pay invoices pulled directly from the management system.

Team benefits: No more duplicate data entry for your accounting team!

Additional, exclusive features are available on an integration-specific basis. Depending on your AMS, these can include automated invoice notifications and auto-payment of multiple due invoices. You can also send commissions and refunds directly through your ePayPolicy dashboard.

For more information about integrating ePayPolicy with your AMS, you can talk to your Account Manager or contact support. If you’re shopping for a new management system, be sure to ask about integration with ePayPolicy!