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Software Status:Active

About ePayPolicy

EPayPolicy is a payment processing software from ePayPolicy that simplifies the payment collection process for insurance agencies. It provides features like online payment options, automated invoicing, and secure payment processing so agencies can manage transactions efficiently. This platform allows businesses to accept credit cards and ACH payments, improving cash flow and customer satisfaction. ePayPolicy also integrates with major management systems, ensuring compatibility with existing workflows. Key capabilities: online payment collection automated invoicing secure payment processing integration with management systems customizable payment links Best for: insurance agencies that need a reliable solution for handling client payments.

ePayPolicy Details

Vendor
ePayPolicy
Year Launched
2014
Location
5000 Plaza on the Lake Ste. 200 Austin, TX 78746
Deployment
cloud, on premise, windows, linux
Training Options
documentation, videos, live online
Countries Served
All Countries
Languages
English, Spanish, French, German, Portuguese, Italian, Dutch, Russian, Chinese, Japanese, Korean
Users
Insurance agents processing client payments., Brokers and MGAs managing invoices and commissions., Premium finance companies facilitating policy financing., Insurance carriers handling large-scale transactions., Accounting teams automating payment reconciliation.
Industries Served
Insurance (primary focus on agencies, brokers, MGAs, and carriers)., Financial Services (via premium financing and payment processing)., Accounting (for automated reconciliation and visibility).
Tags
Insurance Payments, Digital Transactions, Payment Automation, Integration, Compliance

ePayPolicy's In-App Market Place

Does ePayPolicy have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (Fr), CNY (¥), MXN ($)

Pros & Cons

  • Easy to use for both staff and customers, simplifying payment tasks.
  • Quick and secure transactions with support for major credit cards.
  • Seamless integration with MGAs/brokers for invoice visibility and payments.
  • Fast payment routing and smooth implementation process.
  • Strong integration with Vertafore, delivering a great customer experience.
  • Clients must pay fees twice when EFT limits are reached, causing inconvenience.
  • High transaction fees frustrate customers, especially for large payments.
  • Clients often make input errors, leading to declined transactions.
  • Many customers prefer avoiding credit cards due to high fees.

ePayPolicy's Support Options

Email Address

support@epay3.com

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