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 stands as a meticulously crafted digital payment solution designed to alleviate the persistent challenges of traditional payment methods within the insurance industry, serving over 7,000 organizations including agencies, brokers, MGAs, premium finance companies, and carriers. Born from the founders’ own frustrations with inefficient payment processes, this cloud-based platform facilitates swift, secure ACH and credit card transactions, integrating seamlessly with industry-leading management systems like Vertafore and HawkSoft to streamline accounting and accelerate policy binding. Its intuitive interface offers a real-time dashboard and customizable payment pages, ensuring a professional, branded experience that delights both staff and clients, while its scalability is enhanced by features like CheckMate for check automation and Payables Connect for invoice reconciliation. With a commitment to eliminating paper checks, ePayPolicy transforms payment workflows, delivering operational efficiency and compliance across the insurance ecosystem. The platform’s functionality is robust, supporting a broad spectrum of insurance payment needs with tools that automate data tasks, integrate premium financing at checkout, and provide fee flexibility, allowing businesses to either pass or absorb transaction costs.
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.
Features
Key features
- Customizable Payment Page - Allows businesses to brand their payment portal with logos and colors, enhancing professionalism and client trust.
- Real-Time Dashboard - Provides instant visibility into transactions, statuses, and receipts, streamlining payment oversight.
- ACH and Credit Card Payments - Enables quick, secure acceptance of all major credit cards and ACH, accelerating receivables.
- Management System Integration - Syncs seamlessly with platforms like Vertafore and HawkSoft, automating data workflows.
- CheckMate Automation - Transforms paper checks into digital payments, simplifying large-scale check handling.
- Payables Connect - Automates invoice scanning, matching, and reconciliation for efficient payables management.
- Fee Flexibility - Offers options to pass or absorb transaction fees, tailoring costs to business preferences.
Additional features
- Customizable Payment Page - Personalizes the payment portal with brand elements for a cohesive client experience.
- Real-Time Dashboard - Displays transaction details and statuses instantly for comprehensive oversight.
- ACH and Credit Card Payments - Supports all four major credit cards and ACH for swift, secure transactions.
- Management System Integration - Connects with leading AMS platforms to eliminate redundant data entry.
- CheckMate Automation - Digitizes check payments, reducing manual processing time and effort.
- Payables Connect - Streamlines invoice reconciliation with automated scanning and matching capabilities.
- Fee Flexibility - Permits businesses to choose whether to pass fees to clients or absorb them internally.
- Premium Financing Integration - Links with PFC partners at checkout, enhancing payment options for insureds.
- Unlimited Users - Grants access to multiple team members without additional per-user costs.
- Secure Compliance - Maintains PCI Level 1 compliance, ensuring data security and regulatory adherence.
Pricing
Monthly plans
Essentials Plan
USD 25
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to ePayPolicy
.png){kind=small}
WebPay
WebPay is a payment gateway software from WebPay that provides a full-featured solution for processing…
Verifi Global Payment Gateway
Verifi Global Payment Gateway is a payment processing platform from Visa that provides secure transaction…
Vella
Vella is a multi-currency banking software from Vella Finance that provides a convenient banking use.…
Moniepoint
Moniepoint is a financial management software from Moniepoint Microfinance Bank that supports small business transactions.…
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
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
Plans
Monthly plans
Essentials Plan
USD 25
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.comContact
844-372-9300ePayPolicy's Alternatives
WebPay
WebPay is a payment gateway software from WebPay that provides a full-featured solution for processing…
Verifi Global Payment Gateway
Verifi Global Payment Gateway is a payment processing platform from Visa that provides secure transaction…
Vella
Vella is a multi-currency banking software from Vella Finance that provides a convenient banking use.…
Moniepoint
Moniepoint is a financial management software from Moniepoint Microfinance Bank that supports small business transactions.…
.png&w=96&q=75){kind=small}
