Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Purchase and oversee subscriptions for your clients effortlessly. AppBind generates credit cards that automatically charge your clients when you procure SaaS, advertisements, and digital assets for them. Why hold off on client approval? Acquire subscriptions at your convenience, as you understand their needs best. Invest in the resources that will benefit your clients directly. Incorporate your management fees for any service sold through AppBind to boost your earnings. Ensure lead registrations are secured when you enroll on behalf of clients. Eliminate the risk of dealing with client credit cards altogether. Make purchases securely with credit cards that are within your control. Every transaction is logged in your AppBind account, allowing for streamlined tracking, expensing, and billing according to your preferences. Say goodbye to the confusion of deciphering credit card statements. AppBind meticulously monitors each subscription expense, attributing it to the correct client. You can manage, deactivate, and even transfer subscriptions back to clients as needed, ensuring you never lose track of any subscription linked to a former client. This streamlined approach simplifies your financial management and enhances client satisfaction.

Description

The easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AIM No 
Applied Analytics No 
BindHQ No 
Vertafore AMS360 No 

Integrations

AIM Yes 
Applied Analytics Yes 
BindHQ Yes 
Vertafore AMS360 Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AppBind

Founded

2018

Country

United States

Website

appbind.com

Vendor Details

Company Name

ePayPolicy

Founded

2014

Country

United States

Website

epaypolicy.com

Product Features

SaaS Management

License Management No 
Onboarding No 
Renewal Management No 
SaaS Operations Management No 
Shadow IT Detection No 
Spend Management No 
Subscription Management No 
Usage Tracking / Analytics No 
Vendor Management No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management Yes 
Property & Casualty No 
Quote Management No 

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Recurring Billing

Customer Portal Yes 
Deferred Billing No 
Discount Management No 
Dunning Management Yes 
Invoice History No 
Multi-Currency No 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

Alternatives

Alternatives

InsureEdge Reviews

InsureEdge

Damco Solutions