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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
API Access
Has API
Integrations
AIM
Applied Analytics
BindHQ
Vertafore AMS360
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Recurring Billing
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing