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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Establish your own digital catalog effortlessly by utilizing any Clip and share it with your clients at no cost. It's simple to create categories for easy product discovery and to maintain oversight of your inventory, ensuring that nothing is overlooked. You can upload over 1,000 products, which helps expedite your payment process. Enhance your customer experience by facilitating accurate transactions, providing detailed product descriptions and prices. Share your personalized link across social media platforms as often as necessary. Once a customer selects their desired item, you can send them a remote payment link to finalize the transaction. We adhere to both national and international regulations governing the card payment sector, and all transactions are closely monitored by the National Banking and Securities Commission (CNBV) as well as Banco de México, ensuring a secure and reliable payment experience for all parties involved. By utilizing these services, you can streamline your sales process and build trust with your clientele.

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

Screenshots View All

Screenshots View All

Integrations

AIM
Apple Pay
Applied Analytics
BindHQ
Samsung Pay
Vertafore AMS360

Integrations

AIM
Apple Pay
Applied Analytics
BindHQ
Samsung Pay
Vertafore AMS360

Pricing Details

$17.33 per device
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

Clip

Founded

2012

Country

Mexico

Website

clip.mx/

Vendor Details

Company Name

ePayPolicy

Founded

2014

Country

United States

Website

epaypolicy.com

Product Features

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

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

Alternatives

Alternatives

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