Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Custom-branded mobile applications that empower your customers to shop, schedule services, process payments, and perform various tasks directly from their smartphones are essential. We provide seamless online shopping experiences that work harmoniously with your existing software systems. Our interactive showroom and cashier kiosks simplify self-service and accommodate all payment methods, including cash transactions. With a strong foundation in insurance, we deliver diverse agency and carrier services designed to enhance your online sales and customer service capabilities. You can monitor your sales and marketing performance in real-time through user-friendly dashboards. Additionally, our call center technology ensures a dependable method for processing payments and providing services over the phone. QuotePro offers comprehensive web, mobile, and kiosk solutions that facilitate quoting, selling, and securely accepting payments, whether online or in a physical store. Our advanced analytics dashboard allows your team to effectively track sales and pinpoint potential areas for business growth. This holistic approach ensures you stay ahead in both customer engagement and operational efficiency.
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
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
Yes
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
QuotePro
Founded
1991
Country
United States
Website
quoteprosolutions.com
Vendor Details
Company Name
ePayPolicy
Founded
2014
Country
United States
Website
epaypolicy.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
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