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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Transform your systems with our innovative solutions. We create tools that enhance your current policy systems, enabling you to better connect with your clients. There's no need for you to modify your policy management or payment solutions. By integrating with a portion of your data, you can get up and running in just a few days. Regardless of whether you manage 5 million or 500 million in written premiums, our offerings are designed to cater to your needs. We operate in the cloud, ensuring constant availability, and we automatically adjust to your business growth. Our services are securely hosted in PCI-compliant data centers, replicated across various locations in the USA. All data is fully encrypted, and we never retain sensitive information. With a foundation rooted in the insurance sector, we possess a deep understanding and passion for insurance technology. Our solutions are crafted to drive your success, regardless of the types of insurance you provide, and we are committed to supporting your journey every step of the way.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AIM
Applied Analytics
BindHQ
Vertafore AMS360

Integrations

AIM
Applied Analytics
BindHQ
Vertafore AMS360

Pricing Details

$20 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

ePayPolicy

Founded

2014

Country

United States

Website

epaypolicy.com

Vendor Details

Company Name

insured.io

Founded

2018

Country

United States

Website

insured.io

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

Product Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

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