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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
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