epaypolicy.com

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# ePayPolicy

Insurance Payments Made Easy

## Posts

- [Honor Capital Joins Finance Connect](https://epaypolicy.com/blog/honor-capital-joins-finance-connect/) - Honor Capital has joined other insurance premium finance companies as a part of ePayPolicy's Finance Connect feature, making their premium financing solutions for insurance companies easier to access for the industry.
- [The Insurance Payments Ecosystem: What Agencies, MGAs, and Carriers Need to Know](https://epaypolicy.com/blog/the-insurance-payments-ecosystem-what-agencies-mgas-and-carriers-need-to-know/) - Streamline your insurance payments ecosystem. Sync money and data to automate reconciliation, reduce manual errors, and boost ROI for agencies, MGAs, and carriers.
- [Premium Financing as easy as pay-in-full with Finance Connect and Automatic Invoice Offsets](https://epaypolicy.com/blog/premium-financing-as-easy-as-pay-in-full-with-finance-connect-and-automatic-invoice-offsets/) - Offering premium financing options is finally as easy as offering pay-in-full options in 2026.
- [Your Paper Payments Are Fueling a $32B Industry Problem](https://epaypolicy.com/blog/your-paper-payments-are-fueling-a-32b-industry-problem/) - Stop feeding a $32B industry problem. Replace paper checks with ePayPolicy to recoup $120K+ in annual burn, slash processing costs by 75%, and unlock cash flow with secure, automated B2B payments.
- [The ‘Legacy Tax’ is Killing Insurance Margins](https://epaypolicy.com/blog/the-legacy-tax-is-killing-insurance-margins/) - Legacy insurance systems create hidden costs. Learn how payment integration improves reconciliation, cash flow, and margins.
- [Gartner Recognizes ePayPolicy as 2026 Leader in Multiple Categories](https://epaypolicy.com/blog/gartner-recognizes-epaypolicy-as-2026-leader-in-multiple-categories/) - ePayPolicy has again been recognized as a top-rated payments platform in 2026 reports from Gartner Digital Markets, earning 10 badges.
- [Finys Partners with ePayPolicy to Bring Seamless Digital Payment Capabilities to the Finys Suite](https://epaypolicy.com/blog/finys-partners-with-epaypolicy-to-bring-seamless-digital-payment-capabilities-to-the-finys-suite/) - This integration will enable Finys customers to easily access ePayPolicy’s robust, fully integrated payment processing capabilities directly through the Finys Suite.
- [​​ePayPolicy Earns Another "Best Places To Work" Award](https://epaypolicy.com/blog/epaypolicy-earns-2026-best-places-to-work-award/) - Built In announced that ePayPolicy was honored in its 2026 Best Places To Work Awards. ePayPolicy earned the award for the 5th straight year.
- [What's Real and What's Hype in 2026 Insurance](https://epaypolicy.com/blog/whats-real-and-whats-hype-in-2026-insurance/) - Stop chasing hype. The 2026 insurance reality is here: AI is fully embedded in workflows, dynamic climate data drives daily pricing, embedded sales demand instant delivery, and political volatility spills into underwriting. Learn what's truly changing your daily operations—not just what's shared in industry reports.
- [Case Study: How Top 100 Brokers and MGA's Share Their Accounting Secrets](https://epaypolicy.com/blog/case-study-how-top-100-brokers-and-mgas-share-their-accounting-secrets/) - We recently sat down with experts from across the insurance industry—including Top 100 Brokers and MGA’s— to talk accounting automation. Read on for a peek behind the curtain of how automation is impacting their businesses.
- [Streamlining Success: O'Quinn Insurance Finds Efficiency with ePayPolicy and HawkSoft](https://epaypolicy.com/blog/streamlining-success-oquinn-insurance-finds-efficiency-with-epaypolicy-and-hawksoft/) - O’Quinn Insurance Services is a rapidly growing agency, and has been using ePayPolicy since 2021. In an effort to support their growth, they’ve recently taken advantage of new integrated features between ePayPolicy and their management system, Hawksoft.The integration with Hawksoft 6 was announced last year, and O’Quinn activated it shortly thereafter. Now, their payment details
- [A Specialty Carrier's Take: How Human Support & Simplicity Transformed Payments at American Millennium](https://epaypolicy.com/blog/a-specialty-carriers-take-how-human-support-simplicity-transformed-payments-at-american-millennium/) - Discover how American Millennium streamlined insurance payments with human support and intuitive technology. Learn how simplicity and personalized assistance boosted trust and efficiency for their agents and policyholders.
- [Unlocking M&A Value: A Guide to Seamless Accounting and Tech Integration](https://epaypolicy.com/blog/unlocking-ma-value-a-guide-to-seamless-accounting-and-tech-integration/) - Merging two companies is just the beginning. Discover how seamless accounting and tech integration post-M&A is mission-critical for the insurance industry, turning transactions into sustained growth and preventing value erosion.
- [A Payments Transformation: How ePayPolicy Solved the Time Crunch for Yorba Linda Insurance Services](https://epaypolicy.com/blog/a-payments-transformation-how-epaypolicy-solved-the-time-crunch-for-yorba-linda-insurance/) - Old payments bottlenecked a family-owned insurer. See how they used ePayPolicy to instantly bind policies, save time, and build trust.
- [What Is Surplus Lines Insurance?](https://epaypolicy.com/blog/what-is-surplus-lines-insurance-2/) - The world of insurance can be complex enough, but when specialty insurance becomes involved, it can become even more complicated. A prime example of this is surplus lines insurance. In many instances, companies or individuals will go to a broker to find insurance coverage. The broker serves as an intermediary between the individual or company
- [The role of stamping offices in surplus lines insurance](https://epaypolicy.com/blog/the-role-of-stamping-offices-in-surplus-lines-insurance/) - For many businesses, the concept of surplus lines insurance can be complex and confusing. The role of stamping offices in this industry can be even more difficult to navigate. Among the most important recent changes in surplus lines insurance is the creation of stamping offices. Such offices serve as a voluntary partnership between state regulators
- [3 reasons why every independent insurance agency should accept payments online](https://epaypolicy.com/blog/3-reasons-why-every-independent-insurance-agency-should-accept-payments-online/) - Online payments have been on a meteoric rise since…well…a long time. And just about every major industry accepts credit card payments online except insurance. If you talk to any producer, they’ll tell you exactly why – they don’t want to lose a dime out of their commission; including a transaction fee to Visa, MasterCard, Amex
- [Top 3 reasons to stop accepting checks](https://epaypolicy.com/blog/top-3-reasons-to-stop-accepting-checks/) - Checks became common practice in the late 17th century and have somehow survived hundreds of years of financial evolution, but that run could be coming to an end. We’ve come up with three reasons why you should shift to digital payment solutions. InconvenienceConsumers use checks, because we’ve always used checks. We often overlook the numbers of
- [Leverage ePayPolicy for faster receivables](https://epaypolicy.com/blog/leverage-epaypolicy-for-faster-receivables/) - There are a handful of ways you can put this powerful tool to use for your business today.Get the word outPlace your ePayPolicy link on all your invoicesAdd your ePayPolicy link to your company’s email footersAdd a Pay Now button to your corporate websiteSend an email to your current customers announcing this exciting new payment
- [Speed up your ACH Payments](https://epaypolicy.com/blog/faster-than-a-speeding-ach/) - Usain Bolt is fast and his stunning performances at his third Olympics proved it. Fiber optic internet is really fast too and once you’ve tried it, there’s no going back. My six year old son so is fast I can’t catch him. ACH or eCheck payments…well, they’re slower than molasses uphill in the winter compared to
- [Tips: Take your agency to the next level](https://epaypolicy.com/blog/tips-take-your-agency-to-the-next-level/) - Sometimes those of us in the insurance industry struggle to embrace new technology. Gone are the days of software installation, complicated licensing, and time-consuming training sessions. Using web-based applications to take your agency to the next level is how we separate ourselves from the competition. We will be leading a valuable breakout session–Game Changers–at the IIAT Small
- [The Rise of e-Payments and the Paper Check Decline](https://epaypolicy.com/blog/epaypolicy-rise-of-epayments/) - Checks cause a number of problems and we’ve experienced all of them at one point in time. Slow-pays, made out to the wrong entity, not signed, checks that are never sent, or even fingers pointed at the USPS. Checks are just excuses to never mail it… the reasons goes on and on. And we’ve lived with
- [Just The Way You Like It](https://epaypolicy.com/blog/customize-epay-payment-portal-to-accept-credit-cards/) - No two smartphone are set up exactly the same – the widget and app choices are countless. Today there are over 2.2 million Android apps and over 2 million Apple apps available for download. According to Nielson, on average, smartphone users access 26 apps per month. The customization of apps around our lifestyle, activities, interests, etc.
- [Configuring Vertafore's FinancePro with ePayPolicy](https://epaypolicy.com/blog/configuring-vertafores-financepro-with-epaypolicy/) - ePayPolicy and FinancePro are now integrated to provide seamless payment processing. Vertafore customers now have the ability to process credit card and ACH payments easier than ever within FinancePro. Whether you’re already a Vertafore customer, or are considering FinancePro for your company, we’re ready to help you marry these two powerful financial tools. Here’s what you
- [Payments On the Fly](https://epaypolicy.com/blog/payments-on-the-fly/) - It’s 4.45pm on a Friday and one of your insured’s renewal is due today. How do you collect a down payment to bind coverage? In this all-to-familiar scenario, it’s virtually impossible to renew this client before the weekend arrives. You have 15 minutes until the close of business and the short list of options available are:
- [Technology that just makes sense](https://epaypolicy.com/blog/technology-that-just-makes-sense/) - Premium finance companies are already familiar with FinancePro. It’s a powerful, web-based solution that helps with loan management, carrier and rate tables. What takes it to the next level is its easy integration within the Vertafore agency management ecosystem. If you’re serious about growing your agency or premium finance business, then we encourage you to
- [Integrating payments into your management system](https://epaypolicy.com/blog/integrating-payments-into-your-management-system/) - We were recently given an fun challenge by one of our clients, Southwest Risk, a wholesale brokerage out of Dallas.While they liked the simplicity of our online payment page, they could foresee a challenge given the sheer volume of payments they process – How would they reconcile all of those incoming payments against due invoices in
- [Massachusetts Association of Insurance Agents partners with ePayPolicy](https://epaypolicy.com/blog/massachusetts-association-of-insurance-agents-partners-with-epaypolicy/) - Accepting credit cards and echecks has never been easier! MAIA has partnered ePayPolicy as the payment processor of choice to its members. Agents receive an agency-branded payment page to collect any payment due to your agency.“Over the years we’ve heard from many of our member agents – especially the smaller shops – that they are
- [Independent Insurance Agents of Georgia endorses ePayPolicy](https://epaypolicy.com/blog/independent-insurance-agents-of-georgia-endorses-epaypolicy/) - IIAG and ePayPolicy have teamed up to offer all members the easiest way to accept e-payments. Georgia agencies can now have their own, agency-branded payment page to collect any payment via credit card or eCheck.“I will say that I was skeptical at first when I heard about ePayPolicy. Even after seeing a short demo, I
- [Independent Insurance Agents of Wisconsin endorses ePayPolicy](https://epaypolicy.com/blog/independent-insurance-agents-of-wisconsin-endorses-epaypolicy/) - IIAW knows! When it comes to speeding up receivables and accepting electronic payments in insurance, ePayPolicy is the go-to solution. IIAW now endorses ePayPolicy as the payment processor for all members.“The IIAW not only endorses ePayPolicy, but we give it the ultimate stamp of approval by utilizing it so our members can pay their insurance
- [3 Takeaways From NetVU17](https://epaypolicy.com/blog/3-takeaways-from-netvu17/) - It’s been about 2 weeks since we returned from NetVU17 and my head is still swirling. Since I feel like I’ve finally caught my breath, it’s a good time to share some key takeaways from that trip.Takeaway #1 – Nashville is booming!I know, I know. I’m late to this story, but I was amazed at
- [Three Flavors!](https://epaypolicy.com/blog/three-flavors/) - As a kid, a visit to the local ice cream shop was the best! The dilemma was deciding on which ice cream flavor to pick. Do I go with my standby or do I try something different? At the end of the day, there wasn’t a bad choice in the entire shop. All were great choices.Choices
- [Virtual checks and desire to fight change](https://epaypolicy.com/blog/virtual-checks-and-desire-to-fight-change/) - It’s funny how much we all fight change. It’s a normal human tendency. But there’s one instance I run across recently that illustrates that clearer than ever – the use of virtual checks.Follow me on this one…As a preferred payment method, paper checks hit their peak in 1995 (22 years ago at the time of
- [3 reasons to accept electronic payments](https://epaypolicy.com/blog/3-reasons-to-accept-electronic-payments/) - In today’s constantly changing world, the insurance industry must find innovative ways to improve productivity and at the same time, satisfy their customers. What’s the easiest way to boost productivity? Automation.au•to•ma•tion (n): The technique, method, or system of operating or controlling a process by highly automatic means, as by electronic devices, reducing human intervention to a
- [A new look for our payment page](https://epaypolicy.com/blog/a-new-look-for-our-payment-page/) - One of the greatest benefits of having such loyal customers is the steady stream of feedback and ideas that are freely sent our way. Everything we’ve done at ePayPolicy has the fingerprints of customer feedback. And I mean everything. From the design of our user interface to the way we fund our customers’ bank accounts, you have provided
- [For the customer married to their smartphone—our app is their better half](https://epaypolicy.com/blog/your-customer-is-married-to-their-smartphone-our-app-is-their-better-half/) - What’s the biggest disruptor affecting the insurance industry? Your customers. As their expectations and demands change at the speed of technology—it’s your job to keep up.According to TechCrunch, at the end of 2016, 4.8Billion individuals were using their mobile devices. By 2020 90% of smartphone users will have made a mobile payment. It’s estimated that by the
- [Introducing: Recurring Online Payments](https://epaypolicy.com/blog/introducing-recurring-online-payments/) - So, what’s the deal with recurring payments?Well, you guys asked, and ePayPolicy delivered. It’s that simple. (You can just call us your fairy Godmother.) We have an awesome video that details the ins and outs of the feature, but if you haven’t seen it yet, not to worry. We’ll break it down and get you
- [ePayPolicy is NetVU’s newest Silver Corporate Partner](https://epaypolicy.com/blog/epaypolicy-netvus-newest-silver-corporate-partner/) - We’re excited to finally announce that not only is our product is offered as a Technology Solution Provider, ePayPolicy is also NetVU’s newest Silver Corporate Partner. About NetVU:NetVU is an independent, national member organization committed to providing industry advocacy, world-class education and networking to the more than 30,000 insurance agencies, carriers, MGAs and compliance organizations,
- [4 Things We Loved About InsurPATH 2018](https://epaypolicy.com/blog/4-things-loved-insurpath-2018/) - It’s hard to believe that less than a week ago ePayPolicy was jet-setting in California and rubbing elbows with some of the coolest cats in the insurance industry. Now that we’re back on our home turf in Austin, Texas, check out the top 4 things our team loved most about the InsurPATH 2018 conference!#1. Cali.As
- [Why Great Leaders Are Great](https://epaypolicy.com/blog/great-leaders-great/) - One of our favorite speeches in the ePayPolicy office is Simon Sinek’s viral TEDTalk, “How Great Leaders Inspire Action.”For almost 10 years, people have been quoting this 18 minute video, making Sinek a household name, and asking this deceptively simple question: Why?Why do we buy what we buy? Believe what we believe? Why do we respect
- [Celebrating Houston at IIAH's annual Houston Insurance Day](https://epaypolicy.com/blog/celebrating-houston-iiahs-annual-houston-insurance-day/) - It’s been six months since Hurricane Harvey ripped through Houston (or H-Town, as we sometimes like to affectionately call it here in Texas). The city is far from being fully restored, but with the good people of Houston staying patient, and with the help of other countless kind-hearted cities, H-Town continues to stand strong and
- [Who Run the World?](https://epaypolicy.com/blog/who-run-the-world/) - In honor of International Women’s Day 2018, the ePayPolicy team decided to compile a short list of some truly amazing women we think everyone should know about!Whether you work in retail, at home, with children, or across the globe, the lovely ladies below (and millions more that we don’t have the space to list) are
- [Automation Nation](https://epaypolicy.com/blog/automation-nation/) - *Automation can be defined as, “the technology by which a process or procedure is performed without human assistance.” Love it or hate it, automation is the name of the game, and it’s here to stay. And no matter what your stance is, whenever the topic is broached, be prepared for some push-back.Proponents of automation argue
- ["Success in simplicity"](https://epaypolicy.com/blog/success-in-simplicity/) - Insurance is one of the oldest industries, and the opportunity for innovation, disruption, and growth is ripe and for the taking.Built In Austin (the local site of the larger Built In, the Chicago-based company) noticed what we’re doing at ePayPolicy and piqued their interest.A few weeks ago, our team had the pleasure of speaking with
- [InsurTech Takeover](https://epaypolicy.com/blog/insurtech-takeover/) - Technology has the uncanny ability to influence and shape our lives. From the invention of paper in 105 AD to the unveiling of the first iPhone more than 10 years ago in 2007, great tech has the power to solve problems, altering the way we do things forever.This is especially true for the insurance industry.Insurtech,
- [Accelerating with NetVU](https://epaypolicy.com/blog/accelerating-with-netvu/) - If the yearly conference circuit is equivalent to the NFL’s football season, then NetVU’s Accelerate is the insurance industry’s Super Bowl. And like any good Super Bowl, Accelerate 2018 was exciting, buzzing with energy, and an absolute blast!In the months leading up to the much-anticipated show, the entire ePayPolicy team worked with our heads down,
- [Modern Mobility](https://epaypolicy.com/blog/modern-mobility/) - “If it’s not broken, don’t fix it.”This is a common phrase people use to convey that if something works at least somewhat well, then leave it alone. It’s good enough.This is sound advice for some things, like if you have a perfectly good car but want a new one, just because.However, this practice falls short
- [Do something great with the ePayPolicy InsurTech Award!](https://epaypolicy.com/blog/something-great-epaypolicy-insurtech-award/) - We’re less than a month away from closing applications for the ePayPolicy InsurTech Award!ePayPolicy believes that great technology can change the insurance world. That’s why we are committed to recognizing the agency that has best adapted and leveraged technology to grow and improve their sales, marketing, and customer service in 2018.Additionally, each applicant will receive
- [Paradiso Insurance, a Yardstick of Quality](https://epaypolicy.com/blog/paradiso-insurance-yardstick-quality/) - The value of good marketing cannot be overstated. If your marketing plan isn’t working (or worse, if you have no marketing plan at all), your organization won’t last long.You can count on that.The Internet and social media have made marketing more accessible. But they’ve also created a massive cloud of competition and a hailstorm of
- [Higginbotham Insurance Makes The Switch To Digital Payments](https://epaypolicy.com/blog/epaypolicy-case-study-higginbotham-insurance/) - Executive SummaryTony Haas, Controller at Higginbotham Insurance, noticed that customers were frequently asking for electronic payment options to pay their insurance policies. While Higginbotham did accept credit cards, it did not offer the choice to pay via ACH. Haas began searching for a more robust processor and finally stumbled upon ePayPolicy. Signing up, he said,
- [A Business Guide to Surviving Any Natural Disaster](https://epaypolicy.com/blog/a-business-guide-to-surviving-any-natural-disaster/) - 2017 was a catastrophic year full of devastating storms. Harvey, Irma, Maria, Jose. The list of last year’s now-infamous hurricanes unfortunately goes on.And as the rain and wind in 2018 continue to hammer down (many are still suffering setbacks of Hurricane Florence), it’s more important than ever to educate and prepare for inclement weather.As a
- [GS Insurance Solutions named most tech-forward Brokerage in first-ever InsurTech competition](https://epaypolicy.com/blog/gs-insurance-solutions-named-tech-forward-brokerage-first-ever-insurtech-competition/) - ePayPolicy has awarded its inaugural InsurTech Award to GS Insurance Solutions of Santa Clara, California. The award recognizes independent insurance agencies/brokerages for leveraging technology toenhance their sales, marketing, and customer service in 2018. We created the InsurTech Award to celebrate those firms — big and small — who are out there leading the charge to tech-enabled
- [ePayPolicy Named Preferred Payment Vendor by Big I New York](https://epaypolicy.com/blog/epaypolicy-named-preferred-payment-vendor-big-new-york/) - FOR IMMEDIATE RELEASEMEDIA CONTACT:Seth Nagle512-200-2650seth@epay3.comePayPolicy.comFebruary 27, 2019 – Electronic payment processor ePayPolicy adds Big I New York to its growing list of insurance industry association endorsements.ePayPolicy now endorsed by 21 state insurance groupsAUSTIN, Texas, February 27, 2019 –ePayPolicy has been named electronic payment processor of choice by Big I New York, an association representing 1,750 independent
- [The Madness of Paper Checks & Insurance Payments](https://epaypolicy.com/blog/the-madness-of-paper-checks-insurance-payments/) - I’ve always loved a good analogy, as it makes concepts concrete and relatable. With March Madness underway I couldn’t help but turn to that annual phenomenon — the office pool — to help put what we do here at ePayPolicy into perspective.With an estimated $9 billion bet on these games, participation obviously starts with an
- [Consumers Expectations Fuel Growth of InsurTech Across Agencies & Brokers](https://epaypolicy.com/blog/consumers-expectations-fuel-growth-of-insurtech-across-agencies-brokers/) - Insurance has historically been a traditional industry, driven by personal relationships — and paper. While not the earliest adopters of technology, we’re making significant progress in this area. According to industry statistics, some 90 percent of agencies use an AMS. Chances are you’re reaping the benefits of your AMS system (Vertafore, Applied 24, other) to
- [The Independent Insurance Agents and Brokers of America: BIG I Client Spotlight](https://epaypolicy.com/blog/the-independent-insurance-agents-brokers-of-america/) - Customer Spotlight:The Independent Insurance Agents & Brokers of AmericaExecutive Summary: The Independent Insurance Agents & Brokers of America is a national alliance of more than a quarter million business owners and their employees who offer all types of insurance and financial services products.The Goals: Reduce paper checks, streamline payment processing and bind policies faster.The Results: No one understands
- [InsurExpo 2019 Presented by IIANC](https://epaypolicy.com/blog/insurexpo-2019-presented-by-iianc/) - Some of our team members from ePayPolicy attended the sold-out InsurEXPO on April 11 and 12, 2019.InsurEXPO, which is the largest industry trade show in North Carolina, featured over 90 insurance companies and vendors. The trade show offered educational breakout sessions on important topics for insurance agents including management, sales, and technology.Keynote speakers included Jess
- [The 2019 MIIAB EXPO Is In The Books](https://epaypolicy.com/blog/the-2019-miiab-is-in-the-books/) - Team members from ePayPolicy headed to the MN Independent Insurance Agents & Brokers (MIIAB) Expo on April 30, 2019 at the Mystic Lake Center in Prior Lake, MN.Fun fact, the MN Independent Insurance Agents & Brokers Expo is the largest independent insurance agent and company expo in the Midwest. Over 1,000 insurance agents attended the
- [The 2019 Blue Ribbon Conference - IIABCAL](https://epaypolicy.com/blog/the-2019-blue-ribbon-conference-iiabcal/) - ePayPolicy had the pleasure of attending the Blue Ribbon Conference at the beautiful Monarch Beach Resort. The Blue Ribbon Conference, held at the beginning of May, not only focused on perfecting business practices, but it also insured that it’s participants had a little fun. While engaging in activities, we were looking over the breathtaking Pacific
- [Accelerate 19 Powered by NetVU Has Started!](https://epaypolicy.com/blog/accelerate-19-powered-by-netvu-has-started/) - Accelerate Powered by NetVU is one of the largest conferences that ePayPolicy attends every year. This year, we’re excited to announce a new integration during the show! The Accelerate convention will be held at the Duke Energy Convention Center in Cincinnati, Ohio May 21 – 23.Accelerate 2019 is a four day event hosted by Netvu,
- [Finding Inspiration for Your Agency Outside Insurance](https://epaypolicy.com/blog/finding-inspiration-for-your-agency-outside-the-insurance-industry/) - People have looked for inspiration for their business since … forever. It’s what drives creativity, injects motivation across members and most importantly improves the customer experience. In today’s world of content marketing and social media, there are some amazing individuals sharing their ideas and philosophies across a variety of mediums, all you have to do
- [Announcing The 2019 InsurTech Agency Award](https://epaypolicy.com/blog/announcing-the-2019-insurtech-agency-award/) - FOR IMMEDIATE RELEASE The 2019 InsurTech Agency Award Now Open for Entries industry-wide competion recognizes insurange agency achievement in technology adoption Austin, TX – June 13, 2019 – ePayPolicy is now accepting applications for The 2019 InsurTech Agency Award competition. The award, now in its second year, recognizes independent insurance agencies/brokerages for leveraging technology to
- [Gary Vee Does Insurance](https://epaypolicy.com/blog/gary-vee-does-insurance/) - We recently ventured to the Big Apple for an incredible podcast session at Vayner Media world headquarters with the one and only Gary Vaynerchuk (Gary Vee). Bradley Flowers and Scott Howell, aka The Insurance Guys, led the interview, and Andy Priesman of Cover Desk and Todd Sorrel of ePayPolicy added some commentary around the impact
- [The Leavitt Group Conference 2019](https://epaypolicy.com/blog/the-leavitt-group-conference-2019/) - Leavitt Group Insurance, a branch off of Leavitt Group, is one of the largest privately-held insurance brokerages in the country. The agency offers employee benefits solutions, property and casualty insurance, risk management and other services. Every year, the Leavitt Group hosts an annual conference, and this year our team was honored and proud to have
- [Startups and Street Art: Using Creativity to Inspire Your Agency](https://epaypolicy.com/blog/using-creativity-to-inspire-your-agency/) - The TRUTHThere is just something about street art and the start-up culture that blend perfectly together. When you really think about it, it’s easy to see why. Both push the boundaries of existing norms, both require a thirst for adventure, and most importantly, both require a creative vision.There was a time when street art used
- [Let's Connect at The 2019 WSIA Marketplace Event!](https://epaypolicy.com/blog/2019-wsia-marketplace-event/) - Simplify your accounting, easily send funds, and receive your payments faster all with ePayPolicy. Created by insurance experts for the insurance industry ePayPolicy provides the simplest solution for MGAs, premium finance companies, brokers and agents to collect and send ACH and credit card funds across the industry.We reserved a table within The Club and will
- [ePayPolicy Integrates with Vertafore’s AMS360](https://epaypolicy.com/blog/ams360-press-release/) - AUSTIN, TX – July 23, 2019 – ePayPolicy, a Vertafore Orange Partner, today announced it is adding payment processing capabilities to Vertafore’s AMS360 agency management system and extending its integrations into five Vertafore management systems.ePayPolicy supports independent insurance agency efficiency and superior customer experiences by enabling agencies to accept payment via credit card or ACH
- [ePayPolicy: KAIA's Preferred Payment Vendor](https://epaypolicy.com/blog/kaia-selects-epaypolicy-as-preferred-payment-vendor/) - Kansas Association of Insurance Agents selects ePayPolicy as Preferred Payment VendorAUSTIN, Texas, August 6, 2019 –ePayPolicy has been named the electronic payment processor of choice by the Kansas Association of Insurance Agents (KAIA). ePayPolicy will enable KAIA members to accept credit card and ACH payments online, with transaction fees passed on to the payer. Endorsement
- [MGA Systems’ IMS Features ePayPolicy Payment Processing](https://epaypolicy.com/blog/mga-systems-insurance-management-system-ims-now-features-epaypolicys-digital-payment-processing/) - FOR IMMEDIATE RELEASEAustin, TX– July 31, 2019 – MGA Systems announced that their flagship software product, Insurance Management System (IMS), now integrates with ePayPolicy’s digital payment processing platform. ePayPolicy enables agencies to accept payment by credit or debit card or ACH and automatically reconciles electronic payments into IMS.MGA Systems has been serving the insurance industry
- [ Big I NJ Names ePayPolicy Partner for Payment Processing](https://epaypolicy.com/blog/big-i-new-jersey-names-epaypolicy-as-technology-partner-for-payment-processing/) - AUSTIN, Texas, August 22, 2019 – Big I New Jersey has selected ePayPolicy as their preferred provider of digital payment processing for the membership. The partnership will enable Big I New Jersey members to accept credit card and ACH payments online, speed up receivables and bind policies faster. New Jersey is the 28th state association of
- [Insurors of Tennessee Prefers ePayPolicy Payment Processing](https://epaypolicy.com/blog/iinsurors-of-tennessee-select-epaypolicy-as-their-preferred-payment-processor/) - ePayPolicy Joins Insurors of Tennesse’s List of Endorsed ProvidersAUSTIN, Texas, September 12, 2019 – Insurors of Tennessee (Insurors) has added ePayPolicy to its exclusive list of endorsed product/service providers in the agency management tools and discounts category. ePayPolicy was developed by insurance professionals specifically for the insurance industry. The platform enables independent insurance agencies and
- [Paradiso Presents: Now Playing In A City Near You](https://epaypolicy.com/blog/paradiso-presents-now-playing-in-a-city-near-you/) - “The only way to get better is to surround yourself with better people.” Since that quote is attributed to ‘Anonymous’ I feel justified in adding “… and better practices and better technologies.” There. Now it’s relevant to our industry. You may already know that ePayPolicy is about constant improvement. We’re always looking to discover and hang
- [The World’s Largest Gathering of Insurance Pros](https://epaypolicy.com/blog/applied-net-2019/) - Applied Net is known as the world’s largest gathering of insurance professionals. This year’s conference will be held on October 14 – 19 at the Aria in Las Vegas, Nevada. If you haven’t yet set a reminder to stop by the ePayPolicy booth be sure to do so! This year we went BIG and have
- [IIAB Arizona Favors ePayPolicy Payment Processing](https://epaypolicy.com/blog/iiabaz-names-epaypolicy-as-their-preferred-vendor-for-payment-processing/) - AUSTIN, Texas, September 27, 2019 – ePayPolicy has recently contracted with Independent Insurance Agents and Brokers of Arizona (IIABAZ) to offer digital payment processing to the association’s 350+ members at a special members-only rate. The partnership offers Arizona’s independent P&C agents and brokers the ability to accept credit card and ACH payments online instead of
- [Missouri Association of Insurance Agents endorses ePayPolicy](https://epaypolicy.com/blog/the-missouri-association-of-insurance-agents-maia-recommends-epaypolicy-to-its-500-members/) - AUSTIN, Texas, October 8, 2019 – The Missouri Association of Insurance Agents (MAIA) has named ePayPolicy as its preferred provider for electronic payment processing. The endorsement means MAIA members will have access to an industry-exclusive platform to accept credit card and ACH payments online, with transaction fees passed on to the payer. This endorsement brings
- [IIARI Endorses ePayPolicy for Digital Payment Processing](https://epaypolicy.com/blog/independent-insurance-agents-of-rhode-island-endorses-epaypolicy-for-digital-payment-processing/) - AUSTIN, Texas, October 10, 2019 – ePayPolicy has been named as the approved payment processing provider by the Independent Insurance Agents of Rhode Island (IIARI). The company joins a select group of vendors endorsed by IIARI to provide agency services to its members. IIARI Executive Vice President Mark Male commented: “A central part of our
- [Finding The Perfect Payment Processor For Your Agency](https://epaypolicy.com/blog/finding-the-perfect-payment-processor-for-your-insurance-agency/) - “It’s not us, it’s you.” Several insurance agents that use large payment processors (operate in multiple verticals) have reported being kicked off their payment processor, with no other explanation than “our product is not a good fit for your industry.” Well, their loss is potentially your gain. We can’t tell you exactly why these companies
- [A New Type of Giving This Season](https://epaypolicy.com/blog/a-new-type-of-giving-this-season/) - Not your average haircut As we approach the season of giving you may be wondering what you can do to help someone in need, but a haircut may not come to mind for most of us. Last week, our sales trainer, Keith Langtry, went in for a haircut, but this time his hair wouldn’t just
- [Jumping on the Agency Re-branding Bandwagon?](https://epaypolicy.com/blog/looking-to-jump-on-the-re-branding-bandwagon/) - When Should You Rebrand Your Agency? Social networking giant, Facebook, unveiled a new logo on Monday that is meant to distinguish the parent company, Facebook, from the companies they own, Facebook, Instagram, WhatsApp and more. The new logo is a GIF that shows the word “Facebook” displaying in different colors to represent the different brands. The
- [The Real Value Of An Instagram Like For Your Agency](https://epaypolicy.com/blog/the-real-value-of-an-instagram-like/) - If No One Can See My Likes… Does My Content Really Count?Last week Instagram announced that they would be getting rid of the “likes” feature on the app for users in the U.S, in other words no one will be able to see how many likes your posts get. However, you will still be able
- [OIA Endorses ePayPolicy for Digital Payment Processing](https://epaypolicy.com/blog/ohio-insurance-agents-oia-endorses-epaypolicy-for-digital-payment-processing/) - We Welcome Ohio to Our Endorsers List AUSTIN, Texas, November 21, 2019 –Ohio Insurance Agents (OIA) has named ePayPolicy as its electronic payment processor partner. The partnership offers OIA members a special signup offer on ePayPolicy services, which enable them to improve their customer experience by accepting credit card and ACH payments online. “Independent insurance agents
- [Going Beyond The Terms and Services For Your Clients](https://epaypolicy.com/blog/going-beyond-the-terms-and-services-for-your-clients/) - Your Clients Mean the World to You and Your Agency, Be Sure They Know It! As we approach the holiday season take the time to identify your key clients and reach out to them with a handwritten note, letting them know how much you value their business and relationship. Taking five to ten minutes and
- [The Future Generation Of FinTech](https://epaypolicy.com/blog/the-future-generation-and-the-future-of-fintech/) - We had the pleasure of working with a group of students from the McCombs School of Business at the University of Texas during their recent fall semester as part of their Financial Technology (FinTech) Practicum Course. The undergraduate students were provided with a hands-on learning opportunity working with local Fintech companies in Austin that are
- [Putting Community First! with Mobile Loaves & Fishes](https://epaypolicy.com/blog/putting-community-first/) - We had the privilege and opportunity for our entire office to volunteer at Community First! Village. A staple of Mobile Loaves and Fishes, this planned community on 51 acres provides affordable and permanent housing for the disabled, chronically homeless in Central Texas. Chronic homelessness is considered anyone who has been without a home and on
- [ePayPolicy Poised for Growth with Serent Capital Investment](https://epaypolicy.com/blog/epaypolicy-poised-for-growth-spurt-with-major-investment-from-serent-capital/) - AUSTIN, Texas, January 8, 2020 – Electronic payment processing company ePayPolicy has received a significant investment from Serent Capital, a San Francisco- and Austin-based private equity firm focused on investing in high-growth technology and services businesses. ePayPolicy, an industry leader in electronic payment solutions for the independent insurance industry, will leverage the Serent funding for
- [West Virginia Association Chooses ePayPolicy As Digital Payment Processor of Choice for its Members](https://epaypolicy.com/blog/west-virginia-association-chooses-epaypolicy-as-digital-payment-processor-of-choice-for-its-members/) - AUSTIN, Texas, January 22, 2020 – ePayPolicy is proud to announce its latest state insurance association endorsement. Independent Insurance Agents of West Virginia (IIAWV) recently named ePayPolicy as the recommended payment processing provider for its member agencies. IIAWV CEO Traci Nelson explained: “Our mission is to provide members with the tools they need to serve
- [Selecting the Best Payment Processing Integration for Your Management System](https://epaypolicy.com/blog/selecting-the-best-payment-processing-integration-for-your-management-system/) - When it comes to managing your agency bill payments, simplicity and affordability are essential. Some agencies (probably you!) need a payment solution that can integrate seamlessly with your existing management system to further streamline your accounting.Beyond integration, the digital payment processor you choose should meet two other requirements: easy to use and simple to deploy.
- [Going Remote? Actions For Your Insurance Agency to Take Right Now!](https://epaypolicy.com/blog/going-remote-actions-for-your-insurance-agency-to-take-right-now/) - The foreseeable future includes social distancing, remote workforces, and grocery stores that feel apocalyptic. But it also provides the chance to build a stable business structure where your team feels prepared for productivity from anywhere. As an organization who made the “work from home” transition seamless for our entire team, we wanted to reveal the
- [Your Time is Valuable: Maximize Growth and Boost Profits for your Independent Agency](https://epaypolicy.com/blog/your-time-is-valuable-maximize-growth-and-boost-profits-for-your-independent-agency/) - Understanding The Opportunity Cost Across Your AgencyAs an independent agent, your time can be rather divided. Between processing claims, building new business and nurturing your current clientele – there is little time to grow.. How are you spending your time?When hiring support staff isn’t an option, you might have to buckle down and wear a few
- [It's Time To Build Your Brand Persona!](https://epaypolicy.com/blog/its-time-to-build-your-brand-persona/) - Building a Brand Persona – Why Not Now?It’s become a slow season for most businesses. This was unexpected, and probably not preferred, but there is a silver lining. During this period, you have the opportunity to sit and re-align on your company’s core values, and finally develop a persona that reflects them.Don’t think a Brand
- [The Indie Agents Guide to The Coronavirus Relief Options](https://epaypolicy.com/blog/indie-agents-guide-to-the-coronavirus-relief-options/) - New Options Available For Your Insurance Agency Most insurance agents and agencies could consider themselves small businesses. Thanks to the recent CARES act, signed into law by the President on Friday, March 27th, there are four new funding options available to small businesses. These are temporary but necessary programs established to support businesses affected by Coronavirus.
- [How Much Are Paper Checks Costing Your Agency?](https://epaypolicy.com/blog/the-hidden-costs-of-paper-checks-for-your-agency/) - In your office, do you send coworkers letters instead of emails? Do you hand-write invitations to meetings and deliver them to everyone’s desk? Do you post physical to-do lists on everyone’s office door? Then why would someone hand-write and mail paper checks?How Much Are Checks Costing Your Insurance Agency? In the digital age, people avoid paper
- [Automating Your Sales Process](https://epaypolicy.com/blog/automating-your-sales-process/) - Article 1 in a 6-part seriesSales automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What Is Sales Automation?Boost your sales by managing and utilizing relevant information on prospects, leads, and clients. Centralize information and streamline your workflow to increase sales efficiency and
- [Automating Your Marketing & Branding](https://epaypolicy.com/blog/automating-your-marketing/) - Article 2 in a 6-part seriesMarketing Automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What Is Marketing Automation?Generate qualified leads, craft personalized buying journeys, and interact with contacts from top to bottom of the funnel with powerful marketing tools that allow your
- [Automating Your Team Collaboration](https://epaypolicy.com/blog/automating-your-team-collaboration/) - Article 3 in a 6-part seriesTeam Collaboration is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What Is Team Collaboration?Technology to keep your team organized and productive, using tools that allow you to message, meet virtually, share projects, and more. It’s often billed as
- [Automating the Client Experience](https://epaypolicy.com/blog/automating-the-client-experience/) - Article 4 in a 6-part seriesClient Experience is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What Is Client Experience?Client experience is anything that gives your clients ease and comfort when doing business with you. Why It’s Important to Use These ToolsYou’ve worked hard to
- [Automating Your Customer Support](https://epaypolicy.com/blog/automating-your-customer-support/) - Article 5 in a 6-part seriesCustomer support automation is one of six primary categories we recommend independent insurance agencies invest in to build out their InsurTech strategy in 2020.What is Customer Support?Customer support tools engage clients and prospects through virtual assistance, enhanced personal interaction and multi-channel communication.Why It’s Important to Use These ToolsInsurance is a service
- [Automating Your Agency Management](https://epaypolicy.com/blog/automating-your-agency-management/) - Article 6 in a 6-part seriesAgency Management is the last InsurTech category in our six-part series. We hope you have enjoyed learning about the strategies for investing in InsurTech and are getting ready to enter the 2020 InsurTech Award.What is Agency Management?An insurance agency management system (AMS) organizes all aspects of your agency’s book of
- [ePayPolicy Partners with Novidea's SMART Management System](https://epaypolicy.com/blog/epaypolicy-becomes-e-payment-partner-with-novideas-new-smart-ams/) - AUSTIN, TX – June 9, 2020 – ePayPolicy now integrates with Novidea’s SMART AMS. ePayPolicy will extend e-payment capabilities to users of the cloud-based, Salesforce-powered agency management system that leverages automation and AI to help agencies scale faster and more efficiently than ever before. ePayPolicy enables independent insurance agencies to collect payments instantly via credit card
- [InsurTech Pioneers, ePayPolicy & Veruna, Ink Integration](https://epaypolicy.com/blog/two-insurtech-pioneers-epaypolicy-and-veruna-ink-integration-agreement/) - AUSTIN, TX– June 16, 2020 – ePayPolicy and Veruna have entered into a vendor-partner agreement to add the digital payment processing capabilities of ePayPolicy to the Veruna AMR, the company’s open-platform agency management system (AMS).Both companies are InsurTech pioneers, redefining how independent insurance agencies conduct business through the innovative development and application of technology, and
- [Is Your Agency's Customer Experience at Risk with Paper Payments?](https://epaypolicy.com/blog/is-your-agencys-customer-experience-at-risk-with-paper-payments/) - It’s Friday at 4:00 and you just ordered takeout from your favorite restaurant. Ideally, the ordering process was quick and easy, because your payment information was already in the system. Now, imagine instead that the restaurant would not accept your credit card and insisted you write a check. Chances are you would look for another
- [Optimizing Your Agency Tech Stack For Your New Remote Workforce](https://epaypolicy.com/blog/optimizing-your-agency-tech-stack-for-your-new-remote-workforce/) - There’s one lesson we’ll all take away from the coronavirus pandemic: remote work is here to stay. It’s a viable and even preferable way of conducting business. Why? Because it expands our productivity outside the physical office. Even with your agents and staff engaging from home during this time, your operations didn’t grind to a
- [How Generation X Affects Your Insurance Agency](https://epaypolicy.com/blog/how-gen-x-affects-your-agency/) - Generation X. You know them, even if you can’t picture them as easy as a ‘Baby Boomer’ or ‘Millennial.’ They are squeezed between those generations at home and in the workforce, and they are a massive market composed of business-owning, tech-using, money-making people with little time and careful trust. The bottom line is, Generation X
- [7 Ways to Speed Up Your Agency’s Receivables](https://epaypolicy.com/blog/speed-up-your-agencys-receivables/) - We’ve all had them. Chronic late payers. Clients who violate your payment terms can wreak havoc with your agency’s cash flow. Add to that the reality of COVID-19. It’s anything but business as usual. This makes it more important than ever to rev up your payment collection and make sure you get paid timely. You
- [Why You Should Hire an Independent Insurance Agency Consultant](https://epaypolicy.com/blog/independent-insurance-agency-consultant/) - Someone asks you what you do for a living. You answer:(a) I sell insurance. OR (b) I advise business owners on managing risk and protecting their assets. True, your agency does “sell” insurance, but behind every policy recommendation is your valuable knowledge and experience. Your clients rely on you for insurance advice because they know
- [Sell Smarter with  Insurance Agency Buyer Personas](https://epaypolicy.com/blog/sell-smarter-with-insurance-agency-buyer-personas/) - What are personas and why would my insurance agency need them? The fact is, buyer personas help you sell smarter by focusing your resources and messaging on attracting the clients you want. Buyer personas for your Insurance Agency are easy and inexpensive to create and require only your internal staff.Buyer Personas, DefinedA buyer persona is an
- [Are Paper Checks Putting Your Insureds and Agency At Risk?](https://epaypolicy.com/blog/are-paper-checks-putting-your-insureds-and-agency-at-risk/) - Why do people buy insurance? For protection. It’s ironic, then, that paying for insurance could leave them—as well as your agency—exposed. (Spoiler alert: it doesn’t have to.)We’re referring to the security risks of paper checks. The insured writes a premium check and drops it in the mail. If everything goes right, the check takes a
- [When Your Agency Goes Digital It's Not Just Your Clients Who Will Be Thanking You.](https://epaypolicy.com/blog/is-going-green-worth-the-investment-for-your-agency/) - The term “payment environment” is used a lot these days. It describes consumer preferences and trends in paying for goods and services. Notice that the phrase contains the word “environment.” It’s not by accident: paper-based billing and payments seriously impact the physical and natural environment!We touched on these environmental drawbacks in our blog post on
- [7 Cybersecurity Tips to Keep Your Agency Safe While Operating Remote](https://epaypolicy.com/blog/cybersecuritytips/) - Take the right steps to protect your agency and embrace these 7 best practices around cybersecurity plus a bonus tip that every agency should implement today.
- [The 2020 InsurTech Award Has Concluded](https://epaypolicy.com/blog/the-2020-insurtech-award-has-concluded/) - … And the results are in! The 2020 InsurTech Award, presented by ePayPolicy, closed applications at the end of September. Since the award launched in May of this year, we have been receiving applications from agencies all over the country, reviewing answers and analyzing results. This year’s competition set a new record with 165 applications!The
- [5 Tips for Attending Your Next Big I Virtual Conference and Tradeshow](https://epaypolicy.com/blog/5-tips-for-attending-your-next-big-i-virtual-conference-and-tradeshow/) - Virtual events in the insurance industry are popping up everywhere. They provide insurance agents, like yourself, the opportunity to receive timely advice, network with peers, and stay up to date with the industry’s newest trends and technologies, all with one added benefit: you can attend from anywhere. This means it’s easier than ever to access
- [Insurance Agents Make BIG Investment In Tech - 2020 InsurTech Award Recap](https://epaypolicy.com/blog/2020-insurtech-award-statistics-and-data/) - The 2020 InsurTech Award, presented by ePayPolicy, closed applications at the end of September. The award launched in May and received applications from 165 agencies across the country. This annual competition aims to recognize independent agencies that are going above and beyond to implement InsurTech solutions into their business.We produced a two-page report highlighting topline
- [How Bryan Insurance Transformed the User Payment Experience](https://epaypolicy.com/blog/how-bryan-insurance-transformed-the-user-payment-experience/) - Bryan Insurance has been putting clients first since 1921. Since 2017, that commitment includes offering clients the choice to pay electronically via credit card or ACH.Planning For The FutureTommy Dies, CEO, CFO said it was not client demand that drove the decision. Very few clients were asking for a digital payment option. But Tommy saw
- [5 LinkedIn Advertising Mistakes to Avoid](https://epaypolicy.com/blog/5-linkedin-advertising-mistakes-to-avoid/) - Why You Should Advertise on LinkedInLinkedIn advertising is an exceptional opportunity that many agency owners overlook. Independent agents, like yourself, often use LinkedIn to showcase their expertise. The thing is, the platform can do so much more.By embracing LinkedIn advertising tools, you can connect with a broad audience brimming with all kinds of professionals and
- [2020 InsurTech Award Winners](https://epaypolicy.com/blog/2020-insurtech-award-winners/) - We’re excited to share the results of the 2020 InsurTech Award presented by ePayPolicy. A record-shattering 165 agencies entered, representing a diversity of agency sizes and locations. Each entrant received an ITA (InsurTech Adoption) score report. ITA scores assess the use of technology in six specific areas: sales, marketing, team collaboration, client experience, customer support,
- [5 Essential Slack Channels for Every Team](https://epaypolicy.com/blog/5-essential-slack-channels-for-every-team/) - With many companies moving to a hybrid remote workforce, Slack can be an excellent tool to keep up company communications. Here are 5 Slack channels that every workspace needs.
- [How To Guide: Finding, Binding, and Delighting Young Policyholders](https://epaypolicy.com/blog/how-to-guide-finding-binding-and-delighting-young-policyholders/) - By now, your client base likely includes some young policyholders consisting of Millennials (ages 24–39) and possibly some older Gen Zers (ages 8–23). Millennials have already surpassed Baby Boomers as the largest generation, (72.1 million), with another 20 million Gen Z Americans right behind them. They are our future.Whether you’re reaching out to them as
- [Tech-savvy Alpha Direct Agency Gets Digital Payment Processing Right](https://epaypolicy.com/blog/alpha-direct-goes-digital-with-epaypolicy/) - Alpha Direct Agency doesn’t just embrace InsurTech. Technology is one of their core values: “Driven to Win with Technology”. The 17-year-old agency even offers (among other specialty lines) technology services insurance and drone liability. Licensed in 17 states, Alpha Direct Agency has offices in New York City, Raleigh and Miami, plus international presence in the
- [8 Tips for Staying Productive While Working from Home](https://epaypolicy.com/blog/8-tips-for-staying-productive-while-working-from-home/) - Today, the working from home (WFM) paradigm is undoubtedly here to stay. WFM became the new normal the moment COVID-19 entered our lives, and many independent agents in the insurance industry have since discovered its virtues. If you want to stay productive when you work from home long-term, you need to make sure that your
- [5 Ways to Speed Up Your Receivables with ePayPolicy](https://epaypolicy.com/blog/speed-up-your-receivables-with-epaypolicy/) - I’ve never heard an insurance agency say, “We really need to slow down receivables.” Have you? Of course not. Your cash flow depends on prompt client payment. Ultimately, speeding up receivables hinges on changing client behavior. Today I’ll share five tips to get paid faster, and how ePayPolicy can help.Accepting digital payments is a giant first
- [Mavon Makes Switch To Insurance Centric Digital Payment Processor](https://epaypolicy.com/blog/mavon-makes-switch-to-insurance-centric-payment-processor/) - Mavon Insurance is a managing general agent (MGA) based in Hinsdale, a suburb of Chicago. Mavon serves agents across the country, offering an eclectic mix of standard and specialty lines and insurance programs through esteemed carrier partners. Accounting Manager Jennifer Riter talked candidly about the firm’s technology journey. She says that Mavon likes to stay up-to-date
- [Jumpstart Success: How to Crush Your 2021 Goals](https://epaypolicy.com/blog/jumpstart-success-how-to-crush-your-2021-goals/) - The new year is classically a time when independent agents, like yourself, look to the future. Goal setting is typically a part of the equation.Whether you call them New Year’s resolutions, career goals, strategic objectives, or anything else doesn’t matter; the purpose is the same. It’s all about identifying where you want to go and
- [6 Reasons Why Brokerages Need A Strong Website](https://epaypolicy.com/blog/6-reasons-why-brokerages-need-a-strong-website/) - Standing out as a brokerage can be surprisingly challenging. While you may not think that your website is a crucial part of that equation, that genuinely isn’t the case.To put it simply, without a strong website for your brokerage, you are missing out on opportunities. If you are wondering why having an exceptional site matters,
- [7 Ways to Speed Up Your Brokerage’s Receivables](https://epaypolicy.com/blog/7-ways-to-speed-up-your-brokerages-receivables/) - We’ve all had them. Chronic late payers. Clients who violate your payment terms can wreak havoc with your brokerage’s cash flow. Add to that the reality of COVID-19. It’s anything but business as usual. This makes it more important than ever to rev up your payment collection and make sure you get paid timely. You
- [5 Cybersecurity Tips To Keep Your Brokerage Safe While Operating Remote](https://epaypolicy.com/blog/5-cybersecurity-tips-to-keep-your-brokerage-safe-while-operating-remote/) - In many ways, technology is a boon for the insurance industry. It has allowed brokers to continue providing coverage to their clients as brokerages have adopted a new hybrid remote work strategy. But with technology comes risk. Ne’er-do-wells are lurking behind every virtual corner. And, without proper security awareness and the right data protection strategy, you
- [How Digitalization Can Reduce Costs for Brokerage](https://epaypolicy.com/blog/how-digitalization-can-reduce-costs-for-brokerage/) - The world of insurance is incredibly traditional. At times, this is a good thing. Independent brokerages believe in the personal touch, forging deep, lasting relationships with clients. But, in other ways, relying on what’s tried and true is a hindrance, especially when it involves a lack of digitalization.Many brokerages are slow to incorporate new technologies.
- [Updating Your Tech Stack for 2021](https://epaypolicy.com/blog/updating-your-tech-stack-for-2021-2/) - Today, technology is at the heart of nearly every insurance brokerage. Brokers rely heavily on a range of systems, allowing them to organize operations, manage client data, attract new customers, and work more efficiently.While your current technology may have served you well in the past, new advances emerge seemingly every day. If you don’t update
- [Updating Your Tech Stack for 2021](https://epaypolicy.com/blog/updating-your-tech-stack-for-2021/) - Today, technology is at the heart of nearly every insurance agency. Independent agents rely heavily on a range of systems, allowing them to organize operations, manage client data, attract new customers, and work more efficiently.While your current technology may have served you well in the past, new advances emerge seemingly every day. If you don’t
- [5 Creative Ways to Connect with Leads](https://epaypolicy.com/blog/5-creative-ways-to-connect-with-leads/) - As an independent agent, you’re always on the hunt for new leads. But lead generation can be surprisingly tricky. Many of the classic techniques are a bit tired. They won’t help your small insurance agency stand out from the competition, causing you to miss out on potential new clients.Luckily, by using some creative approaches, you
- [Tech Evangelist Stephanie Beninati Describes ePayPolicy in Two Words](https://epaypolicy.com/blog/tech-evangelist-describes-epaypolicy-as-so-easy/) - Strategic Insurance Services (SIS) is a woman-owned agency specializing in industry-specific insurance and hard to place risk. Based in Denver, SIS is licensed in 18 states. Broker/owner Stephanie Beninati says she’s been trying to implement processes and technology “from day one.” But finding solutions for SIS hasn’t been easy. “We do construction and excess and
- [Features Feature: AutoPay and Recurring Payments](https://epaypolicy.com/blog/autopay-and-recurring-payments/) - ePayPolicy offers two features that make payment a “set it, and forget it” proposition for those paying you. We get a lot of questions about the difference between AutoPay and Recurring Payments. Here’s a quick overview to take the mystery out of these convenient features:Recurring PaymentsRecurring payments are available with our Custom Payment Page subscription.
- [Arizona Agency Values the Simplicity of ePayPolicy](https://epaypolicy.com/blog/arizona-agency-values-epaypolicy/) - Dick Gufstason founded Dickson Insurance in Mesa, Arizona in 1995. Today it is run by Dick’s sons Simon and Jake, who took the reins in 2010. Jake started with the agency in 1998, specializing in trucking insurance. He then branched out, now also selling personal lines and managing the agency’s accounting functions.Jake says Dickson has
- [How Independent Agents Can Communicate with Today’s Digital Consumers](https://epaypolicy.com/blog/digital-tools-to-improve-client-communication/) - Leveraging digital tools like social media, email, SMS marketing, and webpage chatbots can help independent insurance agents improve the customer experience.
- [Big Sky Underwriters: An Early Adopter of Digital Payments](https://epaypolicy.com/blog/big-sky-and-epaypolicy/) - Todd Stoudt has been with Big Sky since 2018, but his history with ePayPolicy goes back to his previous job. They had ePayPolicy at his Hull & Company agency in Pennsylvania. When Todd was offered the Accounting Lead position at Big Sky, he thought digital payments/ePayPolicy would be something new he could bring to the
- [ePayPolicy Helps Boutique Agency LEGISequine Boost AR](https://epaypolicy.com/blog/legisequine-boosts-ar-with-epaypolicy/) - “Horsemen Insuring Horsemen.” That’s the motto of Burbank, California-based LEGISequine. LEGIS agents and staff are passionate about horses, each bringing firsthand experience owning, showing, training, officiating and/or managing equine events. They also have highly specialized insurance knowledge. If it’s a risk associated with a horse or horse business, LEGIS insures it.Operations Manager Sarah Rajoy shares
- [6 Reasons Why Independent Agencies Need a Strong Website](https://epaypolicy.com/blog/6-reasons-why-independent-agencies-need-a-strong-website/) - Insurance agencies need websites because having an online presence builds trust, explains services, and helps customers find and choose you over competitors.
- [Service-Driven Agency Takes on Digital Payments](https://epaypolicy.com/blog/specialty-risk-implements-digital-payments/) - Specialty Risk Insurance is a customer service-driven agency with three offices in Missouri, as well as an office in Oklahoma and Texas. They are proud to live in the industries they serve which gives them a unique edge when understanding specific policies and products. Specialty Risk is a full-service agency—insuring everything from agribusiness, construction, livestock,
- [Which ePayPolicy Payment Page is Right for You?](https://epaypolicy.com/blog/which-epaypolicy-payment-page-is-right-for-you/) - Whether you’re new to ePayPolicy or already a client, you may not know that ePayPolicy offers three levels of subscription: basic, custom and integrated. Naturally, the payment page is a central feature (and benefit) of each subscription. The one that’s right for you depends on the level of convenience and functionality you desire.Basic Payment PageThis
- [Life in the Fast Lane with Patriotic Insurance Group](https://epaypolicy.com/blog/life-in-the-fast-lane-with-patriotic-insurance-group/) - Rob Bowen likes to get things done right — and done fast. A veteran of the Navy and Fortune 500 financial services companies, Rob founded Patriotic Insurance Group in 2014. By emphasizing service, integrity, accuracy and efficiency, he’s built Patriotic Insurance Group into a beautiful (his term) company in a relatively short time. The agency helps clients
- [How Digitalization Can Reduce Costs for Agencies](https://epaypolicy.com/blog/digitalization-in-insurance/) - The world of insurance is incredibly traditional. At times, this is a good thing. Independent agencies believe in the personal touch, forging deep, lasting relationships with clients. But, in other ways, relying on what’s tried and true is a hindrance, especially when it involves a lack of digitalization.Many independent agencies are slow to incorporate new
- [How Hummel Group Became the First ePayPolicy - AMS360 Integration](https://epaypolicy.com/blog/how-hummel-group-became-the-first-epaypolicy-ams360-integration/) - Hummel Group, Inc. is a regional insurance agency with six offices in Ohio and one in Indiana. The agency offers commercial and personal lines of insurance, health and employee benefits and financial planning and wealth management services. In the commercial insurance sector, the agency writes many lines of business, with specialties in niche markets.The agency
- [Brown & Brown Makes a Customer-Centric Decision](https://epaypolicy.com/blog/brown-brown-makes-a-customer-centric-decision/) - Kelton Robinson was new to the insurance industry when he joined Brown & Brown in 2018. He immediately looked for new ways to modernize the agency and knew that enabling payments online was one of the first steps.At the time, not many Brown & Brown offices offered digital payment options, but those that did recommended
- [New Specialty MGA is Tech-driven and Open for Business](https://epaypolicy.com/blog/new-specialty-mga-is-tech-driven-and-open-for-business/) - Dan Marzouk is launching a K2 Insurance unit to handle the nuanced coverage needs of vehicle service garages and dealers. “We are focused on a better way to do things,” he says. “K2 Specialty insurance provides exceptional service and excellent technical assistance. The company has significant infrastructure and several units have implemented ePayPolicy into their
- [Vertafore Canada Orange Partner Program Endorses ePayPolicy](https://epaypolicy.com/blog/vertafore-canada-orange-partner-program-partners-with-epaypolicy/) - MONTREAL, Sept. 14, 2021 /CNW/ -- Vertafore® Canada, a leader in modern insurance technology, today announced the launch of the Vertafore Canada Orange Partner Program, providing Canadian brokers the opportunity to take advantage of high-quality, pre-built integrations with strategic third-party technology providers. The program allows brokers to further optimize their processes and enhance the digital experience they offer their customers.
- [5 Benefits of ePayPolicy Over General Payment Processors](https://epaypolicy.com/blog/5-benefits-of-epaypolicy-over-general-payment-processors/) - Congratulations! You’ve made the decision to offer digital payments and (fingers crossed) wean your clients off checkwriting forever. It should be easy to pick a payment processor for your agency, MGA or premium finance company — right? Of course, we think it’s a no-brainer. But many of our clients come to us after starting out with
- [Michigan Agency Binds Policies Faster with ePayPolicy](https://epaypolicy.com/blog/michigan-agency-binds-policies-faster/) - Based in Grosse Pointe Michigan, Noel Selewski Agency, Inc. has been in business since 1979 and is licensed in 47 states. They offer personal and commercial lines, specializing in investment properties.Kevin Jenkins, the firm’s lead agent, and Paula Rausch, operations manager, shared how ePayPolicy is working for the agency and their clients.In 18 years at
- [5 Best Practices for Promoting Your Payment Page](https://epaypolicy.com/blog/best-practices-for-promoting-your-payment-page/) - “If you build it, they will come.” That worked for Kevin Costner, but for the rest of us, there’s one more step – promote it.We’ve been helping our clients (insurance agencies, MGAs/brokers and specialty finance companies) promote digital payments for insureds for years. And we want it to be just as easy for our customers
- [ICI Sums up ePayPolicy in One Word: Simplicity](https://epaypolicy.com/blog/ici-sums-up-epaypolicy-in-one-word/) - ICI Insurance has been serving Kansas families and businesses since 1885. Licensed in 48 states, ICI has 48 employees in six locations. The agency started accepting digital payments in May 2019. Director of finance, Megan McNary, explains: “We wanted to offer clients ease and convenience. We didn’t have a lot of folks asking for it,
- [Updating Your Tech Stack for 2022](https://epaypolicy.com/blog/updating-your-tech-stack-for-2022/) - Today, technology is at the heart of nearly every insurance agency. Independent agents rely heavily on a range of systems, allowing them to organize operations, manage client data, attract new customers, and work more efficiently.While your current technology may have served you well in the past, new advances emerge seemingly every day. If you don’t
- [Built In Honors ePayPolicy in Its 2022 Best Places To Work Awards](https://epaypolicy.com/blog/epaypolicy-best-places-to-work-2022/) - Austin, TX 2022 — Built In announced that ePayPolicy was honored in its 2022 Best Places To Work Awards. Specifically, ePayPolicy earned a place on 50 Best Small Companies to Work for in Austin. The annual awards program includes companies of all sizes, from startups to those in the enterprise, and honors both remote-first employers as well
- [How to Crush Your Goals in 2022](https://epaypolicy.com/blog/how-to-crush-your-goals-in-2022/) - The new year is upon us. It’s a time where independent agents, like yourself, set their sights on the future. Strategic goal-setting is typically the name of the game, allowing agents to focus their efforts in the right direction.The issue is, you can’t just set new goals and hope for the best. Instead, you need
- [10 Insurance Industry Predictions for 2022](https://epaypolicy.com/blog/10-insurance-industry-predictions-for-2022/) - As the new year gets underway, we begin to see trends emerge in the world of insurance. By understanding what is likely on the horizon, insurance professionals have a chance to prepare and adapt, ensuring they’re in the best position to thrive.If you want to make sure you’re ready for what’s to come, here are
- [ePayPolicy Helps Increase Quote-to-Bind Ratio (Among Other Pluses)](https://epaypolicy.com/blog/epaypolicy-helps-increase-quote-to-bind-ratio-among-other-pluses/) - Coast General Insurance Brokers provides commercial lines and employee benefits coverage for California business owners. Niche industries include attorneys, contractors, food services, and truckers. Director of Operations/Senior Account Manager Angelina Lopez says: “We’re here to make their lives easier.”One way they make things easier is offering payment options. The agency has been accepting credit cards
- [7 Reasons Why It’s Time to Replace Your Merchant Services Account](https://epaypolicy.com/blog/merchant-services-account-vs-epaypolicy/) - Merchant services accounts have long been a norm for insurance payments. But with more clients paying digitally than ever - 71% of CFO’s reported an increase during the pandemic - it might be time to consider a specialized, insurance-built solution to replace your merchant account.
- [Building an Effective Local Marketing Strategy for your Agency](https://epaypolicy.com/blog/building-an-effective-local-marketing-strategy-for-your-agency/) - Quick disclosure – While our team has used most of the tools mentioned below, this isn’t referral content and none of these links have incentives for us. We’re simply sharing affordable or free tools and tactics that have proven to be effective.Modern marketing can be overwhelming, especially for those who manage a smaller budget and
- [SeibertKeck Makes “Easy” a Client Value Proposition](https://epaypolicy.com/blog/seibertkeck-makes-easy-a-client-value-proposition/) - SeibertKeck is on a mission to change the insurance buying experience. The 100+ year-old, Akron-based agency offers personal and business lines, employee benefits, bonding and professional liability coverage through 17 offices. EVP of Sales & Operations Tim Able says: “There’s a perception that insurance is hard. We constantly look for ways to make the client
- [How to Convert Leads and Attract Traffic Through Your Website Design](https://epaypolicy.com/blog/insurance-website-design-best-practices/) - This article was written by Joel Zwicker, Evangelist, Agency Revolution
- [Customization is King at This Insurance Firm](https://epaypolicy.com/blog/customization-king-at-this-insurance-firm/) - Universal Insurance Programs (UIP) has been using ePayPolicy for three years. According to Business Operations Manager Edin Nadarevic, their primary motivation was to streamline internal processes. He says, “We did collect electronic payments, but it was done manually in-house. We know that checks will never go away entirely. The reason why we decided to use
- [Simpler, Better Plans for Our Customers](https://epaypolicy.com/blog/simpler-better-plans/) - Existing customers who have been with ePay for years may notice a change to our plans. We slimmed down from 3 plans (Basic, Custom and Integrated) to 2, and we simplified the pricing for both.Why the Change?It’s not lost on us that our customers pay a monthly fee to access the benefits that our online
- [This PFC Keeps Growing with Digital Payments](https://epaypolicy.com/blog/this-pfc-started-and-keeps-growing-with-digital-payments/) - Agile Premium Finance (Agile) is one of our longest-running partners and in many ways we have grown up together. Agile has been offering digital payments through ePayPolicy since their founding in 2017. President & COO Bob Przespolewski describes the relationship this way: “We’ve grown together to provide our customers an easy and convenient tool to
- [InsurTech Tools for Every Business Category](https://epaypolicy.com/blog/insurtech-tools-for-every-business-category/) - The last decade has brought major technology changes for the insurance industry, and behaviors have changed in an industry that was previously labeled “old-fashioned.”Insurance companies are investing in tools to stay efficient, competitive, and modern. In this blog, we’re outlining four categories that have seen an increase in investment, with examples of popular insurtech tools
- [Digitize Payments to Increase Customer Satisfaction…and More](https://epaypolicy.com/blog/digitize-payments-to-increase-customer-satisfaction/) - The trend is clear. People today prefer to pay digitally. That includes everything from Amazon purchases to their monthly utility bill – and yes, their insurance premiums! While there are still a few diehard check writers out there, digital transformation is here to stay. The Many Benefits of Digital Payments Customer convenience is often cited
- [CS&A Insurance Gets Paid Lightning Fast with ePayPolicy](https://epaypolicy.com/blog/csa-insurance-gets-paid-lightning-fast/) - Accounting Director Carrie Davis describes how her agency came to offer digital payments. Several CS&A clients had been asking about paying their premiums with a credit card. She looked into options through their AMS vendor. But it seemed complicated and expensive and “not something we wanted to deal with.”Then, one of their agents got introduced
- [ePayPolicy ranked #1256 in 2022 Inc. 5000](https://epaypolicy.com/blog/epaypolicy-ranked-1256-in-2022-inc-5000/) - Austin, TX Aug 16, 2022- Inc. magazine revealed today that ePayPolicy is No. 1256 on its annual Inc. 5000 list, one of the most prestigious and well-known rankings of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment— its independent small
- [Introducing: CheckMate](https://epaypolicy.com/blog/introducing-checkmate/) - We had to change our mission. And get rid of a dinosaur. When ePay began, our website boldly claimed that we were “on a mission to replace paper checks for all agency billing.” We commissioned a local mural artist to design a massive mural in our office, featuring a giant Godzilla-esque dinosaur burning paper checks
- [Should You Integrate?](https://epaypolicy.com/blog/should-insurers-integrate-payment-systems/) - Wondering if an insurance payment system integration is right for your agency? The answer is yes—especially if you're processing 10 or more payments per month.
- [Agency Bill or Direct Bill: It Pays to Prepare for Both](https://epaypolicy.com/blog/agency-bill-or-direct-bill/) - Are you launching a new agency? Are you a brokerage expanding into new lines? Or are you simply looking for ways to bind policies, get paid, and/or move funds across the industry faster? A key consideration is how your policies are billed. Let’s quickly review the basics: Direct bill means the insurance carrier bills the
- [4 Ways Insurance Companies Can Prepare for a Recession](https://epaypolicy.com/blog/4-ways-to-prepare-for-a-recession/) - The U.S. is now experiencing soaring inflation, supply chain disruptions and geopolitical crises — indicators that the economy is heading for a recession. What can insurance companies do to prepare?
- [How to Tell Your Insurance Agency Story](https://epaypolicy.com/blog/how-to-tell-agency-story-marketing/) - The U.S. is now experiencing soaring inflation, supply chain disruptions and geopolitical crises — indicators that the economy is heading for a recession. What can insurance companies do to prepare?
- [How Libke Insurance Stays Ahead of the Digital Curve](https://epaypolicy.com/blog/libke-insurance-makes-the-switch/) - The agency had been using Simply Easier Payments for about 3 years when they switched over to ePayPolicy in 2017. ePayPolicy had a more professional look, especially because they were able to use their branding on their payment page.
- [Alabama Independent Insurance Agents, Inc. Endorses ePayPolicy as Digital Payments Processor of Choice](https://epaypolicy.com/blog/aiia-endorses-epaypolicy/) - (Birmingham, Alabama– AIIA) ePayPolicy is proud to announce its 41st state insurance association endorsement. Alabama Independent Insurance Agents, Inc. / AIIA recently named ePayPolicy as their recommended payment processing provider for its member agencies.“The Alabama Big I is excited to partner with ePayPolicy for a new member service,” says AIIA Executive Vice President Bill Jacka,
- [ePayPolicy Celebrates Positive Company Culture with Four 2022 Comparably Awards](https://epaypolicy.com/blog/2022-comparably-awards/) - AUSTIN, TX - ePayPolicy, the insurance industry’s most popular payments platform, announced today four awards that highlight company culture and leadership. The recognition comes from the workplace site Comparably, where ePayPolicy was selected from tens of thousands of companies, winning awards for Best Company Culture, Best CEO, Best Company for Women and Best Company for
- [eBook: How Technology is Changing Insurance in 2023 [Free Download]](https://epaypolicy.com/blog/ebook-how-technology-is-changing-insurance-in-2023/) - What are insurtech leaders focusing on in 2023? The insurance leaders that can most quickly and effectively transform their processes will become more efficient and will be able to offer their customers the experiences they want and are asking for. This moves the burden to you, as leaders, to future-proof your insurance technology, promoting business
- [Riskguard Insurance Solutions Goes “Full Digital” with ePayPolicy](https://epaypolicy.com/blog/riskguard-insurance-goes-full-digital/) - Riskguard Insurance used to have two digital payment solutions: one for ACH payments and another for credit card payments. Not ideal, to say the least. Last year, they switched to ePayPolicy. Check out our newest blog where CEO Irene Herman explains what a game-changer ePay has been to the company and their clients.
- [ePayPolicy Wins Built In Austin's 2023 Best Places to Work Award](https://epaypolicy.com/blog/epaypolicy-built-in-austin-award-2023/) - Built In announced that ePayPolicy was honored in its 2023 Best Places To Work Awards. The annual awards program includes companies of all sizes, from startups to those in the enterprise, and honors both remote-first employers as well as companies in large tech markets across the U.S. “It’s always an honor to receive recognition like
- [WeSignature and ePayPolicy Launch Insurance eSignature Integration](https://epaypolicy.com/blog/wesignature-and-epaypolicy-launch-insurance-esignature-integration/) - Austin, Texas, January 24, 2023 – WeSignature today announced a partnership with ePayPolicy, a market-leading payments platform for the insurance industry. ePayPolicy will be integrated with WeSignature, enabling WeSignature’s customers with access to robust payment processing capabilities.ePayPolicy provides an easy-to-use, end-to-end solution that allows carriers, retail agencies, MGAs, and wholesale brokers to get up and
- [7 Insurance Industry Predictions for 2023](https://epaypolicy.com/blog/insurance-industry-predictions-2023/) - For the insurance industry, 2022 was a mixture of positive and negative events. On one side, premiums increased for both personal and business insurance, largely due to rising interest rates, geopolitical crises, and natural disasters. On the other hand, many insurance organizations made innovative changes to differentiate themselves and stay ahead of the curve. “We
- [Why Does PCI Compliance Matter For Your Insurance Organization?](https://epaypolicy.com/blog/why-does-pci-compliance-matter/) - PCI compliance matters for online insurance payments because it protects your customers’ data and defends your agency against fines and reputational damage.
- [The Differences Between Independent and Captive Insurance Agents](https://epaypolicy.com/blog/independent-vs-captive/) - Regardless of whether you’re a newcomer or a seasoned insurance professional, it’s important to understand the terms often used in the industry. Within the insurance space, there are two distinct types of agents: independent and captive. Each operates in different ways and have their own perks and drawbacks. In this blog, we will discuss their
- [Case Study: MGA is First to Launch Automated Check Reconciliation](https://epaypolicy.com/blog/checkmate-case-study/) - Bailey Specialty Risks, Inc. (BSR) recently launched CheckMate, our machine learning powered check reconciliation solution, becoming the first customer to utilize every ePayPolicy service. As a wholesale insurance MGA that offers professional lines, their journey with us has been unique, and it continues to broaden and deepen. An indirect route to digital paymentsBSR has been
- [Introducing: Payables Connect for Truly Automated Statement Reconciliation](https://epaypolicy.com/blog/introducing-payables-connect/) - ePayPolicy announced the release of Payables Connect, the newest innovation in their suite of insurance payment and reconciliation products. Leveraging ePay’s existing integrations and machine learning technology, Payables Connect completely automates the reconciliation, creation, and payment of due payables.
- [30 Insurance Terms You Should Know](https://epaypolicy.com/blog/insurance-terms-to-know/) - The insurance industry is an integral part of the modern economy, providing protection and peace of mind to individuals and businesses alike. With a wide variety of insurance products available, it can be overwhelming to navigate the terminology and concepts associated within the industry. That’s why we’ve put together a glossary of common insurance industry
- [How Digital Insurance Payments Can Optimize Your Business](https://epaypolicy.com/blog/digital-payments-optimization/) - A lot of people seem to have the misconception that implementing a digital payment option for their business is a big undertaking. In reality, not only can the process be easy, but it can also greatly enhance the customer experience. More and more consumers now have the expectation of being able to pay for services
- [New Product - Finance Connect](https://epaypolicy.com/blog/new-product-finance-connect/) - We’re thrilled to announce the addition of Finance Connect to our suite of insurance payment and reconciliation products for insurance companies. Finance Connect enables insurance companies to offer premium financing options – with their existing premium finance partners – at the point of online checkout for their insured customers.“Premium financing is essential in our industry
- [5 Benefits of Offering Insurance Premium Financing](https://epaypolicy.com/blog/benefits-of-premium-financing/) - Insurers who offer premium financing see benefits including increased customer retention, improved cash flow, and diversified revenue streams.
- [5 Ways to Speed Up Your Receivables with ePayPolicy](https://epaypolicy.com/blog/5-ways-to-speed-up-your-receivables/) - Your cash flow depends on prompt client payment. Ultimately, speeding up receivables hinges on changing client behavior. Today I’ll share five tips to get paid faster, and how ePayPolicy can help.Accepting digital payments is a giant first step. But I want to make sure you’re aware of all the features ePayPolicy offers to turbocharge your payment
- [Referral Programs: Unlocking Benefits and Boosting Business Growth](https://epaypolicy.com/blog/referral-programs-unlocking-benefits/) - In today’s competitive market, businesses are constantly searching for effective strategies to attract new customers and expand their reach. One approach that has proven to be highly successful is the use of referral programs. By harnessing the power of satisfied customers and incentivizing them to refer friends and family, referral programs can yield substantial benefits
- [Small Steps, Big Impact: Affordable Tech Solutions for Insurance Companies](https://epaypolicy.com/blog/affordable-tech-for-insurance/) - Historically, the insurance industry has been known as more traditional and outdated when it comes to technology. However, with the covid pandemic, the rise of insurtech tools, and a more tech-savvy employee and customer base, insurance companies are adopting new ways of doing business. According to a McKinsey report, venture capital investments for insurtech surpassed
- [ePayPolicy ranked #1565 in 2023 Inc. 5000](https://epaypolicy.com/blog/epaypolicy-ranked-1565-in-2023-inc-5000/) - Austin, TX Aug 16, 2023- Inc. magazine announced that ePayPolicy is No. 1565 on its annual Inc. 5000 list, one of the most well-known rankings of the nation’s fastest-growing private companies. The ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. Chobani, Under Armour, Microsoft,
- [The Myths of Check Payment Security](https://epaypolicy.com/blog/myths-of-check-payments/) - Paying by check isn’t foolproof. Learn the disadvantages of insurance check payments and discover why it’s time to move to a safer, digital alternative.
- [CheckMate Changes Checks for BSR](https://epaypolicy.com/blog/checkmate-changes-checks-for-bsr/) - Download Case Study Microplastics. The smell in the break room when someone microwaves salmon. Paper checks. Some things linger, despite our hopes otherwise. And so, we adapt. The inefficiencies of paper check payments drove ePayPolicy’s founders to create their core platform for online payments 8 years ago. They saw how most other industries took payments,
- [Case Study: How a Top 10 Broker Reduced Check Processing Overhead by Over 50%](https://epaypolicy.com/blog/case-study-how-a-top-10-broker-reduced-check-processing-overhead-by-over-50/) - Case Study: When this Top 10 Broker engaged with ePayPolicy to streamline and automate their check reconciliation process, they didn't know how powerful the results could be.
- [Winning in a Hard Market: How Agents Can Adapt to Challenging Times](https://epaypolicy.com/blog/winning-in-a-hard-market/) - Change is accelerating all around us, possibly at a faster pace than in any period in history. Climate change, rising interest rates, and effects from the covid pandemic are propelling companies to transform their business models and offerings. The insurance sector is no exception. In reality, these factors might serve as the catalyst that triggers
- [Strategic Independent Agents Alliance (SIAA) Names ePayPolicy as a Preferred Vendor of Digital Payments for Members](https://epaypolicy.com/blog/siaa/) - Austin, Texas – ePayPolicy- ePayPolicy is proud to announce that Strategic Independent Agents Alliance/SIAA has named ePayPolicy as a preferred vendor for digital payments “We love ePayPolicy – they have been a game changer for our Alliance and our member agencies for payment processing,” said Tony Veteto of Tague, an SIAA Master Agency. “The user
- [ePayPolicy's Year in Review: More Than Just Payments](https://epaypolicy.com/blog/2023-year-in-review/) - Faster, easier online payments help insurance companies save hours of back and forth. But alongside the rapid pace of digital payment adoption, insurance companies of all sizes have been impacted by rising interest rates, talent shortages and high premiums over the last 2-3 years. This “hard market” has companies looking at their core processes to
- [ePayPolicy Wins Two Company Culture Comparably Awards in 2023](https://epaypolicy.com/blog/epaypolicy-wins-two-company-culture-comparably-awards-in-2023/) - AUSTIN, TX - ePayPolicy, the insurance industry’s most popular payments platform, announced today two awards that highlight company culture and leadership. The recognition comes from the workplace site Comparably, where ePayPolicy was selected from tens of thousands of companies, winning awards for Best Company Culture and Best CEO. Comparably Awards are derived from sentiment ratings
- [​​Built In Honors ePayPolicy in 2024 Best Places To Work Awards](https://epaypolicy.com/blog/built-in-honors-epaypolicy-in-2024-best-places-to-work-awards/) - Built In today announced that ePayPolicy was honored in its 2024 Best Places To Work Awards. ePayPolicy earned a place on 3 award lists in Austin – Best Startups to Work For (U.S), Best Startups to Work For (Austin), and Best Places to Work (Austin). This was ePayPolicy’s 3rd consecutive year on the list. The annual
- [Finance Connect: "Buy Now, Pay Later" for Insurance](https://epaypolicy.com/blog/finance-connect-buy-now-pay-later-for-insurance/) - Since the start of the COVID-19 pandemic, e-commerce customers have grown increasingly familiar with “Buy Now, Pay Later” (BNPL) options at checkout – the modern equivalent of installment plans. Companies like Affirm and Klarna have become globally recognized brands, as a surge in online shopping coupled with low interest rates helped the top 5 lenders
- [Cogitate Announces Integration with ePayPolicy to Expand Premium Payment Options](https://epaypolicy.com/blog/cogitate-announces-integration-with-epaypolicy/) - Cogitate Technology Solutions announces its partnership with ePayPolicy to offer policyholders the flexibility and convenience to pay by method of choice.
- [2024 Insurance Industry Outlook](https://epaypolicy.com/blog/2024-insurance-outlook/) - The insurance industry in 2024 stands at the precipice of transformation. Embracing technology, fostering strategic collaborations, prioritizing customer-centricity, and championing inclusivity will be key for success.
- [ePayPolicy Wraps Up 2023 With Winning Multiple Badges from Gartner Digital Markets](https://epaypolicy.com/blog/2023-badges-from-gartner/) - ePayPolicy is thrilled to announce that we have been recognized as an impactful software solution for insurance organizations by Gartner Digital Markets. We are proud to serve the insurance industry in the best way possible, allowing companies to collect and send payments online to speed up receivables and streamline their operations.ePayPolicy has been recognized in
- [How to Choose a Payment Processor for Your Insurance Organization](https://epaypolicy.com/blog/how-to-choose-a-payment-processor/) - Choosing the right insurance payment processing solution is a critical decision for agencies and carriers alike. It affects everything from operational efficiency and compliance to customer satisfaction and cash flow.Rather than settling for a generic solution, insurance companies should look for payment processing systems designed specifically for the insurance industry. Choose an insurance payment processor
- [White Paper: 8 Reasons To Consider a New Insurance Payments Processor](https://epaypolicy.com/blog/white-paper-8-reasons-to-consider-a-new-insurance-payments-processor/) - Case Study: Download this white paper: 8 Reasons to consider a new insurance payments provider.
- [Diversifying Insurance Offerings: Securing Future Growth](https://epaypolicy.com/blog/diversifying-insurance-offerings/) - In an ever-evolving landscape of risks and uncertainties, insurance companies face the pressing need to re-evaluate their value propositions to ensure long-term profitability and sustainability. As traditional models of insurance become increasingly challenged by emerging risks and changing consumer expectations, companies must adapt by expanding their coverage options and venturing into new markets. The Need for
- [AFCO Direct Partners to Make Financing Easier for Insurance Industry](https://epaypolicy.com/blog/afco-direct-partners-to-make-financing-easier-for-insurance-industry/) - AFCO Direct is now part of ePayPolicy's Finance Connect feature, which allows insurance customers to enroll in premium financing right at checkout.
- [USPF Partners with ePayPolicy for Faster Financing for Insurance](https://epaypolicy.com/blog/uspf-partners-with-epaypolicy-for-faster-financing-for-insurance/) - US Premium Finance is now part of ePayPolicy's Finance Connect feature, which allows insurance customers to enroll in premium financing right at checkout.
- [Peoples Premium Finance Partners For Finance Connect Convenience](https://epaypolicy.com/blog/peoples-premium-finance-partners-for-finance-connect-convenience/) - Peoples Premium Finance is now part of ePayPolicy's Finance Connect feature, which allows insurance customers to enroll in premium financing right at checkout.
- [Agile Premium Finance Partners with Finance Connect](https://epaypolicy.com/blog/agile-premium-finance-partners-with-finance-connect/) - Agile Premium Finance is now part of ePayPolicy's Finance Connect feature, which allows insurance customers to enroll in premium financing right at checkout.
- [ePayPolicy now Integrated with meshVI](https://epaypolicy.com/blog/epaypolicy-now-integrated-with-meshvi/) - (Charlotte, North Carolina – meshVI) Independent insurance agents, wholesalers, MGAs, insurers and program administrators using meshVI can now take advantage of a new integrated partnership with leading insurance payments solution ePayPolicy, allowing for an even more convenient and secure way for insureds to pay premiums digitally.“As the centralized platform for transportation insurance, integrating with ePayPolicy
- [Gartner Recognizes ePayPolicy as 2024 Payments Category Leader](https://epaypolicy.com/blog/gartner-recognizes-epaypolicy-as-2024-payments-category-leader/) - ePayPolicy has been recognized as a top-rated payments platform in 2024 reports from Gartner Digital Markets, receiving accolades on Capterra’s Shortlist, SoftwareAdvice’s FrontRunners, and GetApp’s Category Leaders, based on customer reviews. ePayPolicy joins other popular tools like Venmo, PayPal, Stripe and Square, as the only insurance-centric payments platform on the list. Gartner Digital Markets evaluates products
- [How to Boost Your Agency's Online Presence](https://epaypolicy.com/blog/how-to-boost-your-agencys-online-presence/) - Not long ago, insurance customers turned to the yellow pages in phone books. Today, most searches start online. If your agency isn’t ranking high on search engines, you might be missing out on valuable business.Here are some essential tips to help your insurance agency improve its online visibility and attract more customers.1. Optimize Your Website
- [How Broker RK Tongue Uses Finance Connect](https://epaypolicy.com/blog/how-insurance-brokers-uses-bnpl-premium-finance-at-checkout/) - One insurance broker has significantly streamlined its operations by leveraging Buy Now, Pay Later (BNPL) at checkout with ePayPolicy's Finance Connect feature.
- [Full HawkSoft + ePayPolicy Integration Now Live!](https://epaypolicy.com/blog/full-hawksoft-epaypolicy-integration-now-live/) - Canby, Ore [7/31/2024] –HawkSoft and ePayPolicy are announcing the anticipated release of two-way API integration to automationautomate digital payments in the insurance space. Mutual customers that use the HawkSoft Insurance Platform tomanage their agencies and ePayPolicy to facilitate digital payments from insureds can now integrate the twopowerful systems.With the new integration, agency staff will now
- [The Paper Check Problem: Why Paper Checks Persist in Insurance](https://epaypolicy.com/blog/the-paper-check-problem/) - Despite living in an era dominated by digital technology, the insurance industry remains one of the last strongholds of paper checks. This persistence of paper checks in insurance is perplexing, given the operational inefficiencies and manual reconciliation issues they introduce. Annual use of check payments for the average American has been in decline for decades, but
- [ePayPolicy Makes Inc. 5000 List for 3rd Straight Year](https://epaypolicy.com/blog/epaypolicy-makes-inc-5000-list-for-3rd-straight-year/) - Austin, TX Aug 14, 2024 – Inc. magazine announced that ePayPolicy is No. 1639 on its annual Inc. 5000 list, one of the most well-known rankings of the nation’s fastest-growing private companies. The data-driven rankings highlight successful entrepreneurial companies, and has featured companies like Microsoft, Meta, Oracle, Patagonia in previous years. This was both ePayPolicy’s
- [Check Fraud is on the Rise](https://epaypolicy.com/blog/check-fraud-is-on-the-rise/) - Upgrading to digital payment alternatives like ePayPolicy’s CheckMate can protect against insurance check fraud while improving the customer experience.
- [ePayPolicy Joins NAMIC as a Corporate Member to Drive Innovation in Insurance Payments](https://epaypolicy.com/blog/epaypolicy-joins-namic-as-a-corporate-member-to-drive-innovation-in-insurance-payments/) - ePayPolicy, the leading provider of digital payment solutions for the insurance industry, is excited to announce its membership in the National Association of Mutual Insurance Companies (NAMIC ).
- [Staying Ahead: 6 Predictions for the Insurance Landscape in 2025](https://epaypolicy.com/blog/staying-ahead-6-predictions-for-the-insurance-landscape-in-2025/) - Discover the key trends shaping the insurance industry in 2025. From real-time data and automation to AI integration and customer-centric models, learn how to adapt and thrive in this rapidly evolving landscape. Stay ahead of the curve and ensure your business is future-ready!
- [​​Built In Honors ePayPolicy in 2025 Best Places To Work Awards](https://epaypolicy.com/blog/built-in-honors-epaypolicy-in-2025-best-places-to-work-awards/) - Built In today announced that ePayPolicy was honored in its 2025 Best Places To Work Awards. ePayPolicy earned a place among 100 other mid-size companies in the Austin area, for the 4th straight year. The annual awards program includes companies of all sizes, from startups to those in the enterprise, and honors both remote-first employers
- [Checklist: 10 Payment Processor Must-Haves for Insurance Carriers](https://epaypolicy.com/blog/10-payment-processor-must-haves-for-insurance-carriers/) - Discover the key trends shaping the insurance industry in 2025. From real-time data and automation to AI integration and customer-centric models, learn how to adapt and thrive in this rapidly evolving landscape. Stay ahead of the curve and ensure your business is future-ready!
- [New Feature: Quotes and Invoices](https://epaypolicy.com/blog/new-feature-quotes-and-invoices/) - Access a dedicated quote and invoice tool, built for insurance, included within your dashboard. Link your PFC partner, and offer financing right at checkout.
- [Making Financing Easy for Insureds](https://epaypolicy.com/blog/insurance-premium-financing-easy-insureds/) - Finance Connect uses existing integrations to present simple insurance premium financing terms for insureds, right at checkout.
- [Independent Agents on the Rise: A Dual Impact on Agents and Insurance Providers](https://epaypolicy.com/blog/independent-agents-on-the-rise-a-dual-impact-on-agents-and-insurance-providers/) - The shift toward independent agents is reshaping U.S. property/casualty insurance. Explore how this change impacts agents, insurers, and business growth strategies.
- [Navigating Unclaimed Property Laws and the Challenges for Insurance Carriers and MGAs](https://epaypolicy.com/blog/navigating-unclaimed-property-laws-and-the-challenges-for-insurance-carriers-and-mgas/) - The shift toward independent agents is reshaping U.S. property/casualty insurance. Explore how this change impacts agents, insurers, and business growth strategies.
- [ePayPolicy Earns 2025 G2 Customer Satisfaction Award](https://epaypolicy.com/blog/epaypolicy-earns-2025-g2-customer-satisfaction-award/) - ePayPolicy has been honored with a 2025 G2 Best Software Award, specifically in the Financial Services category. This recognition highlights ePayPolicy’s commitment to delivering exceptional customer experiences and innovative payment solutions for the insurance industry. G2 is the world’s largest software marketplace, with over 100 million buyers annually. The award is based on authentic user
- [How quotes and invoices helped an agency streamline their operations](https://epaypolicy.com/blog/how-quotes-and-invoices-helped-an-agency-streamline-their-operations/) - David Call, owner of Ryan Everet Insurance in North Texas, has been a loyal ePayPolicy user for over five years. Now ePayPolicy’s newest feature, Quotes and Invoices, has streamlined David’s operations once again, making client interactions smoother and more efficient than ever.“We do primarily commercial insurance, and most of that is agency billed,” David explains.
- [Time is Money: The High Cost of Slow Payment Solution Implementation](https://epaypolicy.com/blog/time-is-money-the-high-cost-of-slow-payment-solution-implementation/) - Tired of slow insurance payment system implementation? This article explores why insurance payment system setup takes so long (6-12+ months) and the financial impact of those implementation delays. Learn key insurance payment implementation considerations, best practices, and how choosing a fast, efficient partner can give you a competitive edge.
- [P1 Finance Joins Finance Connect](https://epaypolicy.com/blog/p1-finance-joins-finance-connect-partners/) - P1 Finance is now part of ePayPolicy's Finance Connect feature, which allows insurance customers to enroll in premium financing agreements right at checkout.
- [Checks Are Dumb? Hear Us Out.](https://epaypolicy.com/blog/checks-are-dumb-hear-us-out/) - Checks are a simple, vulnerable, overused form of payment in the insurance industry. Their time should have already passed. Why do they persist?
- [The Tariff Tipping Point: Is Your P&C Portfolio Exposed?](https://epaypolicy.com/blog/the-tariff-tipping-point-is-your-pc-portfolio-exposed/) - Explore how rising tariffs are critically impacting the P&C insurance industry. This report details how increased material and part costs are inflating insurance claims for auto and property, creating volatile risk profiles, and highlighting the vital role of insurance brokers and agents as advisors. Learn actionable strategies for insurers to enhance operational agility, leverage digital transformation, and confidently navigate these economic shifts for sustained growth in the P&C market.
- [ePayPolicy Recognized as GetApp Leader in 2025 for Payment Processing Software](https://epaypolicy.com/blog/epaypolicy-recognized-as-getapp-leader-in-2025-for-payment-processing-software/) - ePayPolicy is recognized as a Category Leader in GetApp's 2025 Payment Processing Software Awards. The award is based solely on reviews from actual customers.
- [NIC Premium Finance Joins Finance Connect](https://epaypolicy.com/blog/nic-premium-finance-joins-finance-connect/) - NIC Premium Finance is now part of ePayPolicy's Finance Connect feature, allowing insurance customers to enroll in premium financing right at checkout.
- [Overheard at FAIA: 4 Trends Defining 2025 for Insurers](https://epaypolicy.com/blog/overheard-at-faia-4-trends-defining-2025-for-insurers/) - Ready to get ahead of the curve? We hit the FAIA conference to bring you 4 game-changing trends for 2025. Dive into essential insights on cybersecurity, E&O, modern sales, and how tech can keep your business resilient and competitive.
- [New Feature: Network Payables](https://epaypolicy.com/blog/new-feature-network-payables/) - Network Payables helps you easily send payments across a verified insurance network.
- [Checklist: 5 Ways to Automate for Smarter Insurance Operations this Summer](https://epaypolicy.com/blog/checklist-5-insurance-automation-workflows-to-reclaim-your-time-and-resources/) - Maximize your summer: Explore 5 powerful insurance automation workflows. This guide helps insurance businesses optimize operations, enhance productivity, and achieve cost savings through digital transformation.
- [New Integration: INTX](https://epaypolicy.com/blog/new-integration-intx/) - INTX is now integrated with ePayPolicy to provide the industry's best payment options for their customers!
- [ePayPolicy a 2025 Gartner Payments Leader](https://epaypolicy.com/blog/epaypolicy-a-2025-gartner-payments-leader/) - ePayPolicy has been recognized as a top-rated payments platform in 2025 reports from Gartner Digital Markets, receiving accolades on Capterra’s Shortlist, SoftwareAdvice’s FrontRunners, and GetApp’s Category Leaders, based on customer reviews. ePayPolicy joins other popular tools like Venmo, PayPal, Stripe and Square, as the only insurance-centric payments platform on the list. Gartner Digital Markets evaluates products
- [ePayPolicy Secures New Investment from LLR Partners](https://epaypolicy.com/blog/epaypolicy-secures-new-investment-from-llr-partners/) - LLR joins Serent Capital to help support ePayPolicy's next stage of growth in their payments network of insurance companies.
- [ePayPolicy Ranks No. 1759 on 2025 Inc. 5000 List](https://epaypolicy.com/blog/epaypolicy-ranks-no-1759-on-2025-inc-5000-list/) - ePayPolicy made the 2025 Inc. 5000 List of fastest-growing private companies. This was ePayPolicy's 4th time to apply, and 4th time in a row to make the list.
- [Turning Payments into a Power Move with Angela Adams Consulting](https://epaypolicy.com/blog/turning-payments-into-a-power-move-with-angela-adams-consulting/) - Learn how Angela Adams Consulting partnered with ePayPolicy to transform payments. Discover a "single click" solution that boosts efficiency, trust, and growth.
- [The Biggest Liability in Insurance Isn’t Fraud, It’s Confusion](https://epaypolicy.com/blog/the-biggest-liability-in-insurance-isnt-fraud-its-confusion/) - Stop costly confusion for your insurance business. Learn how clear policy language protects insurers from E&O claims, lawsuits, and reputational damage.
- [First Insurance Funding Joins Finance Connect](https://epaypolicy.com/blog/first-insurance-funding-joins-finance-connect/) - First Insurance Funding has joined other insurance premium finance companies as a part of ePayPolicy's Finance Connect feature, making their premium financing solutions for insurance companies easier to access for the industry.

## Pages

- [ePayPolicy | Digital Insurance Payment Solution](https://epaypolicy.com/) - How insurance companies make payments a breeze. Secure online payments, connected accounting and solutions for scale. Oh, and your customers will love it.
- [Momentum Digital Payment Integration](https://epaypolicy.com/integrations/momentum/) - epaypolicy integrates with Momentum Agency Management Platform Schedule Demo branded Payment page Live Customer Support PCI level 1 security compliant in all 50 states Why integrate with Momentum? The Integration with the Momentum agency management platform provides an integrated and simple to use solution for creating and tracking your insureds payments and invoices.Once active, a
- [Booked Account Review / Confirmation](https://epaypolicy.com/booked-account-review/) - Thanks for booking! Your meeting’s booked. We’re excited to discuss how ePayPolicy can keep making payments the easiest part of what you do. Say hello to the payment experience you always wanted. get paid faster Easy online ACH and credit card payments check automation. Greater Visibility All your transaction data, in one easy-to-view space. Integrated Payments
- [Digital Payments Calculator for Insurance](https://epaypolicy.com/digital-payments-calculator-for-insurance/) - ePayPolicy Savings Calculator Calculate your potential savings How many checks does your business take per month? How many hours per month do you spend chasing payments? What is the hourly rate for payment collection? Absorb ACH Fees ? This will show you your savings even when absorbing all the ACH fees, giving your customers a
- [Integrations](https://epaypolicy.com/integrations/) - IntegrationsPowerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations are available as well. Get Started Explore Integrations Integrations make fast even fasterAutomate work, improve security, and reduce manual, redundant tasks. Real-Time Invoicing Let your insureds review and select which invoices they would like to pay directly from
- [Enterprise](https://epaypolicy.com/enterprise/) - Enterprise Accounting for insurance Powerful Payment Tools for Carriers, MGAs, PFCs, Brokers and AgenciesePayPolicy is the fastest and easiest way to collect and send payments in the insurance industry. Request Demo Integrations time saving API integrations Nobody wants another software in a silo. ePay integrates with the most popular management systems. Need more? We can
- [Payments for Insurance Carriers](https://epaypolicy.com/payments-for-insurance-carriers/) - CARRIERS Boost Efficiency and Cash Flow with Easy, Secure Digital PaymentsePayPolicy simplifies premium collections and disbursement with flexible payment options that seamlessly integrate with your existing systems. Schedule a Demo 3 Key Benefits Fast, Effortless, and Secure Fast, Secure PaymentsAccelerate payment collection by up to 50% and boost completion rates with our no-login-required payment feature.
- [Payment Page & Dashboard Features](https://epaypolicy.com/features/payment-page-dashboard-features/) - Features: Payment Page & Dashboards A No-Fuss Payment Page for Them. A Comprehensive Dashboard for YouWith your logo and custom branding, there's nothing generic about your payment page. It just works. Plus, your dashboard provides a birds-eye view with transaction-level data with every dollar you collect. Custom without coding Give your customers confidence when they
- [SMB Insurance Payments - Paid](https://epaypolicy.com/insurance-payments-2/) - Get Paid Faster. Operate Smarter. Start accepting insurance payments in days – not weeks. Fast and easy set up - Accept digital payments in as little as 24 hours Risk-free, no contracts - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security Request Your Demo It’s THAT SIMPLE Why ePay Policy
- [Enterprise Insurance Payments - Paid](https://epaypolicy.com/enterprise-insurance-payments/) - Get Paid Faster. Operate Smarter. Over 10,000 happy customers love these benefits: Healthy Cash Flow - Get paid faster with 40+ built-in integrations Reduce Costs - Save on transaction fees and overhead Improve CX - Full payment optionality & automation Request Your Demo It’s THAT SIMPLE More Than a Payment Processor Capture real bottom-line savings
- [Schedule Your Demo](https://epaypolicy.com/schedule-demo/) - Request Your Demo​ Schedule Your 30-Minute Call to See How Easy Digital Payments Can Be Demo Request Highly rated by businesses just like yours Why We Are the Preferred Digital Payment Solution for Insurance Organizations Like Yours Fast and easy set up - Accept digital payments in as little as 24 hours Risk-free, no contracts
- [Elementor #7934](https://epaypolicy.com/elementor-7934/)
- [AgencyOne Integration](https://epaypolicy.com/integrations/agencyone/) - With the Insuredmine integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card, ACH, or check.
- [AMS360 Digital Payment Integration](https://epaypolicy.com/integrations/ams360/) - epaypolicy integrates with AMS360 Powered by VertaforeStreamline accounting and provide a seamless way to pay. Tour: Integrated Page BRANDED PAYMENT PAGE AUTO GENERATE SUSPENSES PCI LEVEL 1 SECURITY COMPLIANT IN50 STATES Why activate the AMS360 integration? With the AMS360 integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.Once
- [Sagitta Digital Payment Integration](https://epaypolicy.com/integrations/sagitta/) - epaypolicy integrates with Sagitta Powered by Vertafore Streamline accounting and provide a seamless way to pay. Schedule Demo Branded payment page live customer Support PCI level 1 security compliant in all 50 states Why integrate with Sagitta? With the Sagitta integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or
- [Digital Payments Calculator for Insurance](https://epaypolicy.com/digital-payments-calculator-for-insurance-6/) - instant calculation 2-Minute Digital Payments Savings Calculator See exactly how much cash is leaking from your payment flows–and how to turn it into measurable ROI. CALCULATE YOUR SAVINGS ↓ BOOK PAYMENTS ASSESSMENT Book between now and 12/5/2025 to claim an Apple Watch, AirPods or $250 gift card – your choice! How Much Are Payment Fees
- [ePayPolicy | Network Payables](https://epaypolicy.com/features/network-payables/) - Network Payables connects the insurance industry with a powerful hub for all outbound payments to thousands of pre-verified industry partners.
- [Featured: AutoPay](https://epaypolicy.com/featured-autopay/) - EPAYPOLICY INTEGRATION FEATURE AutopayYour client can now set up their account to automatically pay their due invoices once they are posted from your management system. Get Started Provide Optimal Convenience Save Time & Resources Keep Your Team & Partners Safe Increase Speed of Receivables Go above and beyond with integrated pages. After a payment has
- [Checkmate Lockbox and Reconciliation for Insurance Check Payments](https://epaypolicy.com/features/checkmate/) - CheckMate Check Payments Have Never Been EasierConsolidate check and online insurance payments in one dashboard, with daily batching and reconciliation, so you never have to touch a paper check again. Schedule a Demo See It in Action 10,000+ customers Lockbox Security Features: Checkmate Some of Your Clients Still Prefer Checks. We Can Handle That for
- [calc test](https://epaypolicy.com/calc-test/) - ePayPolicy Savings Calculator Calculate your potential savings How many checks does your business take per month? How many hours per month do you spend chasing payments? What is the hourly rate for payment collection? Absorb ACH Fees ? This will show you your savings even when absorbing all the ACH fees, giving your customers a
- [Careers](https://epaypolicy.com/careers/) - Careers At ePayPolicy, we’re helping make payments easier for an entire industry by building intuitive, modern tools for insurance. We’re also a Best Place to Work in Austin. Explore open roles below. OPEN POSITIONS Our Story In 2014, we launched ePayPolicy with the goal of solving for outdated, inefficient payment methods in insurance. Our vision
- [Client Toolkit](https://epaypolicy.com/client-toolkit/) - Client ToolkitFAQ'sIntegrationsClient Spotlight SeriesVideo Tutorials Client Toolkit We’re here to help you and your team increase utilization of digital payments. About Quickstart Guide Getting started for new customers Email Templates Social Posts Flyers Stylized Buttons 6+ Months Email Templates Social Posts Flyers Stylized Buttons Frequently asked questions (and helpful answers). After many years in the
- [Digital Payments Calculator for Insurance](https://epaypolicy.com/digital-payments-calculator-for-insurance-2/) - instant calculation 2-Minute Digital Payments Savings Calculator.See exactly how much cash is leaking from your payment flows–and how to turn it into measurable ROI. CALCULATE YOUR SAVINGS BOOK PAYMENTS ASSESSMENT How Much Are Payment Fees Really Costing Your Organization? Eliminate the unnecessary dollars you’re currently losing annually on labor, check printing, postage, bank fees, and
- [Client Toolkit](https://epaypolicy.com/client-toolkit-2/) - Client ToolkitWe're here to help you and your team increase utilization of digital payments. Email Template for Clients & Customers Let your clients know you are now accepting digital payments with ePayPolicy and walk them through using your new payment page! Client Email Internal Email Announcement Inform and educate your team about your new digital
- [Cyber Week 2025](https://epaypolicy.com/cyberweek2025/) - The Cyber Week Offer that Pays You Schedule a 15-minute demo today and get a $50 gift card.
- [ePayPolicy + AFS/IBEX](https://epaypolicy.com/afs-ibex/) - Through your ePayPolicy payment page, AFS/IBEX users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect AFS/IBEX + Your Payment Page Combining the ease of integrated online payments with
- [Acceptable Use Policy](https://epaypolicy.com/acceptable-use-policy/) - Acceptable Use Policy Last Updated: February 4, 2025 This Acceptable Use Policy (the “AUP“) forms part of the ePayPolicy Customer Terms of Service (“Terms”) and describes restrictions on the use of our Services (as defined in the Terms). By accessing or using the Services, you agree to comply with this AUP. The following list identifies
- [Responding to a Chargeback](https://epaypolicy.com/responding-to-a-chargeback/) - Responding to a Chargeback Responding to a Chargeback Everything you need to know about how to respond to a chargeback can be found below What is a chargeback? A chargeback is a notification that a customer is refuting the charge on their account. Chargebacks are rare in the insurance industry, but they do occur. The
- [Terms and Conditions](https://epaypolicy.com/terms/) - ePayPolicy Customer Terms of Service Last Updated Date: October 22, 2025ARBITRATION NOTICE: SECTION 34 OF THESE TERMS CONTAINS A BINDING ARBITRATION PROVISION. BY AGREEING TO THESE TERMS, YOU AGREE THAT ALL DISPUTES WILL BE RESOLVED THROUGH ARBITRATION ON AN INDIVIDUAL BASIS. YOU WAIVE THE RIGHT TO PARTICIPATE IN ANY CLASS ACTIONS, CLASS-WIDE ARBITRATIONS, OR PURSUE
- [Amplo Digital Payment Integration](https://epaypolicy.com/integrations/amplo-ams/) - epaypolicy integrates with Amplo - Agency Management Redefined Streamline accounting and provide a seamless way to pay. Schedule Demo brandedpayment page Live customer support PCI level 1 security compliant in all 50 states Why integrate with Amplo? With the Amplo integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or
- [Cogitate Payment Integration](https://epaypolicy.com/integrations/cogitate/) - With the Cogitate integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card, ACH, or check.
- [Insuredmine Payment Integration](https://epaypolicy.com/integrations/insuredmine/) - With the Insuredmine integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card, ACH, or check.
- [How It Works](https://epaypolicy.com/how-it-works/) - How ePay Makes Payments a BreezeThe Insurance Industry Has a Payments ProblemHave you ever been in the checkout line behind someone who was writing a check? Right now, the insurance industry IS that checkout line - slowed down by an outdated way of making payments.But, with ePay, insurance companies can make the leap. Here's how.
- [Blog](https://epaypolicy.com/blog/) - Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Search Search ePayPolicy Blog Honor Capital Joins Finance Connect February 9, 2026 No Comments Honor Capital has joined other insurance premium finance companies as a part of ePayPolicy's Finance
- [Payables Connect | Automated Insurance Payables by ePayPolicy](https://epaypolicy.com/features/payables-connect/) - Payables Connect: Payables Have Met Their MatchAutomatically scan, match, and reconcile market invoices, with the payables solution built for scale. Schedule a Demo See It in Action 7,000+ customers PCI LEVEL-1 SECURITY Features: Payables Connect Faster, Pain-Free Payables, Without the Endless Statement Sorting No more manual reconciliation of market invoices and carrier statements. Truly Connected
- [Testimonials and Case Studies](https://epaypolicy.com/case-studies-testimonials/) - Testimonials and Customer StoriesLearn how ePay has helped thousands of customers make payments the easiest thing they do. Schedule a Demo Watch Videos A Payments Transformation: How ePayPolicy Solved the Time Crunch for Yorba Linda Insurance Services Read More » October 22, 2025 No Comments Turning Payments into a Power Move with Angela Adams Consulting
- [Enterprise: PFCs](https://epaypolicy.com/enterprise/enterprise-pfcs/) - Premium Finance Companies Payment Processing for Premium Finance Companies Schedule a Demo PFCs utilize our platform every day to securely send funds across the industry. Now, you can easily collect digital payments from insureds and pass them along to your broker and MGA partners. An Industry’s Worth of EndorsementsePayPolicy is endorsed by dozens of Independent
- [Insurance Payments for MGA's](https://epaypolicy.com/payments-for-mga-mga-broker/) - MGA's, MGU's, and Brokers Simplify Your Payments, Improve Cash Flow, and Focus on Growth Finally, an automated payment solution designed to meet the unique needs of MGAs, MGUs, and brokers. Schedule a Demo 3 Key Benefits AR. AP. ASAP. A Unified Receivables NetworkConnect with your network of agency partners to simplify receivables, ensuring consistent cash
- [Pricing](https://epaypolicy.com/pricing/) - Bring Your Insurance Payments Up to Speed Explore our pricing plans and find one that fits your needs. Compare Plans Essentials A simple solution that just works for those getting started with digital payments. $ 25 Customizable Payment Page Real-time Dashboard Accept Major Credit Cards and ACH Unlimited Users Try Free for 60 Days MONTHLY
- [Quotes and Invoices](https://epaypolicy.com/features/quotes-and-invoices/) - Quotes and InvoicesBind policies faster with simple quote creation and delivery - including premium financing - and see it all from your dashboard. Let's Chat! Take a Tour 7,000+ customers PCI LEVEL-1 SECURITY Features: Quotes and Invoices Invoices Out, Payments In No more email attachments, paper statements or “Checks in the mail” conversations. Create new
- [Agencies](https://epaypolicy.com/agencies/) - AGencies Get Paid Faster with the New Standard for Insurance PaymentsGive customers payment flexibility while making payments the easiest thing you do. Start with our customizable payment page, branded to your Agency. Request Demo Take a Tour 3 Key Benefits Faster, More Efficient, and Convenient Bind Policies FasterAccept online payments via ACH and credit card,
- [Sign Up Request](https://epaypolicy.com/sign-up-request/) - sign up request A Secure and Seamless Payment Experience, Built for Insurance If you’re looking to make a payment to a company that uses ePayPolicy, contact them directly for a link to their payment page.This application is not for those looking to make payments. How Our Free Trial Works SUBMISSION REVIEW Our underwriting team will
- [Payment Page Features](https://epaypolicy.com/features/) - Online Payments, Built Just for InsuranceYour customers will love the convenience of online credit card and ACH payments, but the benefits don’t stop there. Keep scrolling to explore all the features we’ve got to offer. Schedule a Demo CUSTOM PAYMENT PAGE & DASHBOARD A Modern, Mobile-Friendly Page for Them. A Comprehensive, Birds-Eye View for You
- [Finance Connect | Enable Premium Finance at Online Checkout](https://epaypolicy.com/features/finance-connect/) - Premium Financing, Made SimplerEnabling insurance companies to offer easy financing - with their premium finance partners - right at online checkout. Take a Tour Schedule a Demo PCI LEVEL-1 SECURITY Features: Finance Connect Your PFC Partners + Your Payment Page Combining the ease of integrated online payments with financing at checkout to help improve conversion
- [The #1 Payment Processor](https://epaypolicy.com/insurance-payments/) - The Preferred Payment Processor for InsuranceePayPolicy is the fastest and easiest way to collect and send payments in the insurance industry. Schedule a Demo View Features Welcome to Payments Heaven Custom, Branded Payment Page Give your clients the ability to pay you online via ACH or credit card. Our Payment Page is branded to your
- [Our Team](https://epaypolicy.com/our-team/) - We’re ePayPolicy We help modernize and make payments easier for the insurance industry. And we have a good time doing it.As the preferred payment partner for over 10,000 clients, we're committed to helping the insurance industry and its clients succeed with a growing set of digital tools to make their everyday lives easier. Our Story ePayPolicy
- [test page](https://epaypolicy.com/test-page-2/) - Click here
- [Privacy Policy](https://epaypolicy.com/privacy/) - Privacy Policy Last Updated: August 4, 2025.This Privacy Policy (“Policy”) explains how information about you is collected, used and disclosed by epay3, LLC. d/b/a ePayPolicy (“ePayPolicy,” “we,” “us,” and “our”) when you access or use our website (https://epaypolicy.com), sub-domains, and through our associated application programming interfaces (“APIs”) (collectively, the “Services”). By accessing the website or
- [Summer Deal 2025](https://epaypolicy.com/summer-2025/) - Fire Up Your Payments: Streamline Operations & Win a Traeger Grill!Schedule a demo with ePayPolicy to receive a $25 gift card and be entered to win a Traeger Woodridge Pellet Grill! Discover how to speed up receivables, pass fees to payers, and automate collections effortlessly. Trusted by over 7,500 companies, from agencies to MGAs, brokers, and carriers
- [ePayPolicy - Checks Are Dumb](https://epaypolicy.com/checks-are-dumb/) - It's time for the insurance industry to leave paper check payments behind. ePayPolicy helps 7,500+ agencies, carriers, MGAs and PFCs get paid faster online.
- [FAQ](https://epaypolicy.com/faq/) - Frequently asked questions (and helpful answers). After many years in the industry, we hear a lot of valid questions. Here are some of the most common questions and answers. GettingStarted Using ePayPolicy Integrations / APIs DataSecurity Getting Started What is required to get started? Besides 5 minutes not much. Have your basic account information ready,
- [ePayPolicy + NIC Premium Finance](https://epaypolicy.com/nic-premium-finance/) - Through your ePayPolicy payment page, NIC Premium Finance users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect NIC Premium Finance + Your Payment Page Combining the ease of
- [ePayPolicy + First Insurance Funding](https://epaypolicy.com/first-insurance-funding/) - Add financing with FIRST Insurance Funding at checkout on your existing ePayPolicy payment page at no additional cost! Not an ePayPolicy customer yet? Try ePayPolicy with Finance Connect free for 6 months. Click below to schedule a demo. Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect FIRST Insurance
- [Excess & Surplus Lines](https://epaypolicy.com/excess-surplus-lines/) - Excess & Surplus lines Get Paid Faster, Improve Cash Flow, and Focus on Growth Finally, a payment solution designed to meet the unique needs of E&S Lines. Request Demo 3 Key Benefits AR & AP ASAP Unlock Faster ROIAvoid 6-12+ month payment system setups with pre-built integrations and API connections Keep Costs DownHere's a novel
- [SIAA](https://epaypolicy.com/endorsements/siaa/) - SIAA endorses ePayPolicy as a preferred payment processor for their membersThe simplest way to collect insurance payments Sign Up We LOVE ePayPolicy as they have been a game changer for Tague Alliance and our member agencies for payment processing. The user experience is amazing, and ePayPolicy provides a super efficient experience for everyone. Tony Veteto
- [Insurance Industry Endorsements](https://epaypolicy.com/endorsements/) - The Industry Preferred Payment ProcessorePayPolicy is the preferred digital payment processor across the insurance industry Over 40 Independent Insurance Agents & Brokers of America State Associations endorse ePayPolicy as their preferred payment provider for their members. ePayPolicy is also endorsed and partnered with a number of independent insurance associations nationwide.
- [Why Do Agents Choose ePayPolicy over Xpress Pay?](https://epaypolicy.com/xpresspay/) - Why Do Agents Choose ePayPolicy over Xpress Pay? Choose the payment processor that makes collecting and sending payments easier for you and your clients. Nearly 5,000 independent agents use ePayPolicy to streamline receivables and bind policies faster. Schedule a Demo Numbers don't lie Network of 5,000 insurance companies Nearly 5,000 agents, brokers, MGAs, premium finance companies, and
- [Why Do Agents Choose ePayPolicy over Simply Easier?](https://epaypolicy.com/simplyeasier/) - Why Do Agents Choose ePayPolicy over Simply Easier? Choose the payment processor that makes collecting and sending payments easier for you and your clients. Nearly 5,000 independent agents use ePayPolicy to streamline receivables and bind policies faster. Schedule a Demo Numbers don't lie Network of 5,000 insurance companies Nearly 5,000 agents, brokers, MGAs, premium finance companies, and
- [Why Do Agents Choose ePayPolicy over Input 1?](https://epaypolicy.com/input1/) - Why Do Agents Choose ePayPolicy over Input 1? Choose the payment processor that makes collecting and sending payments easier for you and your clients. Nearly 5,000 independent agents use ePayPolicy to streamline receivables and bind policies faster. Schedule a Demo Numbers don't lie Network of 5,000 insurance companies Nearly 5,000 agents, brokers, MGAs, premium finance companies, and
- [Sign Up Request – Blackhawk](https://epaypolicy.com/sign-up-request-blackhawk/)
- [Request a Demo - Flash Sale](https://epaypolicy.com/demo-flash-sale/) - PricingReady to bring your insurance payments up to speed? Explore and compare our feature-packed plans. Essential A simple solution that just works, for those getting started with digital payment. $20 Customizable Payment Page Real-time Dashboard Accept Major Credit Cards and ACH Offer Recurring Payments Payables - Collect and Send Try Free for 60 Days Integrated
- [Request a Demo - Cyber Week](https://epaypolicy.com/demo-cyber/) - Cyber Week 2021 Demo A Secure and Seamless Payment Experience, Built for Insurance You’re one step closer to eliminating paper checks and speeding up your receivables.With ePayPolicy you’ll enjoy: Secure PCI level 1 branded payment page Insurance centric solution & dashboard Open API & integration ready solution Dedicated support & account management team Simple 5
- [HUG 2022](https://epaypolicy.com/hug-2022/) - HUG 2022 Exclusive3 Months Free + $100 Gift Card for New Hawksoft UsersAccept payments online to speed up receivables, bind policies faster, and provide an experience your clients will love. Sign Up Schedule Demo To be eligible for this promo, book a demo that takes place before 5/20/2022. New accounts must be activated before the
- [Free Sign Up](https://epaypolicy.com/free-sign-up/) - Free Account Sign Up A Secure and Seamless Payment Experience, Built for Insurance Please fill out this short application. Once your account is set up, you’ll be able to receive funds electronically and securely from across the ePayPolicy network.Receiving funds through this service is free and funding is much faster than waiting for a paper
- [Flash Sale - Get 3 Months Free with ePayPolicy](https://epaypolicy.com/flash-sale-2022/) - 2022's Best Flash Sale3 Months FreeAccept payments online to speed up receivables, bind policies faster, and provide an experience your clients will love. Sign Up Schedule Demo To be eligible for this promo, book a demo that takes place before the end of April and sign up. Demo must be scheduled by 3/31/21. New accounts
- [ePayPolicy to the Future](https://epaypolicy.com/epay-to-the-future/) - Cyber Week Offer We’re excited to offer our best promo of 2024. Schedule a demo and get a $50 Amazon gift card AND be entered to win 1 of 5 prizes valued at $500! CLAIM OFFER A Secure and Seamless Payment Experience, Built for 2025 - and Beyond You’re one step closer to eliminating paper checks and
- [Get 3 Months Free with ePayPolicy](https://epaypolicy.com/cyber/) - Cyber Week Exclusive3 Months Free + $100 Gift CardAccept payments online to speed up receivables, bind policies faster, and provide an experience your clients will love. Sign Up Schedule Demo To be eligible for this promo, book a demo that takes place before the end of the year and sign up. Demo must be scheduled
- [ePayPolicy | Digital Insurance Payment Solution](https://epaypolicy.com/epaypolicy/) - How insurance companies make payments a breeze. Secure online payments, connected accounting and solutions for scale. Oh, and your customers will love it.
- [Enterprise: MGAs & Brokers](https://epaypolicy.com/enterprise/enterprise-mgas-brokers/) - MGA's, MGU's & Brokers The Digital Payment Solution for MGAs, MGUs and Wholesalers Schedule Demo MGAs and wholesalers utilize our platform every day to securely send funds across the industry. Our pre-built and custom integrations, PCI level 1 security, and all-in-one dashboard are just a few reasons why. Top MGAs and Brokers trust ePayPolicy.And we're
- [Schedule Your Demo](https://epaypolicy.com/demo/) - Schedule Your DemoReady to make payments easier? Talk with a payments expert.WHY EPAYPOLICY?Custom branded to your businessIntegrated with the most popular AMS and PAS + open APIUS-based insurance expert supportPCI Level 1 SecurityFee flexibility - pass or absorbNo Risk - Free for 60 days, no contractsWe just need a few quick details to connect you
- [ePayPolicy + P1 Finance](https://epaypolicy.com/p1-finance/) - Through your ePayPolicy payment page, P1 Finance users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect P1 Finance + Your Payment Page Combining the ease of integrated online
- [Accessibility statement](https://epaypolicy.com/accessibility-statement/) - Accessibility Statement for epaypolicy.com ePay3, Inc. is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone and applying the relevant accessibility standards. Conformance status The Web Content Accessibility Guidelines (WCAG) defines requirements for designers and developers to improve accessibility for people with disabilities. It defines three
- [Hawksoft Digital Payment Integration](https://epaypolicy.com/integrations/hawksoft-digital-payment-integration/) - epaypolicy integrates with Hawksoft Agency Management SystemAs Hawksoft's first payment partner, start with our customizable payment page, branded to your business. Schedule Demo Branded Payment Page Write back to Hawksoft PCI Level 1 Security Works with Finance Connect Why use the full HawkSoft integration? With the HawkSoft integration, ePayPolicy provides a simple, seamless way to
- [Lucky March Sale](https://epaypolicy.com/lucky-march-sale/) - It's Your Lucky Day! Schedule a demo with a product specialist and recieve a St. Patty’s Day green Yeti tumbler AND be entered to a special prize valued at $150!ePayPolicy is the industry’s best payment processor. No contracts, no startup fees, and no merchant account needed. You can start accepting digital payments within 48 hours
- [Maintenance](https://epaypolicy.com/maintenance/) - We are down for some scheduled maintenance. Be back in a flash.
- [Insurance Payments Platform for Large Companies](https://epaypolicy.com/insurance-payments-platform-for-large-companies/) - Powerful Payments Tools for Carriers, MGAs, Brokers, and PFCs.ePayPolicy is the fastest and easiest way to collect and send payments in the insurance industry. View Features Schedule Demo More than a Payment Processor CUSTOM PAYMENT PAGE & DASHBOARD A modern, mobile-friendly page for them. A comprehensive, birds-eye view for you. Our payment pages are customized
- [Schedule Your Demo](https://epaypolicy.com/calendly-demo-request/) - Schedule Your DemoReady to make payments easier? Talk with a payments expert.WHY EPAYPOLICY?Custom branded to your businessIntegrated with the most popular AMS and PAS + open APIUS-based insurance expert supportPCI Level 1 SecurityRisk-free, no contractsFee flexibility - pass or absorbFree for 60 daysWe just need a few quick details to connect you with the right
- [Legal and Privacy](https://epaypolicy.com/legal-and-privacy/) - Legal and Privacy SEE TERMS SEE POLICY SEE POLICY
- [Enterprise: Insurance Carriers](https://epaypolicy.com/enterprise/enterprise-insurance-carriers/) - Insurance Carriers Payment Processing for Insurance Carriers Schedule Demo Now you can easily collect and send digital payments from insureds and agency partners with powerful integrations to save hours of manual work. Say goodbye to your merchant services account. CUSTOM PAYMENT PAGE & DASHBOARD A modern Payment page for them. A comprehensive, birds-eye view for
- [Applied EPIC Integration](https://epaypolicy.com/integrations/applied-epic/) - epaypolicy integrates with Applied Systems EPICWith the Applied EPIC integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH. Schedule Demo brandedpayment page Live customer support PCI level 1 security compliant in all 50 states Why integrate with Applied EPIC? With the Applied EPIC integration, ePayPolicy provides a simple,
- [ePayPolicy + Capital Premium Financing](https://epaypolicy.com/capital-premium-financing/)
- [Tour a Payment Page](https://epaypolicy.com/tour-a-payment-page/) - Quick Self-Guided Tour Take a look around and see what our payment pages are made of.
- [Duck Creek Technologies Digital Payment Integration](https://epaypolicy.com/integrations/duck-creek-technologies/) - epaypolicy integrates with Duck Creek TechnologiesStreamline accounting and provide a seamless way to pay. Schedule a demo BRANDED PAYMENT PAGE AUTOMATICALLY DISPLAY INVOICE INFORMATION PCI LEVEL 1 SECURITY COMPLIANT IN50 STATES Why activate the Duck Creek integration? With the Duck Creek integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card
- [Calendly Test](https://epaypolicy.com/elementor-6664/)
- [ePayPolicy + Honor Capital](https://epaypolicy.com/honorcapital/) - Through your ePayPolicy payment page, Honor Capital users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect Honor Capital + Your Payment Page Combining the ease of integrated online
- [ePayPolicy + Peoples Premium Finance](https://epaypolicy.com/peoplespremiumfinance/) - Through your ePayPolicy payment page, Peoples Premium Finance users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect Peoples Premium Finance + Your Payment Page Combining the ease of
- [ePayPolicy + Premium Finance Brokerage, LLC](https://epaypolicy.com/premium-finance-brokerage/) - Enable Finance Connect on your ePayPolicy payment page to automatically offer financing to your clients at checkout on all eligible invoices. Not using ePayPolicy yet? Click below to schedule a demo and take advantage of a special 6-month trial Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect Your
- [Labor Day Sale](https://epaypolicy.com/labor-day-sale/) - Our Labor Day Sale is Here! If you’re waiting for the right moment to try our insurance payment solution – this is it. Schedule a demo and be entered to win a $500 gift card to the airline of your choice!On top of that, you’ll get 3 months to try ePay for free, no contract
- [Kevin Knows Insurance Payments](https://epaypolicy.com/kevin-knows-insurance/) - Even Kevin Agrees - It Makes Insurance Payments a Breeze Secure online payments, connected accounting and solutions for scale. Oh, and your customers will love it. View Features Schedule demo Welcome to payments heaven. Custom, Branded Payment Page Give your clients the ability to pay you online via ACH or credit card. Our Payment
- [Digital Payments Demo](https://epaypolicy.com/digital-payments-demo/) - Go Digital with ePayPolicy If you’re waiting for the right moment to try our insurance payment solution – this is it. Schedule a demo and receive a $50 Amazon gift card!On top of that, you’ll get 6 months to try ePay for free, no contract or set-up fees. Speed up receivables, pass the fees to
- [ePayPolicy + US Premium Finance](https://epaypolicy.com/uspremiumfinance/) - Through your ePayPolicy payment page, US Premium Finance users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect US Premium Finance + Your Payment Page Combining the ease of
- [ePayPolicy + Agile Premium Finance](https://epaypolicy.com/agilepremiumfinance/) - Through your ePayPolicy payment page, Agile Premium Finance users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect Agile Premium Finance + Your Payment Page Combining the ease of
- [Integrations Features](https://epaypolicy.com/features/integrations/) - Features: Integrations Secure integrations with the industry’s most popular management systems. No insurance payments platform has more integrations, and we’re adding more all the time. Need a custom API connection? No problem. Auto Sync Invoices Your clients can select and pay due invoices pulled directly from your management system. Invoice Notifications Ding! That’s the sound
- [Summer Sale Deal](https://epaypolicy.com/summer-sale/) - The Summer Sale is here. If you’re waiting for the right moment to try our insurance payment solution – this is it. Schedule a demo and receive a $50 Amazon gift card!On top of that, you’ll get 6 months to try ePay for free, no contract or set-up fees. Speed up receivables, pass the fees
- [Reverse a payment](https://epaypolicy.com/reverse-a-payment/) - Reverse Payment Only The Recipient of Funds Can Reverse a Payment. If you are the payer needing to reverse a payment, please contact your insurance company directly. Important Details A void is available if the payment has not been processed. Payments are processed nightly at 8 PM Eastern Standard Time. Since the payment has not been
- [ePayPolicy + AFCO Direct](https://epaypolicy.com/afcodirect/) - Through your ePayPolicy payment page, AFCO Direct users can now offer financing right at checkout! Click below to schedule a demo and try ePayPolicy free for 6 months! Current ePayPolicy Customer Not A Customer Yet 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect AFCO Direct + Your Payment Page Combining the ease of integrated online
- [Applied CSR24 Online Bill Pay Integration](https://epaypolicy.com/integrations/applied-csr24/) - epaypolicy integrates with Applied Systems' CSR24 Online Bill Pay Schedule Demo Online Bill Pay ready Live Customer Support PCI Level 1 security Compliant in the U.S and Canada Why integrate with Applied CSR24? With the Applied CSR24 integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH through online
- [Chat Bot Test Page](https://epaypolicy.com/endorsements/chat-bot-test-page/) - Agents Brokers United partners with ePayPolicy as the payment platform of choice for their members. Speed up reconciliation, bind policies faster, and provide an experience customers love, with powerful tools that make insurance payments a breeze. Schedule Demo GET Active GET Involved GET UNITED! Features track and reconcile branded and customizable faster receivables
- [ePayPolicy vs. XpressPay](https://epaypolicy.com/epaypolicy-vs-xpresspay/) - ePayPolicy vs. XpressPayPay less for a streamlined, easier-to-use payment processor built specifically for the insurance industry. Over 6,500 insurance organizations love using ePay, so why aren't you? Schedule Demo Welcome to payments heaven. Custom, Branded Payment Page Give your clients the ability to pay you online via ACH or credit card. The Payment Page is
- [PayNow](https://epaypolicy.com/paynow/) - Promote Your ePay Payment Page in 2 Easy Steps Add your payment page link to your invoice template. Be sure to include a phrase to inform your clients that you now accept online payments. Add an ePayPolicy PayNow button to your website. Tell your web designer which button you like best and send them the
- [ePayPolicy vs. IPFS](https://epaypolicy.com/epaypolicy-vs-ipfs/) - ePayPolicy vs. IPFS®Over 6,500 insurance organizations love using ePay to speed up their receivables, streamline accounting, and improve their user experience. Schedule Demo Welcome to payments heaven. Custom, Branded Payment Page Give your clients the ability to pay you online via ACH or credit card. The Payment Page is branded to your business with your
- [404 incorrect payment page](https://epaypolicy.com/404-incorrect-payment-page/) - Oops...That Payment Page Does Not Exist Let us know the agency you are trying to pay in our support chat to receive the updated link
- [Meeting Confirmation](https://epaypolicy.com/meeting-confirmation/) - We have received your request One of our product specialists will reach out shortly.
- [Access My Insurance Payment Integration](https://epaypolicy.com/integrations/access-my-insurance/) - With Newton's Access My Insurance integration, ePayPolicy provides a simple, seamless way to collect payments electronically.
- [Featured: Invoice Notifications](https://epaypolicy.com/featured-invoice-notifications/) - EPAYPOLICY INTEGRATION FEATURE Invoice NotificationsePayPolicy now offers the ability to automate your invoice notification process by sending email reminders for due and past due invoices on your behalf. Select your preferred frequency based on due date, and emails will auto-send. Schedule Demo Increase Speed of Receivables Save Time & Resources Automate Communications Provide a Great
- [Agents Brokers United](https://epaypolicy.com/endorsements/agents-brokers-united/) - Agents Brokers United partners with ePayPolicy as the payment platform of choice for their members. Speed up reconciliation, bind policies faster, and provide an experience customers love, with powerful tools that make insurance payments a breeze. Schedule Demo GET Active GET Involved GET UNITED! Features track and reconcile branded and customizable faster receivables
- [Checkmate Features](https://epaypolicy.com/features/checkmate-v1/) - CheckMate Automated Check PaymentsAutomated check payments + daily batching and processing. Never touch a paper check again. Schedule Demo Savings Calculator 5,500+ customers Lockbox Security Features: Checkmate® Some of your clients still prefer checks.That doesn't have to be your burden. We solve the pain of paper payments with easy routing and processing, all from the
- [Demo + Starbucks Gift Card](https://epaypolicy.com/tradeshow-demo-gift-card/) - Have some coffee on us.... Take 15 minutes to learn about ePayPolicy and earn a $15 Starbucks gift card on us! Easy, Secure Online Payments Your customers are looking for online options for credit card and ACH payments. This is where most of our clients get started.Our Custom Payment Page is branded to your business,
- [Tradeshow Demo](https://epaypolicy.com/tradeshow-demo/) - Book a Demo! Easy, Secure Online Payments Your customers are looking for online options for credit card and ACH payments. This is where most of our clients get started.Our Custom Payment Page is branded to your business, linked to your unique URL, and backed by PCI Level 1 Security. Accept payments within 24 hours of
- [Demo + Starbucks Gift Card](https://epaypolicy.com/starbucks-gift-card/) - Have some coffee on us.... Take 15 minutes to learn about ePayPolicy and earn a $15 Starbucks gift card on us! Easy, Secure Online Payments Your customers are looking for online options for credit card and ACH payments. This is where most of our clients get started.Our Custom Payment Page is branded to your business,
- [Loro Digital Payment Integration](https://epaypolicy.com/integrations/loro/) - epaypolicy integrates with Loro's Specialty Insurance PlatformWith the Loro integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH. Schedule Demo Branded Payment Page Auto Generate Credit Controls PCI Level 1 Security compliant in all 50 states Why integrate with Loro? You can activate payments via ePayPolicy with one
- [Trailblazer Payment Integration](https://epaypolicy.com/integrations/trailblazer/) - With the Trailblazer integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card, ACH, or check.
- [WeSignature Payment Integration](https://epaypolicy.com/integrations/wesignature/) - epaypolicy integrates with WeSignatureWeSignature customers can now access robust payment processing capabilities. Schedule Demo World-Class Support PCI Level 1 Security compliant in all 50 states Why integrate with WeSignature? With ePayPolicy, WeSignature customers will be able to meet clients’ demand for digital payments and enhance their digital experience with automated payment reconciliation.The integration allows for
- [Novidea Digital Payment Integration](https://epaypolicy.com/integrations/novidea/) - epaypolicy integrates with Novidea - Smart AMS for Today's Indie Agencies Streamline accounting and provide a seamless way to pay. Schedule Demo Branded Payment Page Live Customer Support PCI Level 1 Security compliant in all 50 states Why integrate with Novidea? With the Novidea integration, ePayPolicy provides a simple, seamless way to collect payments electronically
- [Jetfile Digital Payment Integration](https://epaypolicy.com/integrations/jetfile/) - epaypolicy integrates with Jetfile - The Cloud Based Insurance AMS Streamline accounting and provide a seamless way to pay. Schedule Demo branded payment page Live Customer Support PCI Level 1 Security compliant in all 50 states Why integrate with Jetfile? With the Jetfile integration, ePayPolicy provides a simple, seamless way to collect payments electronically via
- [BindHQ](https://epaypolicy.com/integrations/bindhq/) - epaypolicy integrates with BindHQIntegrate with BindHQ's specialty insurance distribution system. Schedule Demo Branded Payment page world-class support PCI Level 1 security compliant in all 50 states Why integrate with BindHQ? With the BindHQ integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.When a payment occurs, a receipt is
- [Nexsure Insurance Platform](https://epaypolicy.com/integrations/nexsure-insurance-platform/) - epaypolicy integrates with Nexsure Insurance PlatformStreamline accounting and provide a seamless way to pay. Schedule Demo Branded Payment Page Auto GenerateCash Receipts PCI Level 1 Security Compliant in all 50 states Why integrate with Nexsure? With Dyad’s Nexsure, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.Once activated, your
- [Pathway Digital Payment Integration](https://epaypolicy.com/integrations/pathway/) - epaypolicy integrates with PathwayStreamline accounting and provide a seamless way to pay. Schedule Demo branded Payment Page live customer support PCI level 1 Security compliant in all 50 states Why integrate with Pathway? ePayPolicy is the only payment processor integrated with Pathway’s Self Service Kiosk, an intuitive client portal solution.Clients can now see and pay
- [MGA Systems Digital Payment Integration](https://epaypolicy.com/integrations/mga-systems/) - epaypolicy integrates with MGA Systems' IMSStart with our customizable payment page, branded to your business. Schedule Demo branded Payment page live customer support PCI level 1 security compliant in all 50 states Why integrate with MGA Systems' IMS? With the MGA Systems’ IMS integration, ePayPolicy provides a simple, seamless way to collect payments electronically via
- [ALIS Digital Payment Integration](https://epaypolicy.com/integrations/i-engineering/) - epaypolicy integrates with Dyad's ALISStreamline accounting and provide a seamless way to pay. Schedule Demo Branded payment page Live customer support PCI level 1 security compliant in all 50 states Why integrate with ALIS? With the Dyad ALIS integration, ePayPolicy provides a simple, seamless way to collectpayments electronically via credit card or ACH. Once activated,
- [FinancePro Digital Payment Integration](https://epaypolicy.com/integrations/financepro/) - epaypolicy integrates with FinancePro Powered by Vertafore Schedule Demo Down Payments and installments Integrated VR PCI level 1 security compliant in all 50 states Why integrate with FinancePro? With the FinancePro integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.Once activated, your insureds can make installment and down
- [How it Works – BLACKHAWK](https://epaypolicy.com/how-it-works-blackhawk/) - How ePay Makes Payments a BreezeThe Insurance Industry has a Payments ProblemHave you ever been in the checkout line behind someone who was writing a check? Right now, the insurance industry IS that checkout line - slowed down by an outdated way of making payments.But, with ePay, insurance companies can make the leap. Here's how.
- [QQCatalyst Digital Payment Integration](https://epaypolicy.com/integrations/qqcatalyst/) - epaypolicy integrates with QQCatalyst Powered by Vertafore Schedule Demo Branded payment page auto generate tasks pCI Level 1 security compliant in all 50 states Why integrate with QQCatalyst? With the QQCatalyst integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.Your insureds will see the exact balance due on
- [InsurLink Payments Powered By Vertafore ​](https://epaypolicy.com/integrations/insurlink/) - epaypolicy integrates with InsurLink Payments Powered By Vertafore Schedule Demo Client Payment Portal Live Customer Support PCI level 1 security compliant in the U.S. and Canada Why activate InsurLink Payments? Once InsurLink Payments is active, your clients can pay agency bill polices electronically through your client portal. InsurLink Payments creates an important client touchpoint that
- [AIM Digital Payment Integration](https://epaypolicy.com/integrations/aim/) - epaypolicy integrates with AIM Powered by Vertafore Schedule Demo BRANDED PAYMENT PAGE AUTO CREATION OF BATCHES PCI LEVEL 1 SECURITY ENHANCED FEATURES Why activate the AIM integration? With the AIM integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or ACH.Once activated, ePayPolicy automatically reconciles electronic payments into Vertafore’s AIM,
- [Set Up Your Free Payment Account](https://epaypolicy.com/independent-agencies/set-up-your-free-payment-account/) - Set Up Your Free Digital Payment AccountePayPolicy is the simple solution for independent insurance agents to receive commissions and refunds from their MGA partners electronically. At no charge, easily collect digital payments without having to wait on paper checks. Activate Your Free Account Free accounts do not come with a payment page* Over 6,500 independent
- [Big I Indiana Endorses ePayPolicy](https://epaypolicy.com/endorsements/big-i-indiana/) - Big I Indiana endorses ePayPolicy as their preferred payment processor for members. The simplest way to collect insurance payments Schedule Demo Features track and reconcile branded and customizable faster receivables Making your day easier makes our day. Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our
- [HIIAA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/hiiaas-preferred-digital-payment-processor/) - HIIAA endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Features track and reconcile branded and customizable faster receivables Making your day easier makes our day. Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our
- [Big I Connecticut's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/bigict-preferred-digital-payment-processor/) - Big I Connecticut endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Features track and reconcile branded and customizable faster receivables Making your day easier makes our day. Exactly what we needed to improve our billing process. Great product and easy to use. 90%
- [Big I South Dakota's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiasd-preferred-digital-payment-processor/) - Big I South Dakota endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Features track and reconcile branded and customizable faster receivables Making your day easier makes our day. Exactly what we needed to improve our billing process. Great product and easy to use.
- [HOME – BLACKHAWK](https://epaypolicy.com/home-blackhawk/) - Easier Payments, Built Just for Insurance Speed up reconciliation, bind policies faster, and provide an experience customers love, with powerful tools that make insurance payments a breeze. How it Works Schedule demo An Industry’s Worth of Endorsements ePayPolicy is endorsed by dozens of Independent Insurance Agents and Brokers of America State Associations. We Solve the
- [Finance Connect Terms](https://epaypolicy.com/terms-fc/) - Finance Connect Provider Notice Last Updated: 11/17/2023 Finance Connect allows you (i.e., the insured customer of epay3, Inc. d/b/a ePayPolicy’s (“ePayPolicy”) client) to connect with certain premium financing services providers (each, a “Financing Provider”)—at the point of online payment (the “platform”) at ePayPolicy’s website. ePayPolicy only acts as a platform provider, giving you access to the
- [Getting Started](https://epaypolicy.com/getting-started/) - Getting Started Welcome to ePayPolicy Before You Start Before you begin using ePayPolicy, here are a few helpful things to know:Take a moment and join the ePayPolicy Users Group to stay up to date on all things ePayPolicy. ePayPolicy is a web-based application that works in most web browsers, both mobile and desktop.We have a number of
- [Client Success Stories](https://epaypolicy.com/client-success-stories/) - Client Success StoriesWhat agents, brokers, MGAs, and premium financiers have to say… Chris Paradiso Owner | Paradiso Insurance Since implementing ePayPolicy our clients have fully embraced digital payments. This technology provides game-changing features, saves the agency money and delivers an excellent client experience. Dani Harris Chief Operating Officer | Treaty Oak General Agency
- [Education Center](https://epaypolicy.com/education-center/) - EDUCATION CENTER Want to learn some new tricks? Our Education Center can help guide you through integrations, client onboarding, and much more. Help CenterQuick links to product and feature docs, and ways to find real-time help. Learn More IntegrationsLinks and details regarding our pre-built and custom integrations. Learn More Client ToolkitTools to help make ePayPolicy
- [ePayPolicy vs. Simply Easier Payments](https://epaypolicy.com/epaypolicy-vs-sep/) - ePayPolicy vs. Simply Easier PaymentsCollect credit card, ACH, and check payments while passing on transaction fees to the insureds with the preferred payment processor of the insurance industry.Unlimited users and unlimited transactions. No contract or set-up fees. Schedule Demo Welcome to payments heaven. Custom, Branded Payment Page Give your clients the ability to pay you
- [ePayPolicy vs. One Inc](https://epaypolicy.com/epaypolicy-vs-one-inc/) - ePayPolicy vs. One IncOver 6,500 insurance organizations love using ePay to speed up their receivables, streamline accounting, and improve their user experience.ePayPolicy was built to solve the payment inefficiencies exclusively for agents, brokers, MGAs, carriers, and PFCs. Schedule Demo Welcome to payments heaven. Custom, Branded Payment Page Give your clients the ability to pay you
- [ePayPolicy vs. Input1](https://epaypolicy.com/epaypolicy-vs-input1/) - ePayPolicy vs. Input 1Over 6,500 insurance organizations love using ePay to speed up their receivables, streamline accounting, and improve their user experience.ePayPolicy was built to solve the payment inefficiencies for independent agents, brokers, MGAs, carriers, and PFCs. Schedule Demo Welcome to payments heaven. Custom, Branded Payment Page Give your clients the ability to pay you
- [Featured: Batch Payables](https://epaypolicy.com/featured-batch-payables/) - EPAYPOLICY INTEGRATION FEATURE Batch PayablesEasily send electronic commission and refund checks to your agents and partners’ with the Batch Payables feature and stop printing and mailing hundreds of checks on a monthly basis. Get Started Go Paperless & Go Green Save Time & Resources Keep Your Team & Partners Safe Easily Track Outgoing Funds Go
- [Booked Demo / Confirmation](https://epaypolicy.com/booked-demo-confirmation/) - Thanks for booking.Now, the fun part. Your meeting’s booked. We’re excited to discuss how ePayPolicy can make payments the easiest part of what you do. Say hello to the payment experience you always wanted. get paid faster Easy online ACH and credit card payments check automation. Greater Visibility All your transaction data, in one easy-to-view space.
- [404](https://epaypolicy.com/404-2/) - Uh oh. That page doesn't exist. If you’re trying to make a payment, fill out this quick form and our support team will reach out to help you find the payment page you are looking for.Just want to learn more about ePayPolicy? Go to our home page here. FAQs What credit cards do you
- [Lucky March 2023 Promo](https://epaypolicy.com/lucky-march-promo/) - March's Lucky Deal 🍀 Easy, Secure Online Payments Your customers are looking for online options for credit card and ACH payments. This is where most of our clients get started.Our Custom Payment Page is branded to your business, linked to your unique URL, and backed by PCI Level 1 Security. Accept payments within 24 hours
- [IIAT's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiat/) - IIAT endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. ePayPolicy’s seamless payment processing solution has significantly improved our client’s user experience. Marit Peters, President/CEO independent insurance agents of texas Features track and reconcile branded and customizable
- [Cost Of A Paper Check Calculator](https://epaypolicy.com/independent-agencies/cost-of-a-paper-check-calculator/) - How Much are Paper Checks Costing You? Submit Skip The Paper and Go Digital Today Schedule a Demo In a study conducted by the Aberdeen Group, the average cost of a paper check was $7.78 The True Costs of Paper Checks Revealed We calculated that it cost us between $30 to $40 to process a
- [Trying to Make a Payment](https://epaypolicy.com/help-make-a-payment/) - Trying to Make a Payment? Fill out this quick form and our support team will reach out to help you find the payment page you are looking for. FAQs What credit cards do you accept? We accept all 4 major credit cards. Visa, Mastercard, American Express and Discover. What are the processing fees for credit
- [InsureTech Integrations and Partners](https://epaypolicy.com/insuretech-integrations-and-partners/) - INTEGRATIONS & PARTNERSConnect ePayPolicy to your existing product for a seamless payment experience Fast, seamless integrations with API’s and SDK’s Reliable, secure, compliant Exceptionally quick integration Best-in-class support Enhance your customer payments journey Contact Us Who we work with InsuranceCarriers Collect premium payments directly from you insureds or agency partners MGAs &Wholesalers Collect and send
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- [AIIA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/aiias-preferred-digital-payment-processor/) - AIIA endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. This partnership with is a fantastic resource to our members who want to streamline clients’ insurance payments and to reduce overhead expenses such as credit card processing
- [Virtual MGA Digital Payment Integration](https://epaypolicy.com/integrations/virtual-mga/) - epaypolicy integrates with Virtual MGA Start with our customizable payment page, branded to your business. Get Started BRANDED PAYMENT PAGE AUTO GENERATE SUSPENSES PCI LEVEL 1 SECURITY compliant in all 50 states Why integrate with Virtual MGA? With the Virtual MGA integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card
- [FAIA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/faia/) - FAIA endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. ePayPolicy’ s secure payment processing system is a perfect match for the needs of independent agents and their clients. Jeffrey Grady, President & CEO Florida Association of
- [IIAG's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiag/) - IIAG endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. It wasn’t 24 hours before I was hearing how much my staff loved ePayPolicy. It’s been a huge time saver as well as saving us on fees.
- [IIABSC's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiabsc/) - IIABSC endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Frank Sheppard, President Independent
- [IIANC's Proud Member & Digital Payment Processor](https://epaypolicy.com/endorsements/iianc/) - IIANC endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Rebecca Shigley, VP, Agency
- [IIAV's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiav/) - IIAV endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Linda S. Loving, CEO
- [IIAWV's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiawv/) - IIAWV endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our mission is to provide members with the tools they need to serve their clients and build their business. With ePayPolicy our members get industry-specific payment technology
- [IIAM's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiam/) - IIA of Maryland endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Major factors in our endorsement included ePayPolicy’s industry expertise and ability to pass through fees in compliance with MD laws. Shelley Arnold, President Independent Insurance
- [Insurors of Tennessee's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/insurorstn/) - Insurors of Tennessee endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our members know my plan as CEO is to foster growth in the evolving insurance industry. InsurTech is a major driver of that evolution. And
- [IIABL's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiabl/) - IIABL endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Jeff Albright, CEO Independent
- [IIAK's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiak/) - IIAK endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Tara Purvis, President &
- [IIAAR's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiaar/) - IIAAR endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Lisa Hanshew, Director, IIAAR
- [IIAOK's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiaok/) - IIAOK endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. ePayPolicy’s seamless payment processing solution has significantly improved our client’s user experience. Denise Johnson, President/CEO Independent Insurance Agents of Oklahoma Features track and reconcile branded and customizable
- [IIANM's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iianm/) - IIANM endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Patty Padon, President-CEO Independent
- [IIABAZ's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiabaz/) - IIABAZ endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. We chose ePayPolicy because it’s the only payment processing platform built specifically for independent agents and brokers. These guys really know payment processing. More importantly, they know
- [Proud Member of IIABCal and Digital Payment Processor](https://epaypolicy.com/endorsements/iiabcal/) - IIABCal is associated with ePayPolicy as a payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. ePayPolicy’s seamless payment processing solution has significantly improved our client’s user experience. Clark Payan, CEO Independent Insurance Agents & Brokers of California Features track and
- [UIA](https://epaypolicy.com/endorsements/uia/) - UIA endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Marit Peters, President/CEO Utah
- [PIIAC](https://epaypolicy.com/endorsements/piiac/) - Professional Independent Insurance Agents of Colorado endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. ePayPolicy’s seamless payment processing solution has significantly improved our client’s user experience. Bryan Bernier, CEO Trusted Choice Insurance Agents of Colorado Features
- [KAIA's 's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/kaia/) - KAIA endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. As our members lean into technology KAIA is right there with them. We recommend ePayPolicy as the payment solution our members should think of first. Dave Hulcher,
- [MoAgent's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/moagent/) - Missouri Association of Insurance Agents (MoAgent) endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. We set out to find a payment processing vendor that understands the unique needs of independent agents. ePayPolicy meets and exceeds our
- [IIA of IL's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiaofillinois/) - IIA of Illinois endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Brian McSherry,
- [OIA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/oia/) - Ohio Insurance Agents endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. We have high standards for the products we recommend to our members. Partners must be agent-friendly champions of the independent agency system, as well as
- [Insurance Agents & Brokers Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iab/) - IA&B endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Because of ePayPolicy’s secure payment processing solution our members can now provide a seamless user experience to their clientele. Jason Ernesty, President/CEO Insurance Agents & Brokers Features
- [BigINJ's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/big-i-new-jersey/) - Big I New Jersey endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. We chose ePayPolicy as our payment processor because their insurance-specific digital payment processing platform has rapidly become the best in class. But ePayPolicy goes
- [IIARI's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/independent-insurance-agents-of-rhode-island/) - IIARI endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. A central part of our mission is to enhance our members’ competitive position. We researched payment processors and chose ePayPolicy because they really understand the special needs
- [MAIA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/massachusetts-association-of-insurance-agents/) - MAIA endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Heather Kramer, VP &
- [BigINY's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/big-i-new-york/) - Big I New York endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Because of ePayPolicy’s secure payment processing solution our members can now provide a seamless user experience to their clientele. Lisa Lounsbury, President/CEO Big I
- [MAOFIA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/michigan-association-of-insurance-agents/) - Michigan Association of Insurance Agents endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. ePayPolicy’s easy to use payment processing solution provides members with a seamless user experience with their customers. Bev Barney, CEO Michigan Association of
- [IIAW's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/independent-insurance-agents-of-wisconsin/) - IIAW endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. ePayPolicy has been fantastic and its interface is easy to use and efficient. Matt Banaszynski, EVP Independent Insurance Agents of Wisconsin Features track and reconcile branded and
- [MIIAB's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/minnesota-independent-insurance-agents-and-brokers/) - MIIAB endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Hal E. Tiffany Jr.,
- [IIAMT](https://epaypolicy.com/endorsements/insurance-agents-association-of-montana/) - IIAMT endorses ePayPolicy as their preferred payment processor of choice for their members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. We have been using ePayPolicy for several months now and it was super easy to set up and super easy for our clients to use. Highly
- [Independent Insurance Agents & Brokers of Washington](https://epaypolicy.com/endorsements/independent-insurance-agents-brokers-of-washington/) - IIABW endorses ePayPolicy as their preferred digital payment processor of choice for their members The simplest way to collect insurance payments Schedule Demo Making your day easier makes our day. “We’re excited to offer ePayPolicy to our IIABW members because it is hands down the most cost-effective & user-friendly online payment solution. Our members can
- [CAA](https://epaypolicy.com/endorsements/caa/) - CAA endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up ePayPolicy’s seamless payment processing solution has significantly improved our client’s user experience. Jan Gold, Business Manager Combined Agents of America Features Track and Reconcile Branded and Customizable Faster Receivables
- [United Valley's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/united-valley/) - United Valley endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up ePayPolicy’s seamless payment processing solution has significantly improved our client’s user experience. Rene Swan, President United Valley Insurance Services Features Track and Reconcile Branded and Customizable Faster Receivables
- [IAOA Proud Member & Digital Payment Processor](https://epaypolicy.com/endorsements/iaoa/) - IAOA endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up Processing payments takes seconds and the few times we have needed customer service the response was incredibly quick. Dave Jackson, Member/Owner Insurance Agency Owners Alliance Features Track and Reconcile Branded and Customizable Faster Receivables
- [ASNOA](https://epaypolicy.com/endorsements/asnoa/) - ASNOA endorses ePayPolicy as their preferred payment processor of choice for their membersThe simplest way to collect insurance payments Sign Up We selected ePayPolicy because it is hands down the most cost-effective & user-friendly online payment solution. Our members can quickly customize invoices, set up reoccurring payments, & so much more. ePayPolicy is a trusted
- [SIG Powered by Vertafore](https://epaypolicy.com/integrations/sig-powered-by-vertafore/) - EPAYPOLICY INTEGRATES WITH SIG Powered by Vertafore Get Started Play Video Branded Payment Page Auto Creation of Cash Receipts PCI Level 1 Security Live Customer Support Why integrate with Vertafore SIG? With the SIG integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card.Once activated, ePayPolicy automatically creates unposted cash receipts
- [Customer Support](https://epaypolicy.com/features/customer-support/) - Features: Customer Support The best digital solutions are backed by real, human support. Not sure which plan is right for you? Need help with a client? Or assistance with customization? Our US-based team is here for you every step of the way. Insurance Payments Experts Insurance payments are all we do. We understand the nuances,
- [IBAA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/ibaa/) - IBAA endorses ePayPolicy as a payment processor for its membersThe simplest way to collect insurance payments, with special discounted pricing available to IBAA members. Sign Up Features Track and Reconcile Branded and Customizable Faster Receivables
- [ePayPolicy is now in Canada](https://epaypolicy.com/epaypolicy-is-now-in-canada/) - ePayPolicy is now in CanadaCollect and send payments throughout the United States and Canada with ePayPolicy. Independent insurance brokers and MGAs across Canada can now speed up receivables, bind business faster, and provide a seamless user experience for their insureds. Try Free, 60 Days Schedule Demo Branded PaymentPage PCI Level 1Security Live Customer Support Why
- [Video Tutorials](https://epaypolicy.com/video-tutorials/)
- [MAOFIA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/maofia/) - Michigan Association of Insurance Agents endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up ePayPolicy’s easy to use payment processing solution provides members with a seamless user experience with their customers. Bev Barney, CEO Michigan Association of Insurance Agents Features Faster Receivables Track and Reconcile
- [Featured: Payables](https://epaypolicy.com/featured-payables/) - EPAYPOLICY FEATURE PayablesWithin the ePayPolicy dashboard send funds to any agency, broker, MGA or premium finance company across the industry for only .50 per transaction. Get Started Go Paperless & Go Green Save Time & Resources Keep Your Team & Partners Safe Easily Track Outgoing Funds Go above and beyond with integrated pages. Need to
- [Essentials Plan](https://epaypolicy.com/client-updates-and-features/essentials-plan/) - Essentials PlanLooks like you’re currently on our Essentials payment page plan! These features can make a big difference: Recurring Payments Expand convenience for clients by allowing them to set up recurring, automatic payments on a scheduled basis.This is great for clients making installment payments. Play Video Play Video Payables Did you know that you can send
- [Integration Plan](https://epaypolicy.com/client-updates-and-features/integration-plan/) - Integration PlanLooks like you’re currently on our integrated payment page plan! Our integrated plans have the most robust features available. AutoPay Allow your clients to automatically pay invoices when due without having to click a button. All they have to do is select AutoPay at the bottom of your payment page and then all future invoices
- [Digital Ad Landing Page](https://epaypolicy.com/client-updates-and-features/) - Making the Most of ePayPolicyWe’re adding new features every month, and many customers have access to improvements that they didn’t know about. Tell us what plan you're on and we'll lead you through some of the best features for your team. Which ePayPolicy plan are you on currently? Essentials Plan Integrated Plan
- [Referral Partners](https://epaypolicy.com/referral-partners/) - Referral PartnersPowerful connections to industry-leading platforms for insurance. Trusted Partners Who Make Your Life EasierAutomate work, improve security and reduce manual, redundant tasks. With our Applied integrations, ePayPolicy automatically syncs electronic payments into EPIC or TAM as activities. Explore Integration With our Applied integrations, ePayPolicy automatically syncs electronic payments into EPIC or TAM as activities.
- [CheckMate | Lockbox and Automated Check Reconciliation by ePayPolicy](https://epaypolicy.com/checkmate/) - SAY HELLO TOCheckMateThe easiest, fastest and most secure way to handle check payments in the insurance industry. JOIN INTEREST LIST How it Works 1. Insured’s check payments are mailed to a CheckMate location 2. CheckMate automatically collects, processes, and batches daily 3. Transactions uploaded directly to the ePay dashboard and your AMS The automated lockbox
- [Trade Show Booked Demo / Confirmation](https://epaypolicy.com/trade-show-booked-demo-confirmation/) - Thanks for Booking.Now, the Fun Part. Your meeting’s booked and we’re excited to discuss how ePayPolicy can make payments the easiest part of what you do. Is your team using a Management System software? Be sure to ask about our Integrations, and the hours they save our partners each month. Chris Paradiso Owner of Paradiso
- [Meeting Confirmation](https://epaypolicy.com/meeting-confirmation-2/)
- [Thank You / Confirmation](https://epaypolicy.com/thank-you-confirmation/) - Thanks for Signing Up.Now, the Fun Part. We’ve received your application. Next, our beloved Support team will quickly verify your account details and be in touch with next steps. Is your team using a Management System software? Be sure to ask about our Integrations, and the hours they save our partners each month. Chris Paradiso
- [Strategic Insurance Software’s Partner Connect Portal Integration](https://epaypolicy.com/integrations/strategic-insurance-softwares-partner-connect-portal-integration/) - EPAYPOLICY INTEGRATES WITH SIS Partner Connect Client Portal and App Get Started Play Video Branded Payment Page Live Customer Support PCI Level 1 Security Compliant in All 50 States Why integrate with SIS Partner Platform? With the SIS integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card and ACH.Once in
- [MIIAB's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/miiab/) - MIIAB endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Hal E. Tiffany Jr., President Minnesota Independent Insurance Agents & Brokers Association
- [MAIA's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/maia/) - MAIA endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up Our partnership with ePayPolicy fills the need for a cost-effective, simple way to process online payments from clients via ACH or Credit Card. Heather Kramer, VP & COO Massachusetts Association of Insurance Agents Features Faster
- [Insurance Agents & Brokers Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iab-preferred-digital-payment-processor/) - IA&B endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up Because of ePayPolicy’s secure payment processing solution our members can now provide a seamless user experience to their clientele. Jason Ernesty, President/CEO Insurance Agents & Brokers Features Faster Receivables Track and Reconcile Branded and Customizable
- [IIAW's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiaw/) - IIAW endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up ePayPolicy has been fantastic and its interface is easy to use and efficient. Matt Banaszynski, EVP Independent Insurance Agents of Wisconsin Features Track and Reconcile Branded and Customizable Faster Receivables
- [IIARI's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/iiari/) - IIARI endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up A central part of our mission is to enhance our members’ competitive position. We researched payment processors and chose ePayPolicy because they really understand the special needs of our industry. Mark Male, Executive Vice President
- [IIAMT](https://epaypolicy.com/endorsements/iiamt/) - IIAMT endorses ePayPolicy as their preferred payment processor of choice for their membersThe simplest way to collect insurance payments Sign Up We have been using ePayPolicy for several months now and it was super easy to set up and super easy for our clients to use. Highly recommend it! Natalia Rogers E&O Program Manager Features
- [BigINY's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/biginy/) - Big I New York endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up Because of ePayPolicy’s secure payment processing solution our members can now provide a seamless user experience to their clientele. Lisa Lounsbury, President/CEO Big I New York Features Faster Receivables Track and Reconcile
- [Enterprise Insurance](https://epaypolicy.com/enterprise-2/) - Enterprise SolutionsThe Preferred Payment Processor of the Insurance Industry ePayPolicy is the simple, seamless solution to collect premium payments directly from insureds, retail agencies, or MGA/broker partners. Sign Up Today Schedule Demo Join the ePayPolicy network and take advantage of these key benefits for your large-scale insurance business Branded payment page with unique URL ONE
- [WSIA Insurtech 22](https://epaypolicy.com/wsia-insurtech-22/)
- [ChiliPiper Demo Test 2](https://epaypolicy.com/chilipiper-demo-test-2/) - Here we go.
- [Digital Payment Solution for Independent Agencies](https://epaypolicy.com/independent-agencies/) - Digital Payment Solution for Independent AgenciesePayPolicy is the simple, seamless solution for independent agencies to collect and send funds across the industry. Agencies easily collect credit card and ACH payments from insureds using their own mobile payment page. Sign Up Today Join the ePayPolicy network and take advantage of these key benefits for your insurance
- [Essential Plan](https://epaypolicy.com/pricing/essential-plan/) - Essentials Plan $25 per month. No contract. Unlimited users. Everything your agency needs to delight your customers without the expected headache of payment collection. The Essentials Plan gives you a secure, mobile-friendly payment page branded to your agency. You can link it to your website, emails, invoices – anywhere you like. The plan also includes
- [Integrated Plan](https://epaypolicy.com/pricing/integrated-plan/) - Integrated Plan $50 per month. No contract. Unlimited users. To faster payments and beyond! Designed for streamlined connection with your management system, the Integrated Plan allows you to automate accounting processes, reduce double work, and save hours of time. Everything in the Essentials Plan, plus API connections to the core software that drives your business.
- [Getting Started FAQ](https://epaypolicy.com/how-it-works/getting-started-faq/) - FAQ: Getting Started What is required to get started?Besides 5 minutes not much. Have your basic account information ready, including which bank accounts you would like your funds deposited. If ready click here to get signed up! My Agency is a Sole Proprietorship, can I use ePayPolicy?No, currently ePayPolicy does not work with agencies that
- [Using ePayPolicy FAQ](https://epaypolicy.com/how-it-works/using-epaypolicy-faq/) - FAQ: Using ePayPolicy What credit cards do you accept?We accept all 4 major credit cards. Visa, Mastercard, American Express and Discover. What is the funding timeline for processed transactions?Credit card, debit card, and ACH payments will typically take about 2 business days to settle to your bank account. Is there a limit on the size
- [Custom Plan](https://epaypolicy.com/client-updates-and-features/custom-plan/) - Custom PlanLooks like you’re currently on our custom payment page plan! These features can make a big difference! Recurring Payments Expand convenience for clients by allowing them to set up recurring automatic payments on a scheduled basis. This is great for clients making installment payments. Play Video Play Video Prefill Payment Page Send a prefilled payment
- [Thank You](https://epaypolicy.com/thank-you/) - Hey, thanks! Thanks for renewing your email interest with us. We’ll do our best to make it worth your time. Chris Paradiso Owner of Paradiso Insurance Since implementing ePayPolicy our clients have fully embraced digital payments. This technology provides game-changing features, saves the agency money and delivers an excellent client experience. Eric Cervantes Vice President
- [Videos](https://epaypolicy.com/videos/) - Grid [yotuwp type="playlist" id="PLP4D_cUsPJLCI82PVYSAiWUbPn_iQKtHu" player="mode=popup&autoplay=1" title="on" description="on" column="2"] List [yotuwp type="playlist" id="PLP4D_cUsPJLCI82PVYSAiWUbPn_iQKtHu" template="list" title="on" description="on" player="mode=popup&autoplay=1" column="2"] Mix [yotuwp type="playlist" id="PLP4D_cUsPJLCI82PVYSAiWUbPn_iQKtHu" template="mix" title="on" description="on" player="mode=popup&autoplay=1"] Carousel [yotuwp type="playlist" id="PLP4D_cUsPJLCI82PVYSAiWUbPn_iQKtHu" template="carousel" player="mode=popup&autoplay=1"] Player on left [yotuwp type="playlist" id="PLP4D_cUsPJLCI82PVYSAiWUbPn_iQKtHu" column="1" template="big-left" title="on" player="width=400"] Flip [yotuwp type="playlist" id="PLP4D_cUsPJLCI82PVYSAiWUbPn_iQKtHu" template="flip" title="on" player="mode=popup&autoplay=1" styling="title_color=#ffffff&flip_content_bg=#35b032" effects="flip_effect=ythover-shutter-out-diag-2"]
- [Digital Payment Solution for MGAs & Wholesalers](https://epaypolicy.com/mgas-wholesalers/) - Digital Payment Solution for MGAs & WholesalersePayPolicy is the simple, seamless solution for MGAs and wholesalers to collect and send funds across the industry while utilizing additional features through our management system integrations. sign Up Today Join the ePayPolicy network today and take advantage of these key benefits Share your PCI level 1 secure branded
- [Digital Payment Solution for Premium Finance Companies](https://epaypolicy.com/pfcs/) - Digital Payment Solution for PFCsePayPolicy is the simple, seamless solution for premium finance companies to collect and send funds across the industry. PFCs can then pass them along to their broker and MGA partners with ease. Sign Up Today Join the ePayPolicy network and take advantage of these key benefits for your premium finance company
- [Digital Payment Solution for Insurance Carriers](https://epaypolicy.com/digital-payment-solution-for-insurance-carriers/) - Digital Payment Solution for Insurance CarriersePayPolicy is the simple, seamless solution to collect premium payments directly from your insureds, retail agencies, or MGA/broker partners. Schedule a Demo Join the ePayPolicy network and take advantage of these key benefits today Customizable API integration Branded payment page with unique URL ONE dashboard to manage and track both
- [6 reasons why independent agents choose ePayPolicy over Input 1](https://epaypolicy.com/independent-agencies/6-reasons-why-independent-agents-choose-epaypolicy-over-input-1/) - 6 Reasons Why Indie Agents Choose ePayPolicy Over Input 1ePayPolicy is the preferred digital payment processor for over 3,300 independent agencies nation wide. Schedule Demo Get Setup within 48 hours Branded Payment Page No Hidden Costs Local Customer Support Integration & API Ready Seamless Experience Use Promo Code"Speed Up Funds"to Receive Your First Month Free
- [6 reasons why independent agents choose ePayPolicy over One Inc](https://epaypolicy.com/independent-agencies/6-reasons-why-independent-agents-choose-epaypolicy-over-one-inc/) - 6 Reasons Why Indie Agents Choose ePayPolicy Over One IncePayPolicy is the preferred digital payment processor for over 3,300 independent agencies nation wide. Schedule Demo Get Setup within 48 hours Branded Payment Page No Hidden Costs Local Customer Support Integration & API Ready Seamless Experience Use Promo Code"Speed Up Funds"to Receive Your First Month Free
- [6 reasons why independent agents choose ePayPolicy over payment vision](https://epaypolicy.com/independent-agencies/6-reasons-why-independent-agents-choose-epaypolicy-over-payment-vision/) - 6 Reasons Why Indie Agents Choose ePayPolicy Over Payment VisionePayPolicy is the preferred digital payment processor for over 3,300 independent agencies nation wide. Schedule Demo Get Setup within 48 hours Branded Payment Page No Hidden Costs Local Customer Support Integration & API Ready Seamless Experience Use Promo Code"Speed Up Funds"to Receive Your First Month Free
- [6 reasons why independent agents choose ePayPolicy over simply easier](https://epaypolicy.com/independent-agencies/6-reasons-why-agents-choose-epaypolicy-over-simply-easier/) - 6 Reasons Why Independent Agents Choose ePayPolicy Over Simply Easier ePayPolicy is the preferred digital payment processor for over 3,300 independent agencies nation wide. Schedule Demo Get Setup within 48 hours Branded Payment Page No Hidden Costs Local Customer Support Integrated & API Ready Seamless Experience Use Promo Code"Speed Up Funds"to Receive Your First Month
- [6 reasons why independent agents choose ePayPolicy over Xpress Bill Pay](https://epaypolicy.com/independent-agencies/6-reasons-why-independent-agents-choose-epaypolicy-over-xpress-bill-pay/) - 6 Reasons Why Indie Agents Choose ePayPolicy Over Xpress Bill PayePayPolicy is the preferred digital payment processor for over 3,300 independent agencies nation wide. Schedule Demo Get Setup within 48 hours Branded Payment Page No Hidden Costs Local Customer Support Integrated & API Ready Seamless Experience Use Promo Code"Speed Up Funds"to Receive Your First Month
- [Client Spotlight Series](https://epaypolicy.com/client-spotlight-series/) - Client Spotlight Series A Payments Transformation: How ePayPolicy Solved the Time Crunch for Yorba Linda Insurance Services Evy Gantenbein October 22, 2025 Yorba Linda Insurance Services, a California-based family-owned agency celebrating its silver anniversary, understood that their family-centric, personalized ... Read More → Turning Payments into a Power Move with Angela Adams Consulting Evy Gantenbein
- [Applied Digital Payment Processing Partner](https://epaypolicy.com/independent-agencies/appliedpartner/) - Speed up receivables with epaypolicy Applied Users ePayPolicy is the only payment provider built specifically for the insurance industry. Speed up receivables, bind business faster and provide a seamless payment experience for your clients. Activate Online Bill Pay and credit card and ACH payments seamlessly integrate with CSR24, allowing payments to automatically sync into Epic
- [Cost Of A Paper Check Calculator - Netvu members](https://epaypolicy.com/independent-agencies/cost-of-a-paper-check-calculator-netvu-members/) - NetVU Users! How Much are Paper Checks Costing You? Submit Skip the Paper and Go Digital Today Schedule a Demo In a study conducted by the Aberdeen Group, the average cost of a paper check was $7.78 The True Costs of Paper Checks Revealed We calculated that it cost us between $30 to $40 to
- [PCI Best Practices For Merchants](https://epaypolicy.com/pci/) - PCI Security Best PracticesRecommendations for Merchants When Collecting Credit Card Payments AssumptionThe merchant is accepting payment card transactions via the ePayPolicy payment page and occasional payments via the phone.People1. Vendor-supplied default passwords are always changed before installing a system on the network. Unnecessary default accounts are removed or disabled before installing a system on the
- [Vertafore partner](https://epaypolicy.com/vertaforepartner/) - We're In This Together Proud Strategic Vertafore Partner As a member of Vertafore’s Orange Partner Program, ePayPolicy wants to help support you and your agency as you continue to help and support your insureds. We’ve teamed up with Vertafore and are offering one month free (including integrations) of ePayPolicy so you can continue to collect payments while keeping your
- [Activation Call Conformation](https://epaypolicy.com/activation-call-thank-you/) - Your Activation Call is Confirmed! Be sure to follow us on social and stay up to date on the latest news, releases, and events across the industry. Linkedin Facebook Twitter
- [Schedule Your Activation Call](https://epaypolicy.com/account-activation-call/) - Schedule Your Activation Call
- [Recurring Payments](https://epaypolicy.com/recurring-payments/) - Recurring Payments Offering your clients a recurring payment schedule is easy within ePayPolicy.Recurring Payments is just one of the many powerful features within ePayPolicy that speeds ups receivables and makes collecting insurance payments friction-less.Give your loyal customers a flexible payment schedule.If you’re a Custom Payment page subscriber, your customers can easily set up recurring payments
- [BigINJ's Preferred Digital Payment Processor](https://epaypolicy.com/endorsements/biginj/) - Big I New Jersey endorses ePayPolicy as the payment processor of choice for its membersThe simplest way to collect insurance payments Sign Up We chose ePayPolicy as our payment processor because their insurance-specific digital payment processing platform has rapidly become the best in class. But ePayPolicy goes beyond technology. Sheri A. Acconzo, President & CEO
- [Custom Payment Page](https://epaypolicy.com/custom/) - Custom Payment PagesGet more context when your customers pay. The ePayPolicy custom payment page option offers a variety of options when you set up your organization’s payment portal. Customers get intuitive guidelines each time they make a transaction, and you get the exact details you need to easily reconcile and track funds. Add Attachments Attach
- [Setting Up Receivables](https://epaypolicy.com/receivables/) - Receivables Ready to Setup Receivables? Follow the instructions below to link your account with your MGA partner. 1. Log Into The Dashboard Now that your account is active and you’ve created a password login to your dashboard. Navigate to the left menu, select “Accounts” then select your agency. 2. Select Receivables On the right submenu at

## Landing Pages

- [ChatBotTestLandingPage](https://epaypolicy.com/chatbottestlandingpage/) - Client Toolkit We’re here to help you and your team increase utilization of digital payments. About Quickstart Guide Getting started for new customers Email Templates Social Posts Flyers Stylized Buttons 6+ Months Email Templates Social Posts Flyers Stylized Buttons
- [ePayPolicy and Agents Brokers United](https://epaypolicy.com/epaypolicy-and-agents-brokers-united/) - Agent Brokers United Partners With ePayPolicy As Their Payment Platform of Choice The simplest way to collect insurance payments Features track and reconcile branded and customizable faster receivables

## My Templates

- [Default Kit](https://epaypolicy.com/?elementor_library=default-kit)
- [Header](https://epaypolicy.com/?elementor_library=header) - Take a Tour TOUR A PAYMENT PAGE IN 60 SECONDS TAKE A TOUR > Product Payments Payment Page & DashboardSeamless online payments with ACH & credit card support, and full customization.Finance ConnectIntegrate premium financing at checkout for a frictionless experience.CheckMateTurn paper checks into digital payments effortlessly.Quotes and InvoicesCreate, send, and track invoices for faster
- [Global Footer (AK-8/28)](https://epaypolicy.com/?elementor_library=footer-ak) - Content area
- [Exit Intent Pop Up](https://epaypolicy.com/?elementor_library=exit-intent-pop-up) - Content area
- [Digital calculator page](https://epaypolicy.com/?elementor_library=digital-calculator-page) - instant calculation 2-Minute Digital Payments Savings Calculator See exactly how much cash is leaking from your payment flows–and how to turn it into measurable ROI. Calculate Your Savings Book Payments Assessment How Much Are Payment Fees Really Costing Your Organization? Eliminate the unnecessary dollars you’re currently losing annually on labor, check printing, postage, bank fees,
- [Enterprise 2025](https://epaypolicy.com/?elementor_library=enterprise-2025) - Enterprise Accounting for insurance Powerful Payment Tools for Carriers, MGAs, PFCs, Brokers and AgenciesePayPolicy is the fastest and easiest way to collect and send payments in the insurance industry. Request Demo Integrations time saving API integrations Nobody wants another software in a silo. ePay integrates with the most popular management systems. Need more? We can
- [Category Page](https://epaypolicy.com/?elementor_library=category-page) - Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Search Search ePayPolicy Blog: Category Page The Insurance Payments Ecosystem: What Agencies, MGAs, and Carriers Need to Know As an agency, MGA, or carrier, you know that when a
- [payables-connect-09132025](https://epaypolicy.com/?elementor_library=payables-connect-09132025) - Payables Connect: Payables Have Met Their MatchAutomatically scan, match and reconcile market invoices, with the payables solution built for scale. Schedule a Demo See It In Action 7,000+ customers PCI LEVEL-1 SECURITY Features: Payables Connect Faster, Pain-Free Payables, Without the Endless Statement Sorting No more manual reconciliation of market invoices and carrier statements. Truly Connected
- [home-09062025](https://epaypolicy.com/?elementor_library=home-09062025) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy setup - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security Find
- [home-09032025](https://epaypolicy.com/?elementor_library=home-09032025) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy setup - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security Find
- [Home-08292025](https://epaypolicy.com/?elementor_library=home-08292025) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy setup - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security Find
- [home-08282025](https://epaypolicy.com/?elementor_library=home-08282025) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy set up - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security
- [Pricing_August 26_b](https://epaypolicy.com/?elementor_library=pricing_august-26_b) - Bring Your Insurance Payments Up to Speed Explore our pricing plans and find one that fits your needs. Compare Plans Essentials A simple solution that just works for those getting started with digital payments. $ 25 Customizable Payment Page Real-time Dashboard Accept Major Credit Cards and ACH Unlimited Users Try Free for 60 Days MONTHLY
- [Pricing_August 26](https://epaypolicy.com/?elementor_library=pricing_august-26) - Bring Your Insurance Payments Up to Speed Explore our pricing plans and find one that fits your needs. Start for Free Essentials A simple solution that just works for those getting started with digital payments. $ 25 Customizable Payment Page Real-time Dashboard Accept Major Credit Cards and ACH Unlimited Users Try Free for 90 Days
- [Home-08232025](https://epaypolicy.com/?elementor_library=home-08232025) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy set up - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security
- [Blog-08222025](https://epaypolicy.com/?elementor_library=blog-08222025) - Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Search Search ePayPolicy Blog Honor Capital Joins Finance Connect February 9, 2026 No Comments Honor Capital has joined other insurance premium finance companies as a part of ePayPolicy's Finance
- [Testimonials-08222025](https://epaypolicy.com/?elementor_library=testimonials-08222025) - Testimonials and Customer StoriesLearn how ePay has helped thousands of customers make payments the easiest thing they do. Book Demo Watch Videos A Payments Transformation: How ePayPolicy Solved the Time Crunch for Yorba Linda Insurance Services Read More » October 22, 2025 No Comments Turning Payments into a Power Move with Angela Adams Consulting Read
- [MGAs-Brokers-08222025](https://epaypolicy.com/?elementor_library=mgas-brokers-08222025) - MGA's, MGU's and Brokers Simplify Your Payments, Improve Cash Flow, and Focus on Growth Finally, an automated payment solution designed to meet the unique needs of MGAs, MGUs, and brokers. Schedule a Demo 3 Key Benefits AR. AP. ASAP. A Unified Receivables NetworkConnect with your network of agency partners to simplify receivables, ensuring consistent cash
- [enterprise-pfcs-08222025](https://epaypolicy.com/?elementor_library=enterprise-pfcs-08222025) - Premium Finance Companies Payment Processing for Premium Finance Companies Schedule Demo PFCs utilize our platform every day to securely send funds across the industry. Now, you can easily collect digital payments from insureds and pass them along to your broker and MGA partners. An industry’s worth of endorsements. ePayPolicy is endorsed by dozens of Independent
- [payments-for-insurance-carriers-082220225](https://epaypolicy.com/?elementor_library=payments-for-insurance-carriers-082220225) - CARRIERS Boost Efficiency and Cash Flow with Easy, Secure Digital PaymentsePayPolicy simplifies premium collections and disbursement with flexible payment options that seamlessly integrate with your existing systems. Schedule a Demo 3 Key Benefits Fast, Effortless, and Secure Fast, Secure PaymentsAccelerate payment collection by up to 50% and boost completion rates with our no-login-required payment feature.
- [Payables Connect-08222025](https://epaypolicy.com/?elementor_library=payables-connect-08222025) - Payables Connect: Payables Have Met Their MatchAutomatically scan, match and reconcile market invoices, with the payables solution built for scale. Schedule Demo See It In Action 7,000+ customers PCI LEVEL-1 SECURITY Features: Payables Connect Faster, pain-free payables, without the endless statement sorting No more manual reconciliation of market invoices and carrier statements. Truly Connected Accounting
- [quotes_and_invoices_0821205](https://epaypolicy.com/?elementor_library=quotes_and_invoices_0821205) - Quotes and InvoicesBind policies faster with simple quote creation and delivery - including premium financing - and see it all from your dashboard. Let's Chat! Take a Tour 7,000+ customers PCI LEVEL-1 SECURITY Features: Quotes and Invoices Invoices Out, Payments In No more email attachments, paper statements or “Checks* in the mail” conversations. Create new
- [Finance Connect-08212025](https://epaypolicy.com/?elementor_library=finance-connect-08212025) - Premium Financing, Made SimplerEnabling insurance companies to offer easy financing - with their premium finance partners - right at online checkout. Take a Tour Schedule demo PCI LEVEL-1 SECURITY Features: Finance Connect Your PFC Partners + Your Payment Page Combining the ease of integrated online payments with financing at checkout to help improve conversion rates
- [Pricing_August 20](https://epaypolicy.com/?elementor_library=pricing_august-20) - Bring Your Insurance Payments Up to Speed Explore our pricing plans and find one that fits your needs. Start for Free Essentials A simple solution that just works for those getting started with digital payments. $ 25 Customizable Payment Page Real-time Dashboard Accept Major Credit Cards and ACH Unlimited Users Try Free for 90 Days
- [payment_dashboard_08202025](https://epaypolicy.com/?elementor_library=payment_dashboard_08202025) - Features: Payment Page & Dashboards A No-Fuss Payment Page for Them. A Comprehensive Dashboard for YouWith your logo and custom branding, there's nothing generic about your payment page. It just works. Plus, your dashboard provides a birds-eye view with transaction level data with every dollar you collect. Custom without coding Give your customers confidence when
- [features-08202025](https://epaypolicy.com/?elementor_library=features-08202025) - Online Payments, Built Just for InsuranceYour customers will love the convenience of online credit card and ACH payments, but the benefits don’t stop there. Keep scrolling to explore all the features we’ve got to offer. Schedule Demo CUSTOM PAYMENT PAGE & DASHBOARD A Modern, Mobile-Friendly Page for Them. A Comprehensive, Birds-Eye View for You Our
- [Pricing](https://epaypolicy.com/?elementor_library=pricing) - Bring Your Insurance Payments Up to Speed Explore our pricing plans and find one that fits your needs. Compare Plans Essentials A simple solution that just works for those getting started with digital payments. $ 25 Customizable Payment Page Real-time Dashboard Accept Major Credit Cards and ACH Unlimited Users Try Free for 90 Days MONTHLY
- [Agencies-081925](https://epaypolicy.com/?elementor_library=agencies-081925) - AGencies Get Paid Faster with the New Standard for Insurance PaymentsGive customers payment flexibility, while making payments the easiest thing you do. Start with our customizable payment page, branded to your Agency. Request Demo Take a Tour 3 Key Benefits Faster, More Efficient and Convenient Bind Policies FasterAccept online payments via ACH and credit card,
- [how it works - 08192025](https://epaypolicy.com/?elementor_library=how-it-works-08192025-2) - How ePay Makes Payments a BreezeThe Insurance Industry Has a Payments ProblemHave you ever been in the checkout line behind someone who was writing a check? Right now, the insurance industry IS that checkout line - slowed down by an outdated way of making payments.But, with ePay, insurance companies can make the leap. Here's how.
- [how it works 08192025](https://epaypolicy.com/?elementor_library=how-it-works-08192025) - How ePay Makes Payments a BreezeThe Insurance Industry Has a Payments ProblemHave you ever been in the checkout line behind someone who was writing a check? Right now, the insurance industry IS that checkout line - slowed down by an outdated way of making payments.But, with ePay, insurance companies can make the leap. Here's how.
- [Quotes & Invoices-081825](https://epaypolicy.com/?elementor_library=quotes-invoices-081825) - Quotes and InvoicesBind policies faster with simple quote creation and delivery - including premium financing - and see it all from your dashboard. Let's Chat! Take Tour 7,000+ customers PCI LEVEL-1 SECURITY Features: Quotes and Invoices Invoices Out, Payments In No more email attachments, paper statements or “check’s in the mail” conversations. Create new and
- [Integrations-081825](https://epaypolicy.com/?elementor_library=integrations-081825) - IntegrationsPowerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations are available as well. Get Started Explore Integrations Integrations make fast even fasterAutomate work, improve security, and reduce manual, redundant tasks. Real-Time Invoicing Let your insureds review and select which invoices they would like to pay directly from
- [Blog-080825](https://epaypolicy.com/?elementor_library=blog-080825) - Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Search Search ePayPolicy Blog Honor Capital Joins Finance Connect February 9, 2026 No Comments Honor Capital has joined other insurance premium finance companies as a part of ePayPolicy's Finance
- [MGAs-Brokers-080825](https://epaypolicy.com/?elementor_library=mgas-brokers-080825) - MGA's, MGU's and Brokers Simplify Your Payments, Improve Cash Flow, and Focus on Growth Finally, an automated payment solution designed to meet the unique needs of MGAs, MGUs, and brokers. Schedule a Demo 3 Key Benefits AR. AP. ASAP. A Unified Receivables NetworkConnect with your network of agency partners to simplify receivables, ensuring consistent cash
- [Insurance Carriers-080825](https://epaypolicy.com/?elementor_library=insurance-carriers-080825) - CARRIERS Boost Efficiency and Cash Flow with Easy, Secure Digital PaymentsePayPolicy simplifies premium collections and disbursement with flexible payment options that seamlessly integrate with your existing systems. Schedule a Demo 3 Key Benefits Fast, Effortless, and Secure Fast, Secure PaymentsAccelerate payment collection by up to 50% and boost completion rates with our no-login-required payment feature.
- [Quotes & Invoices-080825](https://epaypolicy.com/?elementor_library=quotes-invoices-080825) - Quotes and InvoicesBind policies faster with simple quote creation and delivery - including premium financing - and see it all from your dashboard. Let's Chat! Take Tour 7,000+ customers PCI LEVEL-1 SECURITY Features: Quotes and Invoices Invoices Out, Payments In No more email attachments, paper statements or “check’s in the mail” conversations. Create new and
- [Checkmate-080825](https://epaypolicy.com/?elementor_library=checkmate-080825) - CheckMate Check Payments Have Never Been EasierConsolidate check and online insurance payments in one dashboard, with daily batching and reconciliation, so you never have to touch a paper check again. Schedule Demo See It In Action Lockbox Security Features: Checkmate Some of your clients still prefer checks.We can handle that for you. CheckMate makes taking
- [Features-080825](https://epaypolicy.com/?elementor_library=features-080825) - Online Payments, Built Just for InsuranceYour customers will love the convenience of online credit card and ACH payments, but the benefits don’t stop there. Keep scrolling to explore all the features we’ve got to offer. Schedule Demo CUSTOM PAYMENT PAGE & DASHBOARD A Modern, Mobile-Friendly Page for Them. A Comprehensive, Birds-Eye View for You Our
- [Agencies-080825](https://epaypolicy.com/?elementor_library=agencies-080825) - AGencies Get Paid Faster with the New Standard for Insurance PaymentsGive customers payment flexibility, while making payments the easiest thing you do. Start with our customizable payment page, branded to your Agency. Request Demo Take a Tour 3 Key Benefits Faster, More Efficient and Convenient Bind Policies FasterAccept online payments via ACH and credit card,
- [Integrations-080825](https://epaypolicy.com/?elementor_library=integrations-080825) - IntegrationsPowerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations are available as well. Get Started Explore Integrations Integrations make fast even fasterAutomate work, improve security, and reduce manual, redundant tasks. Real-Time Invoicing Let your insureds review and select which invoices they would like to pay directly from
- [How it works-080825](https://epaypolicy.com/?elementor_library=how-it-works-080825) - How ePay Makes Payments a BreezeThe Insurance Industry Has a Payments ProblemHave you ever been in the checkout line behind someone who was writing a check? Right now, the insurance industry IS that checkout line - slowed down by an outdated way of making payments.But, with ePay, insurance companies can make the leap. Here's how.
- [Landing Page-080825](https://epaypolicy.com/?elementor_library=landing-page-080825) - The Preferred Payment Processor for InsuranceePayPolicy is the fastest and easiest way to collect and send payments in the insurance industry. Schedule Demo View Features Welcome to payments heaven. Custom, Branded Payment Page Give your clients the ability to pay you online via ACH or credit card. Our Payment Page is branded to your business,
- [test](https://epaypolicy.com/?elementor_library=test) - Click here
- [123](https://epaypolicy.com/?elementor_library=123) - EPAYPOLICY INTEGRATION FEATURE AutopayYour client can now set up their account to automatically pay their due invoices once they are posted from your management system. Get Started Provide Optimal Convenience Save Time & Resources Keep Your Team & Partners Safe Increase Speed of Receivables Go above and beyond with integrated pages. After a payment has
- [home-save-08082025](https://epaypolicy.com/?elementor_library=home-save-08082025) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy set up - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security
- [home-page](https://epaypolicy.com/?elementor_library=home-page) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy set up - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security
- [Features-08042025](https://epaypolicy.com/?elementor_library=features-08042025) - Online Payments, Built Just for InsuranceYour customers will love the convenience of online credit card and ACH payments, but the benefits don’t stop there. Keep scrolling to explore all the features we’ve got to offer. Schedule Demo CUSTOM PAYMENT PAGE & DASHBOARD A modern, mobile-friendly page for them. A comprehensive, birds-eye view for you. Our
- [Integrations-08042025](https://epaypolicy.com/?elementor_library=integrations-08042025) - IntegrationsPowerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations available as well. Get Started Explore Integrations Integrations make fast even faster.Automate work, improve security and reduce manual, redundant tasks. Real-Time Invoicing Let your insureds review and select which invoices they would like to pay directly from your
- [Home-08042025](https://epaypolicy.com/?elementor_library=home-08042025) - Streamlined Payments for the Insurance Industry From Agencies and MGAs to PFCs and Carriers—we help the insurance world get paid faster and operate smarter. Fast and easy set up - Begin accepting digital payments in just a couple of days Risk-free - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security
- [Global Footer (AK-8/28)](https://epaypolicy.com/?elementor_library=global-footer-ak-8-28) - Content area
- [footer-07092025](https://epaypolicy.com/?elementor_library=footer-07092025) - Content area
- [Tourial Demo](https://epaypolicy.com/?elementor_library=tourial-demo) - Explore All Features Try it Free - For 60 Days
- [Home-backup-07092025](https://epaypolicy.com/?elementor_library=home-backup-07092025) - How Insurance Companies Make Payments a Breeze Secure online payments, connected accounting and solutions for scale. Oh, and your customers will love it. How it Works Schedule a Demo Trusted by over 7,000+ insurance organizations We Solve the Payments Headache Across the Insurance Industry agencies brokers and mgas premium finance companies carriers Are Slow Payments
- [header-07092025](https://epaypolicy.com/?elementor_library=header-07092025) - Take a Tour TOUR A PAYMENT PAGE IN 60 SECONDS TAKE A TOUR > Product Payments Payment Page & DashboardSeamless online payments with ACH & credit card support, and full customization.Finance ConnectIntegrate premium financing at checkout for a frictionless experience.CheckMateTurn paper checks into digital payments effortlessly.Quotes and InvoicesCreate, send, and track invoices for faster
- [Home-07092025](https://epaypolicy.com/?elementor_library=home-07092025) - Streamlined Payments for the Insurance Industry From Independent Agencies to MGAs, We Help the Insurance World Get Paid Faster and Operate Smarter Fast and easy set up - Accept digital payments in as little as 24 hours Risk-free, no contracts - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security View
- [Header](https://epaypolicy.com/?elementor_library=header-4) - Take a Tour TOUR A PAYMENT PAGE IN 60 SECONDS TAKE A TOUR > Product Payments Payment Page & DashboardSeamless online payments with ACH & credit card support, and full customization.Finance ConnectIntegrate premium financing at checkout for a frictionless experience.CheckMateTurn paper checks into digital payments effortlessly.Quotes and InvoicesCreate, send, and track invoices for faster
- [Agencies Page 2025](https://epaypolicy.com/?elementor_library=agencies-page-2025) - AGencies Get Paid Faster with the New Standard for Insurance PaymentsGive customers payment flexibility, while making payments the easiest thing you do. Start with our customizable payment page, branded to your Agency. Request Demo Take a Tour 3 Key Benefits Faster, More Efficient and Convenient Bind Policies FasterAccept online payments via ACH and credit card,
- [FAQs - Client Toolkit](https://epaypolicy.com/?elementor_library=faqs-client-toolkit) - Frequently asked questions (and helpful answers). After many years in the industry, we hear a lot of valid questions. Here are some of the most common questions and answers. GettingStarted Using ePayPolicy Integrations / APIs DataSecurity Getting Started What is required to get started? Besides 5 minutes not much. Have your basic account information ready,
- [Customers Section](https://epaypolicy.com/?elementor_library=customers-section) - We Solve the Payments Headache, Across the Insurance Industry agencies brokers and mgas premium finance companies carriers
- [Problem Setup Block](https://epaypolicy.com/?elementor_library=problem-setup-block) - Are slow payments slowing you down? For many insurance companies, payments are a pain. Our founders experienced the frustration of inefficient insurance payments firsthand, and built ePay with the belief that getting paid should be the easiest thing you do. How it Works Schedule a demo
- [MGA Page](https://epaypolicy.com/?elementor_library=mga-page) - MGA's, MGU's and Brokers Simplify Your Payments, Improve Cash Flow, and Focus on Growth Finally, an automated payment solution designed to meet the unique needs of MGAs, MGUs, and brokers. Schedule a Demo 3 Key Benefits AR & AP ASAP A Unified Receivables NetworkConnect with your network of agency partners to simplify receivables, ensuring consistent
- [Calendly Form](https://epaypolicy.com/?elementor_library=calendly-form-2) - Highly rated from businesses just like yours
- [Legal](https://epaypolicy.com/?elementor_library=legal) - Legal and Privacy SEE TERMS SEE POLICY SEE POLICY
- [Persona Pages_2025](https://epaypolicy.com/?elementor_library=persona-pages_2025) - Empower your business with a payment platform designed specifically for insurance Carriers. Boost Efficiency and Cash Flow with Easy, Secure Digital PaymentsePayPolicy simplifies premium collections and disbursement with flexible payment options that seamlessly integrate with your existing systems. Schedule a Demo 3 Key Benefits Fast, Effortless, and Secure Fast, Secure PaymentsAccelerate payment collection by up
- [Banner Header](https://epaypolicy.com/?elementor_library=elementor-header-6066) - TOUR A PAYMENT PAGE IN 60 SECONDS TAKE A TOUR Product Payments Payment Page & DashboardSeamless online payments with ACH & credit card support, and full customization.Finance ConnectIntegrate premium financing at checkout for a frictionless experience.CheckMateTurn paper checks into digital payments effortlessly.Quotes and InvoicesCreate, send, and track invoices for faster payments. Integrations Integrated PartnersConnect with
- [Demo Page_February 2025](https://epaypolicy.com/?elementor_library=demo-page_february-2025) - Schedule Your DemoReady to make payments easier? Talk with a payments expert.WHY EPAYPOLICY?Custom branded to your businessIntegrated with the most popular AMS and PAS + open APIUS-based insurance expert supportPCI Level 1 SecurityRisk-free, no contractsFee flexibility - pass or absorbFree for 60 daysWe just need a few quick details to connect you with the right
- [Customer Terms of Agreement](https://epaypolicy.com/?elementor_library=customer-terms-of-agreement) - Legal and Privacy SEE TERMS SEE POLICY SEE POLICY ePayPolicy Customer Terms of Service Last Updated Date: February 4, 2025ARBITRATION NOTICE: SECTION 34 OF THESE TERMS CONTAINS A BINDING ARBITRATION PROVISION. BY AGREEING TO THESE TERMS, YOU AGREE THAT ALL DISPUTES WILL BE RESOLVED THROUGH ARBITRATION ON AN INDIVIDUAL BASIS. YOU WAIVE THE RIGHT TO PARTICIPATE
- [Demo Pge_10.10.24](https://epaypolicy.com/?elementor_library=demo-pge_10-10-24) - Schedule Your Demo Ready to make payments easier? Try ePayPolicy for free for 60 days. Schedule Your Demo Ready to make payments easier? Try ePayPolicy for free for 60 days. Easier Payments, Built for Insurance WHY EPAYPOLICY?Branded to your businessOpen APIs, integrated with the most popular AMSInsurance expert supportPCI Level 1 SecurityRisk-free, no contractsSolutions for checks, payables
- [Cyber Week](https://epaypolicy.com/?elementor_library=cyber-week) - Cyber Week 2021 Demo A Secure and Seamless Payment Experience, Built for Insurance You’re one step closer to eliminating paper checks and speeding up your receivables.With ePayPolicy you’ll enjoy: Secure PCI level 1 branded payment page Insurance centric solution & dashboard Open API & integration ready solution Dedicated support & account management team Simple 5
- [Hero Header with Video](https://epaypolicy.com/?elementor_library=hero-header-with-video) - How Insurance Companies Make Payments a Breeze Secure online payments, connected accounting and solutions for scale. Oh, and your customers will love it. How it Works Schedule demo
- [PFC Landing Page](https://epaypolicy.com/?elementor_library=pfc-landing-page) - Through an ePayPolicy payment page, Peoples Premium Finance users can now offer financing right at checkout! Click below to schedule a demo: Current ePayPolicy Customer New ePayPolicy Customer 7,500+ customers PCI LEVEL-1 SECURITY Features: Finance Connect Your PFC Partners + Your Payment Page Combining the ease of integrated online payments with financing at checkout to
- [Post-AK](https://epaypolicy.com/?elementor_library=post-ak) - Post-AK Evy Gantenbein June 16, 2020 (AUSTIN, TX – 2/4/2026) – Honor Capital has partnered with ePayPolicy to make premium financing easier to access, and effortless to offer.With ePayPolicy’s Finance Connect, insurance brokers and agencies who work with Honor Capital can now present simple financing options to payors when they’re paying online.Honor and ePayPolicy’s mutual
- [Header – BH Mobile Nav Test](https://epaypolicy.com/?elementor_library=header-3) - Search
- [Mobile Nav](https://epaypolicy.com/?elementor_library=mobile-nav) - Content area
- [Elementor Loop Item #5845](https://epaypolicy.com/?elementor_library=elementor-loop-item) - Elementor Loop Item #5845
- [Elementor Loop Item #5846](https://epaypolicy.com/?elementor_library=elementor-loop-item-2)
- [Client Toolkit](https://epaypolicy.com/?elementor_library=client-toolkit) - Client Toolkit We’re here to help you and your team increase utilization of digital payments. About Quickstart Guide Getting started for new customers Email Templates Social Posts Flyers Stylized Buttons 6+ Months Email Templates Social Posts Flyers Stylized Buttons
- [Integrations - Client Toolkit](https://epaypolicy.com/?elementor_library=integrations-client-toolkit) - IntegrationsPowerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations available as well. Get Started Explore Integrations Integrations make fast even faster.Automate work, improve security and reduce manual, redundant tasks. Real-Time Invoicing Let your insureds review and select which invoices they would like to pay directly from your
- [Video Tutorials - Client Toolkit](https://epaypolicy.com/?elementor_library=video-tutorials-client-toolkit) - Video Tutorials A library of how-to videos to make payments the easiest part of your business. FEATURED Invoice Notifications – Automate your invoice notification process Invoice notifications do the collections work for you. Once set up, they'll send out payment requests so you won't have to, and will even follow up on past due payment
- [GIF Content Block (rounded corners)](https://epaypolicy.com/?elementor_library=gif-content-block-rounded-corners) - Custom, Branded Payment Page Give your clients the ability to pay you online via ACH or credit card. Our Payment Page is branded to your business, linked to your unique URL, and backed by PCI Level 1 Security. Schedule Demo
- [Client Spotlight Series - Client Toolkit](https://epaypolicy.com/?elementor_library=client-spotlight-series-client-toolkit) - Client Spotlight Series A Payments Transformation: How ePayPolicy Solved the Time Crunch for Yorba Linda Insurance Services Evy Gantenbein October 22, 2025 Yorba Linda Insurance Services, a California-based family-owned agency celebrating its silver anniversary, understood that their family-centric, personalized ... Read More → Turning Payments into a Power Move with Angela Adams Consulting Evy Gantenbein
- [Quickstart Guide](https://epaypolicy.com/?elementor_library=quickstart-guide) - Content area
- [Stylized Buttons - Existing Clients](https://epaypolicy.com/?elementor_library=buttons-existing) - Content area
- [Stylized Buttons - New Clients](https://epaypolicy.com/?elementor_library=buttons-new-clients) - Content area
- [Flyer - Existing Clients](https://epaypolicy.com/?elementor_library=flyer-existing-clients) - Content area
- [Social Posts - New Clients](https://epaypolicy.com/?elementor_library=social-posts-new-clients) - Content area
- [Social Posts - Existing Clients](https://epaypolicy.com/?elementor_library=social-posts-existing-clients) - Content area
- [Email Templates - New Clients](https://epaypolicy.com/?elementor_library=email-templates-new-clients) - Content area
- [Email Templates - Existing Clients](https://epaypolicy.com/?elementor_library=email-templates-existing-clients) - Content area
- [Integrations Page NEW](https://epaypolicy.com/?elementor_library=integrations-page-new) - IntegrationsPowerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations available as well. Get Started Explore Integrations Integrations make fast even faster.Automate work, improve security and reduce manual, redundant tasks. Real-Time Invoicing Let your insureds review and select which invoices they would like to pay directly from your
- [Search Archive Template](https://epaypolicy.com/?elementor_library=search-archive-template) - Template: Search Archive Template Search Search Pages Show all page results → SMB Insurance Payments – Paid … Read More → Enterprise Insurance Payments – Paid Taiwo Shobajo January 29, 2026 Get Paid Faster. Operate Smarter. Over 10,000 happy customers love these benefits: Healthy Cash Flow – Get paid faster with 40+ built-in integrations Reduce
- [Full Search Results Page - LINKED on Main One](https://epaypolicy.com/?elementor_library=full-search-results-page-linked-on-main-one) - Template: Full Search Results Page – LINKED on Main One Search Search SMB Insurance Payments – Paid … Read More → Enterprise Insurance Payments – Paid Taiwo Shobajo January 29, 2026 Get Paid Faster. Operate Smarter. Over 10,000 happy customers love these benefits: Healthy Cash Flow – Get paid faster with 40+ built-in integrations Reduce
- [Integrations - NEW](https://epaypolicy.com/?elementor_library=integrations-new) - IntegrationsPowerful connections to the most popular management and accounting systems for insurance. Custom and open API integrations available as well. Get Started Integrations make fast even faster.Automate work, improve security and reduce manual, redundant tasks. Real-Time Invoicing Lorem ipsum dolor sit amet Invoice Notifications Lorem ipsum dolor sit amet consectetur. AutoPay Lorem ipsum dolor sit
- [Payment Page Dashboard Template](https://epaypolicy.com/?elementor_library=payment-page-dashboard-template) - Features: Payment Page & Dashboards A no-fuss, mobile-friendly payment page for them. A robust, comprehensive dashboard for you. With your logo and custom branding, there’s nothing generic about your payment page. It just works. Plus, your dashboard provides a birds-eye view with transaction level data with every dollar you collect. Custom without coding Give your
- [Integration Page Template](https://epaypolicy.com/?elementor_library=integration-page-template) - epaypolicy integrates with AMS360 Powered by VertaforeStart with our customizable payment page, branded to your business. Get Started BRANDED PAYMENT PAGE AUTO GENERATE SUSPENSES PCI LEVEL 1 SECURITY compliant in all 50 states Why integrate with AMS360? With the AMS360 integration, ePayPolicy provides a simple, seamless way to collect payments electronically via credit card or
- [Blog Page](https://epaypolicy.com/?elementor_library=blog-page) - Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Business Strategy Client Spotlight Series Digital Payment Processing Industry News & Company Updates Search Search ePayPolicy Blog Honor Capital Joins Finance Connect February 9, 2026 No Comments Honor Capital has joined other insurance premium finance companies as a part of ePayPolicy's Finance
- [Integration Features Subpages Template](https://epaypolicy.com/?elementor_library=integration-features-subpages-template) - EPAYPOLICY INTEGRATION FEATURE Invoice NotificationsePayPolicy now offers the ability to automate your invoice notification process by sending email reminders for due and past due invoices on your behalf. Select your preferred frequency based on due date, and emails will auto-send. Get Started Increase Speed of Receivables Save Time & Resources Automate Communications Provide a Great
- [State Endorsement Page Template](https://epaypolicy.com/?elementor_library=state-endorsement-page-template) - IIAT endorses ePayPolicy as the payment processor of choice for its members The simplest way to collect insurance payments Read More Making your day easier makes our day. ePayPolicy’s seamless payment processing solution has significantly improved our client’s user experience. Marit Peters, President/CEO independent insurance agents of texas Features track and reconcile branded and customizable
- [Customer Pages Template](https://epaypolicy.com/?elementor_library=customer-pages-template) - Agencies Give customers payment flexibility, while making payments the easiest thing you do.Start with our customizable payment page, branded to your business. An industry’s worth of endorsements. ePayPolicy is endorsed by dozens of Independent Insurance Agents and Brokers of America State Associations. Much more than a payment processor. Because our founders started in insurance, they
- [Schedule a Demo Template](https://epaypolicy.com/?elementor_library=schedule-a-demo-template) - Want to see why more agencies trust ePayPolicy? We’d love to show you how we can reduce the burden of payments for your team. Schedule a Demo
- [Testimonial Template](https://epaypolicy.com/?elementor_library=testimonial-template) - Making your day easier makes our day. Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it! Stan JonesDexter Insurance ePayPolicy is by far the best e-payment solution out there for insurance agents! Highly recommend. Bradley FlowersPortal Insurance, Insurance Guys Podcast User
- [FAQ Template](https://epaypolicy.com/?elementor_library=faq-template) - Want to see why more agencies trust ePayPolicy? We’d love to show you how we can reduce the burden of payments for your team. Schedule a Demo
- [Landing](https://epaypolicy.com/?elementor_library=elementor-header-5021) - Try Free, 60 Days
- [testimonials B](https://epaypolicy.com/?elementor_library=testimonials-b) - Making your day easier makes our day. Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it! Stan JonesDexter Insurance It's helped us sell more policies since we're able to take payment right away instead of waiting for the check to arrive.
- [CheckMate (w gif, icons)](https://epaypolicy.com/?elementor_library=checkmate-w-gif-icons) - CheckMate, checks. Digital payment adoption is growing, but checks payments persist, especially with larger customers. We created CheckMate to help handle the burden, and consolidate all your payments under one platform. Automate check payments for faster acceptance. Integrated, daily check reconciliation. Simple, flat fee pricing backed by industry expert support. CheckMate: Learn More
- [Hero Video Header](https://epaypolicy.com/?elementor_library=hero-video-header) - Waving goodbye to paper checks is just the beginning.Your customers will love the convenience of online credit card and ACH payments, but the benefits don’t stop there. Keep scrolling to explore all the features we’ve got to offer.
- [Integrations Row](https://epaypolicy.com/?elementor_library=integrations-row) - AMS360 Powered by VertaforeLorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Explore Integration AppliedLorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Explore Integration NowCertsLorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus
- [Testimonials Block (Agencies)](https://epaypolicy.com/?elementor_library=testimonials-block-agencies) - Making your day easier makes our day. Exactly what we needed to improve our billing process. Great product and easy to use. 90% of our agency bill clients use it!Stan JonesDexter Insurance It's helped us sell more policies since we're able to take payment right away instead of waiting for the check to arrive. Set-up
- [Integrations Block](https://epaypolicy.com/?elementor_library=integrations-block-2) - Integrations Put Payments on Autopilot We’ve built connections to the industry’s most common management systems. Don’t use those? We can create custom API connections, too. Explore Integrations
- [FAQ 4 Answers](https://epaypolicy.com/?elementor_library=faq-4-answers) - Question: What Credit Cards Do You AcceptWe accept all 4 major credit cards. Visa, Mastercard, American Express and Discover. Question: What’s the Funding TimelineCredit card, debit card, and ACH payments will typically take about 2 business days to settle to your bank account. Question: How Do I Track Transactions?Your dashboard tracks all transactions, with e-receipts
- [Powerful Tools 2 (Products)](https://epaypolicy.com/?elementor_library=powerful-tools-2-products) - Customizable Payment pages Modern, mobile-friendly and branded to your business, for ACH and credit cards.Learn More → company dashboard Comprehensive, birds-eye view of all your transactions, by customer.Learn More → CheckMate Integrated check automation, so you never have to touch a paper check again.Learn More → AMS / CRM Integrations Make your accounting team’s day – or year,
- [Powerful Tools (Products)](https://epaypolicy.com/?elementor_library=powerful-tools-products) - Powerful tools, built just for insurance. Welcome to payments heaven.
- [Home Page Hero w/ Video](https://epaypolicy.com/?elementor_library=home-page-hero-w-video) - Faster, Easier, Integrated Payments for InsuranceBind policies faster, balance your balance sheet, and give customers an easier path to payment. How It Works Schedule Demo 5,500+ customers PCI Level 1 Secure
- [2022-Button](https://epaypolicy.com/?elementor_library=2022-button) - Read More
- [Secondary Hero](https://epaypolicy.com/?elementor_library=secondary-hero) - How It WorksEven the simplest payment solutions come with a learning curve. Here’s a few of the ways our products can help your team.
- [Centered CTA](https://epaypolicy.com/?elementor_library=centered-cta) - Plans CTA Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus finibus ante in leo scelerisque, et interdum dolor. View Plans
- [Testimonial Slider](https://epaypolicy.com/?elementor_library=testimonial-slider) - Testimonials Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.Mary ScottFounder & CEO Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.John BorthwickFounder & CEO Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do
- [Image H2 Text Button (Image R)](https://epaypolicy.com/?elementor_library=image-h2-text-button-image-r) - Features overview lorem ipsum dolor sit amet. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus finibus ante in leo scelerisque, et interdum dolor. Features
- [Logo Grid](https://epaypolicy.com/?elementor_library=logo-grid) - clients sectionLorem ipsum dolor sit amet consectetur adip.
- [Image H2 Text Button (Image L)](https://epaypolicy.com/?elementor_library=image-h2-text-button-image-l) - ePayPolicy is a digital payment platform for insurers like you. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus finibus ante in leo scelerisque, et interdum dolor. How It Works
- [Team: Eng](https://epaypolicy.com/?elementor_library=team-mktng) - Brennan McElhanon Sr. Developer & Architect Arthur Vanderbilt Sr. Developer Mike Devlin Lead Developer Tyler Wood Application Developer Jeff Pharis Sr. Product Manager Gopala Tatavarthi QA Lead
- [Team: CS](https://epaypolicy.com/?elementor_library=team-cs) - Al Vela Enterprise Onboarding Manager Mallory Schumann Integration Specialist Koula Barsakis Account Manager Mark Lindsay Account Manager Joe Beshears Customer Support Manager Josh Gevara Customer Support Representative
- [Team: Leadership](https://epaypolicy.com/?elementor_library=team-leadership) - Mark Engels CEO Brad Olivier Chief Revenue Officer Adrian Hurtado VP of Customer Success Allyson Hoffman People Operations Manager Joel Kristoferson VP of Finance Justin Jaksha VP of Marketing Nish Modi Chief Product and Technology Officer
- [Team: PS](https://epaypolicy.com/?elementor_library=team-ps) - Jake Duranczyk Senior Product Specialist Jonathan Wilkinson Product Specialist Julio Mendoza Sales Manager Morgan Patterson Product Specialist Pallav Pokhrel Product Specialist Matthew Nunn Product Specialist Tyler Clevenger Product Specialist Zac Franz Sales Manager Jack Naal Product Specialist Marco Hernandez Product Specialist
- [Team: HR](https://epaypolicy.com/?elementor_library=team-hr) - Deanna Belch People Operations Coordinator
- [Header-Cyber](https://epaypolicy.com/?elementor_library=header-2) - Schedule Demo Sign Up
- [Team: Mktng](https://epaypolicy.com/?elementor_library=team-mktng-2) - Alex Werner Business Development Representative Anamaria Cifuentes Digital Marketing Specialist Andrea D'Mello Customer Marketing Specialist
- [Anchors](https://epaypolicy.com/?elementor_library=anchors) - I just launched ePayPolicy 6+ months with ePayPolicy
- [About Us 93](https://epaypolicy.com/?elementor_library=about-us-93) - We Have 25 Years Experience of Financial and Consulting with Global Businesses When, while the lovely valley teems with vapour around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall
- [Read More 2](https://epaypolicy.com/?elementor_library=read-more-2) - PLEASE SEND US YOURQUESTIONS AND WE CANHELPYOU BETTER CONTACT US
- [Counter 9](https://epaypolicy.com/?elementor_library=counter-9) - Live Chat Support Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast of the Semantics. Read More Money Back Guarantee Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live
- [FAQ: Getting Started](https://epaypolicy.com/?elementor_library=faq-getting-started) - What management systems is InsurLink available for? Currently users of AMS360 and Sagitta can access InsurLink and the new payment processing feature. How do I get integrated with InsurLink? To activate InsurLink your ePayPolicy account must first be integrated with either AMS360 or Sagitta. Once active, use the integration form and select “InsurLink” and complete
- [FAQ: Features](https://epaypolicy.com/?elementor_library=faq-features) - Does InsurLink support recurring payments or AutoPay? Not yet - but it is on our product roadmap. Is the “Not Invoiced” or credit on account payment option available on InsurLink? Not yet - but it is on our product roadmap. Can I turn off the InsurLink Payments integration but keep my integrated payment page? Yes,
- [FAQ: Processes](https://epaypolicy.com/?elementor_library=faq-processes) - How does the invoice get into InsurLink? All agency bill invoices that are in your management system will automatically appear in InsurLink. Do you have to have policy view enabled for an InsurLink user to see billing and invoices? No - you can hide the Policy tab from your end-insured users and show them only
- [Video-Testimonial](https://epaypolicy.com/?elementor_library=video-testimonial) - We calculated that it cost us between $30 to $40 to process a paper check and deposit it into our bank account. Eric Wistrand Couch Braunsdorf Insurance Group
- [Cookies](https://epaypolicy.com/?elementor_library=cookies) - Content area
- [Calculator Email - Gated](https://epaypolicy.com/?elementor_library=exit-intent-calculator) - Content area
- [Testimonials 2026](https://epaypolicy.com/?elementor_library=testimonials-2026) - SUCCESS STORIES Reviews & Testimonials Hear what other insurance professionals think We love that we don’t have to mess with collecting the fee and extra work in our escrow account. I highly recommend using them! Also nice that we don’t have to wait for a check, and can bind faster. Hannah Callihan North Central Insurance
- [SMB Landing page](https://epaypolicy.com/?elementor_library=smb-landing-page) - Get Paid Faster. Operate Smarter. Start accepting insurance payments in days – not weeks. Fast and easy set up - Accept digital payments in as little as 24 hours Risk-free, no contracts - Free for 60 days, cancel anytime PCI compliant - PCI Level 1 Security Request Your Demo It’s THAT SIMPLE Why ePay Policy
- [Exit Intent Pop-Up](https://epaypolicy.com/?elementor_library=exit-intent-pop-up-2) - Content area
- [Digital Calculator Shortcode](https://epaypolicy.com/?elementor_library=digital-calculator-shortcode) - ePayPolicy Savings Calculator Calculate your potential savings How many checks does your business take per month? How many hours per month do you spend chasing payments? What is the hourly rate for payment collection? Absorb ACH Fees ? This will show you your savings even when absorbing all the ACH fees, giving your customers a
- [client toolkit](https://epaypolicy.com/?elementor_library=client-toolkit-2) - Client Toolkit FAQs Integrations Client Spotlight Series Video Tutorials Client Toolkit Client Toolkit We’re here to help you and your team increase utilization of digital payments. About Quickstart Guide Getting started for new customers Email Templates Social Posts Flyers Stylized Buttons 6+ Months Email Templates Social Posts Flyers Stylized Buttons FAQs Frequently asked questions (and

## Categories

- [Uncategorized](https://epaypolicy.com/blog/category/uncategorized/)
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- [Business Strategy](https://epaypolicy.com/blog/category/strategy/)
- [Client Spotlight Series](https://epaypolicy.com/blog/category/client-spotlight-series/)
- [Great Causes](https://epaypolicy.com/blog/category/great-causes/)
- [InsurTech Award](https://epaypolicy.com/blog/category/insurtech-award/)
- [Digital Payment Processing](https://epaypolicy.com/blog/category/digital-payment-processing/)
- [Canada](https://epaypolicy.com/blog/category/canada/)
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- [payments](https://epaypolicy.com/blog/tag/payments/)
- [tech](https://epaypolicy.com/blog/tag/tech/)
- [social media](https://epaypolicy.com/blog/tag/social-media/)
- [social media strategy](https://epaypolicy.com/blog/tag/social-media-strategy/)
- [referrals](https://epaypolicy.com/blog/tag/referrals/)
- [AMS](https://epaypolicy.com/blog/tag/ams/)
- [integration](https://epaypolicy.com/blog/tag/integration/)
- [Salesforce](https://epaypolicy.com/blog/tag/salesforce/)
- [Veruna](https://epaypolicy.com/blog/tag/veruna/)
- [invoices](https://epaypolicy.com/blog/tag/invoices/)
- [Checks](https://epaypolicy.com/blog/tag/checks/)
- [electronic payments](https://epaypolicy.com/blog/tag/electronic-payments/)
- [Mobile](https://epaypolicy.com/blog/tag/mobile/)
- [paper](https://epaypolicy.com/blog/tag/paper/)
- [trending](https://epaypolicy.com/blog/tag/trending/)
- [waste](https://epaypolicy.com/blog/tag/waste/)
- [Design](https://epaypolicy.com/blog/tag/design/)
- [Q&A](https://epaypolicy.com/blog/tag/qa/)
- [UI](https://epaypolicy.com/blog/tag/ui/)
- [Update](https://epaypolicy.com/blog/tag/update/)
- [UX](https://epaypolicy.com/blog/tag/ux/)
- [Clients](https://epaypolicy.com/blog/tag/clients/)
- [consumer behaviour](https://epaypolicy.com/blog/tag/consumer-behaviour/)
- [epay](https://epaypolicy.com/blog/tag/epay/)
- [netvu](https://epaypolicy.com/blog/tag/netvu/)
- [california](https://epaypolicy.com/blog/tag/california/)
- [inspiration](https://epaypolicy.com/blog/tag/inspiration/)
- [leadership](https://epaypolicy.com/blog/tag/leadership/)
- [simon sinek](https://epaypolicy.com/blog/tag/simon-sinek/)
- [steve jobs](https://epaypolicy.com/blog/tag/steve-jobs/)
- [ted talks](https://epaypolicy.com/blog/tag/ted-talks/)
- [houston](https://epaypolicy.com/blog/tag/houston/)
- [girls](https://epaypolicy.com/blog/tag/girls/)
- [inspirational](https://epaypolicy.com/blog/tag/inspirational/)
- [international women's day](https://epaypolicy.com/blog/tag/international-womens-day/)
- [iwd](https://epaypolicy.com/blog/tag/iwd/)
- [iwd 2018](https://epaypolicy.com/blog/tag/iwd-2018/)
- [malala](https://epaypolicy.com/blog/tag/malala/)
- [women](https://epaypolicy.com/blog/tag/women/)
- [ai](https://epaypolicy.com/blog/tag/ai/)
- [aritficial intelligence](https://epaypolicy.com/blog/tag/aritficial-intelligence/)
- [automation](https://epaypolicy.com/blog/tag/automation/)
- [blockchain](https://epaypolicy.com/blog/tag/blockchain/)
- [microsoft](https://epaypolicy.com/blog/tag/microsoft/)
- [millennials](https://epaypolicy.com/blog/tag/millennials/)
- [wsia](https://epaypolicy.com/blog/tag/wsia/)
- [austin](https://epaypolicy.com/blog/tag/austin/)
- [start ups](https://epaypolicy.com/blog/tag/start-ups/)
- [startup](https://epaypolicy.com/blog/tag/startup/)
- [software](https://epaypolicy.com/blog/tag/software/)
- [growth](https://epaypolicy.com/blog/tag/growth/)
- [pinterest](https://epaypolicy.com/blog/tag/pinterest/)
- [twitter](https://epaypolicy.com/blog/tag/twitter/)
- [Client Success](https://epaypolicy.com/blog/tag/client-success/)
- [sagitta](https://epaypolicy.com/blog/tag/sagitta/)
- [hurricane](https://epaypolicy.com/blog/tag/hurricane/)
- [hurricane florence](https://epaypolicy.com/blog/tag/hurricane-florence/)
- [IT](https://epaypolicy.com/blog/tag/it/)
- [2018 Tech Award](https://epaypolicy.com/blog/tag/2018-tech-award/)
- [GS Insurance](https://epaypolicy.com/blog/tag/gs-insurance/)
- [Big I New York](https://epaypolicy.com/blog/tag/big-i-new-york/)
- [Brokers](https://epaypolicy.com/blog/tag/brokers/)
- [Independent Agents](https://epaypolicy.com/blog/tag/independent-agents/)
- [MGAs](https://epaypolicy.com/blog/tag/mgas/)
- [Press Release](https://epaypolicy.com/blog/tag/press-release/)
- [Digtal Payments](https://epaypolicy.com/blog/tag/digtal-payments/)
- [March Madness](https://epaypolicy.com/blog/tag/march-madness/)
- [AMS Integrations](https://epaypolicy.com/blog/tag/ams-integrations/)
- [BIG I](https://epaypolicy.com/blog/tag/big-i/)
- [Insurance Payments](https://epaypolicy.com/blog/tag/insurance-payments/)
- [The Independent Insurance Agents & Brokers of America](https://epaypolicy.com/blog/tag/the-independent-insurance-agents-brokers-of-america/)
- [Trusted Choice](https://epaypolicy.com/blog/tag/trusted-choice/)
- [IIANC](https://epaypolicy.com/blog/tag/iianc/)
- [Spark Event](https://epaypolicy.com/blog/tag/spark-event/)
- [State Endorsements](https://epaypolicy.com/blog/tag/state-endorsements/)
- [MIIAB EXPO](https://epaypolicy.com/blog/tag/miiab-expo/)
- [PCI Compliance](https://epaypolicy.com/blog/tag/pci-compliance/)
- [Secure Payments](https://epaypolicy.com/blog/tag/secure-payments/)
- [Blue Ribbon](https://epaypolicy.com/blog/tag/blue-ribbon/)
- [IIABCAL](https://epaypolicy.com/blog/tag/iiabcal/)
- [Accelerate](https://epaypolicy.com/blog/tag/accelerate/)
- [AMS360](https://epaypolicy.com/blog/tag/ams360/)
- [News](https://epaypolicy.com/blog/tag/news/)
- [Don Miller](https://epaypolicy.com/blog/tag/don-miller/)
- [Gary Vaynerchuk](https://epaypolicy.com/blog/tag/gary-vaynerchuk/)
- [Inspriation](https://epaypolicy.com/blog/tag/inspriation/)
- [Insurance Agency](https://epaypolicy.com/blog/tag/insurance-agency/)
- [Seth Godin](https://epaypolicy.com/blog/tag/seth-godin/)
- [Insurance Agent](https://epaypolicy.com/blog/tag/insurance-agent/)
- [Insurance Tech Award](https://epaypolicy.com/blog/tag/insurance-tech-award/)
- [Small Business Award](https://epaypolicy.com/blog/tag/small-business-award/)
- [Gary Vee](https://epaypolicy.com/blog/tag/gary-vee/)
- [Integrations](https://epaypolicy.com/blog/tag/integrations/)
- [Leavitt Group Conference](https://epaypolicy.com/blog/tag/leavitt-group-conference/)
- [Tradeshow](https://epaypolicy.com/blog/tag/tradeshow/)
- [AMS 360](https://epaypolicy.com/blog/tag/ams-360/)
- [easy payments](https://epaypolicy.com/blog/tag/easy-payments/)
- [ATX](https://epaypolicy.com/blog/tag/atx/)
- [Austin Street Art](https://epaypolicy.com/blog/tag/austin-street-art/)
- [mikejohnstonartist](https://epaypolicy.com/blog/tag/mikejohnstonartist/)
- [Truth](https://epaypolicy.com/blog/tag/truth/)
- [marketplace](https://epaypolicy.com/blog/tag/marketplace/)
- [specialty lines](https://epaypolicy.com/blog/tag/specialty-lines/)
- [wholesale](https://epaypolicy.com/blog/tag/wholesale/)
- [wsia 2019](https://epaypolicy.com/blog/tag/wsia-2019/)
- [AMS Integration](https://epaypolicy.com/blog/tag/ams-integration/)
- [MGA Systems](https://epaypolicy.com/blog/tag/mga-systems/)
- [Payment Processing Integration](https://epaypolicy.com/blog/tag/payment-processing-integration/)
- [Children With Hair Loss](https://epaypolicy.com/blog/tag/children-with-hair-loss/)
- [CWHL](https://epaypolicy.com/blog/tag/cwhl/)
- [Hair Donation](https://epaypolicy.com/blog/tag/hair-donation/)
- [KAIA](https://epaypolicy.com/blog/tag/kaia/)
- [Kansas Insurance](https://epaypolicy.com/blog/tag/kansas-insurance/)
- [BIG I NJ](https://epaypolicy.com/blog/tag/big-i-nj/)
- [Endorsed payment processor](https://epaypolicy.com/blog/tag/endorsed-payment-processor/)
- [New Jersey](https://epaypolicy.com/blog/tag/new-jersey/)
- [Digital Payment Processing](https://epaypolicy.com/blog/tag/digital-payment-processing/)
- [insurors](https://epaypolicy.com/blog/tag/insurors/)
- [TN](https://epaypolicy.com/blog/tag/tn/)
- [Agency Marketing](https://epaypolicy.com/blog/tag/agency-marketing/)
- [Best Practices](https://epaypolicy.com/blog/tag/best-practices/)
- [Insurance Marketing](https://epaypolicy.com/blog/tag/insurance-marketing/)
- [Marketing Conference](https://epaypolicy.com/blog/tag/marketing-conference/)
- [Paradiso Presents](https://epaypolicy.com/blog/tag/paradiso-presents/)
- [Applied CSR24](https://epaypolicy.com/blog/tag/applied-csr24/)
- [Applied Integration](https://epaypolicy.com/blog/tag/applied-integration/)
- [Applied Net 2019](https://epaypolicy.com/blog/tag/applied-net-2019/)
- [digital payments applied](https://epaypolicy.com/blog/tag/digital-payments-applied/)
- [AZ Payment Processing](https://epaypolicy.com/blog/tag/az-payment-processing/)
- [iiabaz](https://epaypolicy.com/blog/tag/iiabaz/)
- [agency bill](https://epaypolicy.com/blog/tag/agency-bill/)
- [E&S](https://epaypolicy.com/blog/tag/es/)
- [MAIA](https://epaypolicy.com/blog/tag/maia/)
- [MOAGENT](https://epaypolicy.com/blog/tag/moagent/)
- [IIARI](https://epaypolicy.com/blog/tag/iiari/)
- [RI Payment Processing](https://epaypolicy.com/blog/tag/ri-payment-processing/)
- [Strategy](https://epaypolicy.com/blog/tag/strategy/)
- [rebranding](https://epaypolicy.com/blog/tag/rebranding/)
- [content](https://epaypolicy.com/blog/tag/content/)
- [Creative](https://epaypolicy.com/blog/tag/creative/)
- [instagram](https://epaypolicy.com/blog/tag/instagram/)
- [small business](https://epaypolicy.com/blog/tag/small-business/)
- [endorsements](https://epaypolicy.com/blog/tag/endorsements/)
- [Ohio insurance](https://epaypolicy.com/blog/tag/ohio-insurance/)
- [OIA](https://epaypolicy.com/blog/tag/oia/)
- [partnership](https://epaypolicy.com/blog/tag/partnership/)
- [payment processor](https://epaypolicy.com/blog/tag/payment-processor/)
- [Client Retention Strategy](https://epaypolicy.com/blog/tag/client-retention-strategy/)
- [customer service](https://epaypolicy.com/blog/tag/customer-service/)
- [college](https://epaypolicy.com/blog/tag/college/)
- [consulting](https://epaypolicy.com/blog/tag/consulting/)
- [EY](https://epaypolicy.com/blog/tag/ey/)
- [interns](https://epaypolicy.com/blog/tag/interns/)
- [internship](https://epaypolicy.com/blog/tag/internship/)
- [UT](https://epaypolicy.com/blog/tag/ut/)
- [community opportunity](https://epaypolicy.com/blog/tag/community-opportunity/)
- [community service](https://epaypolicy.com/blog/tag/community-service/)
- [give back](https://epaypolicy.com/blog/tag/give-back/)
- [season of giving](https://epaypolicy.com/blog/tag/season-of-giving/)
- [volunteering](https://epaypolicy.com/blog/tag/volunteering/)
- [Serent Capital](https://epaypolicy.com/blog/tag/serent-capital/)
- [IIAWV](https://epaypolicy.com/blog/tag/iiawv/)
- [AMS360 Payments](https://epaypolicy.com/blog/tag/ams360-payments/)
- [Applied CSR24 Payments](https://epaypolicy.com/blog/tag/applied-csr24-payments/)
- [IndieAgents](https://epaypolicy.com/blog/tag/indieagents/)
- [Management Systems Integrations](https://epaypolicy.com/blog/tag/management-systems-integrations/)
- [IndieAgent](https://epaypolicy.com/blog/tag/indieagent/)
- [IndieTech](https://epaypolicy.com/blog/tag/indietech/)
- [TIme](https://epaypolicy.com/blog/tag/time/)
- [Value](https://epaypolicy.com/blog/tag/value/)
- [Remote Agency](https://epaypolicy.com/blog/tag/remote-agency/)
- [remote workforce](https://epaypolicy.com/blog/tag/remote-workforce/)
- [social distancing](https://epaypolicy.com/blog/tag/social-distancing/)
- [Brand](https://epaypolicy.com/blog/tag/brand/)
- [brand development](https://epaypolicy.com/blog/tag/brand-development/)
- [Brand persona](https://epaypolicy.com/blog/tag/brand-persona/)
- [Brand strategy](https://epaypolicy.com/blog/tag/brand-strategy/)
- [Building a brand](https://epaypolicy.com/blog/tag/building-a-brand/)
- [Business strategy](https://epaypolicy.com/blog/tag/business-strategy/)
- [Values](https://epaypolicy.com/blog/tag/values/)
- [better business](https://epaypolicy.com/blog/tag/better-business/)
- [Broker Buddha](https://epaypolicy.com/blog/tag/broker-buddha/)
- [Paycheck Protection](https://epaypolicy.com/blog/tag/paycheck-protection/)
- [PPP](https://epaypolicy.com/blog/tag/ppp/)
- [Small business loans](https://epaypolicy.com/blog/tag/small-business-loans/)
- [Customer Experience](https://epaypolicy.com/blog/tag/customer-experience/)
- [Hidden Costs](https://epaypolicy.com/blog/tag/hidden-costs/)
- [Security Risks](https://epaypolicy.com/blog/tag/security-risks/)
- [InsurTech Award](https://epaypolicy.com/blog/tag/insurtech-award/)
- [Novidea](https://epaypolicy.com/blog/tag/novidea/)
- [PR](https://epaypolicy.com/blog/tag/pr/)
- [User Experience](https://epaypolicy.com/blog/tag/user-experience/)
- [TechStack](https://epaypolicy.com/blog/tag/techstack/)
- [Gen X](https://epaypolicy.com/blog/tag/gen-x/)
- [Paper Check Costs](https://epaypolicy.com/blog/tag/paper-check-costs/)
- [Dunning Process](https://epaypolicy.com/blog/tag/dunning-process/)
- [Integrate](https://epaypolicy.com/blog/tag/integrate/)
- [Agency Consulting](https://epaypolicy.com/blog/tag/agency-consulting/)
- [Insurance Consulting](https://epaypolicy.com/blog/tag/insurance-consulting/)
- [Buyer Personas](https://epaypolicy.com/blog/tag/buyer-personas/)
- [Marketing Strategy](https://epaypolicy.com/blog/tag/marketing-strategy/)
- [Data Security](https://epaypolicy.com/blog/tag/data-security/)
- [Paper Checks Security Risk](https://epaypolicy.com/blog/tag/paper-checks-security-risk/)
- [Paperless Payments](https://epaypolicy.com/blog/tag/paperless-payments/)
- [Green Investment](https://epaypolicy.com/blog/tag/green-investment/)
- [Ecofriendly](https://epaypolicy.com/blog/tag/ecofriendly/)
- [Cybersecurity](https://epaypolicy.com/blog/tag/cybersecurity/)
- [Virtual Tradeshow](https://epaypolicy.com/blog/tag/virtual-tradeshow/)
- [Big I Conference](https://epaypolicy.com/blog/tag/big-i-conference/)
- [Trusted Choice Conference](https://epaypolicy.com/blog/tag/trusted-choice-conference/)
- [Technology Adoption](https://epaypolicy.com/blog/tag/technology-adoption/)
- [Infographic](https://epaypolicy.com/blog/tag/infographic/)
- [industry insights](https://epaypolicy.com/blog/tag/industry-insights/)
- [Paid Marketing](https://epaypolicy.com/blog/tag/paid-marketing/)
- [Linkedin Marketing](https://epaypolicy.com/blog/tag/linkedin-marketing/)
- [Slack](https://epaypolicy.com/blog/tag/slack/)
- [Teams](https://epaypolicy.com/blog/tag/teams/)
- [channels](https://epaypolicy.com/blog/tag/channels/)
- [slack management](https://epaypolicy.com/blog/tag/slack-management/)
- [Organic Marketing](https://epaypolicy.com/blog/tag/organic-marketing/)
- [Marketing Strategy for Young Policy Holders](https://epaypolicy.com/blog/tag/marketing-strategy-for-young-policy-holders/)
- [Marketing to Millennials](https://epaypolicy.com/blog/tag/marketing-to-millennials/)
- [agency management](https://epaypolicy.com/blog/tag/agency-management/)
- [customer support](https://epaypolicy.com/blog/tag/customer-support/)
- [client experience](https://epaypolicy.com/blog/tag/client-experience/)
- [team collaboration](https://epaypolicy.com/blog/tag/team-collaboration/)
- [branding](https://epaypolicy.com/blog/tag/branding/)
- [sales](https://epaypolicy.com/blog/tag/sales/)
- [WFH](https://epaypolicy.com/blog/tag/wfh/)
- [working from home](https://epaypolicy.com/blog/tag/working-from-home/)
- [DIY desk](https://epaypolicy.com/blog/tag/diy-desk/)
- [features](https://epaypolicy.com/blog/tag/features/)
- [new year](https://epaypolicy.com/blog/tag/new-year/)
- [new goals](https://epaypolicy.com/blog/tag/new-goals/)
- [smart goals](https://epaypolicy.com/blog/tag/smart-goals/)
- [lead generation](https://epaypolicy.com/blog/tag/lead-generation/)
- [AutoPay](https://epaypolicy.com/blog/tag/autopay/)
- [Recurring Payments](https://epaypolicy.com/blog/tag/recurring-payments/)
- [webiste](https://epaypolicy.com/blog/tag/webiste/)
- [2022](https://epaypolicy.com/blog/tag/2022/)
- [Goals](https://epaypolicy.com/blog/tag/goals/)
- [insurance industry](https://epaypolicy.com/blog/tag/insurance-industry/)
- [predictions](https://epaypolicy.com/blog/tag/predictions/)
- [cs&a insurance](https://epaypolicy.com/blog/tag/csa-insurance/)
- [receivables](https://epaypolicy.com/blog/tag/receivables/)
- [recession](https://epaypolicy.com/blog/tag/recession/)
- [simply easier payments](https://epaypolicy.com/blog/tag/simply-easier-payments/)
- [libke insurance](https://epaypolicy.com/blog/tag/libke-insurance/)
- [security](https://epaypolicy.com/blog/tag/security/)
- [pci](https://epaypolicy.com/blog/tag/pci/)
- [insurance agents](https://epaypolicy.com/blog/tag/insurance-agents/)
- [agencies](https://epaypolicy.com/blog/tag/agencies/)
- [checkmate](https://epaypolicy.com/blog/tag/checkmate/)
- [reconciliation](https://epaypolicy.com/blog/tag/reconciliation/)
- [premium finance](https://epaypolicy.com/blog/tag/premium-finance/)
- [finance connect](https://epaypolicy.com/blog/tag/finance-connect/)
- [check payment](https://epaypolicy.com/blog/tag/check-payment/)
- [check security](https://epaypolicy.com/blog/tag/check-security/)
- [hard market](https://epaypolicy.com/blog/tag/hard-market/)
- [2024 insurance](https://epaypolicy.com/blog/tag/2024-insurance/)