ePayPolicy Overview

ePayPolicy

By ePayPolicy

4.9★★★★★(30 Ratings)Write review

What is ePayPolicy?

ePayPolicy is a focused, insurance-centric digital payment solution with a mission to eliminate paper checks from the industry. It provides a simple platform for insurance agencies, MGAs, and carriers to collect premiums and other payments digitally from policyholders and agents, and to send funds (like claim payouts or commission) securely across the industry. Beyond core collections, it offers features to streamline accounting operations. A key strength is its deep integration with popular agency management systems like AMS360, Applied CSR24, and Veruna, embedding payment functionality directly into established workflows.

Who it's for:

ePayPolicy is for insurance agencies, Managing General Agents (MGAs), brokers, and carriers of all sizes that want to modernize their payment processes, reduce reliance on paper checks, accelerate cash flow, and simplify reconciliation through seamless integration with their existing management software.

Our verdict:

ePayPolicy successfully addresses a persistent pain point in insurance with a specialized and practical solution. Its deep integrations with leading management systems and straightforward approach to digital payments make it an indispensable tool for any insurance organization aiming to improve financial operations and customer convenience.

ePayPolicy Details

ePayPolicy Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

On-Premise Linux

On-Premise Windows

Mobile Android

Mobile iPad

Mobile iPhone

ePayPolicy Support options

24/7 Live Rep

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

ePayPolicy Training options

Documentation

Live Online

Videos

Webinars

In-Person

ePayPolicy Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

ePayPolicy Pricing

Tiered pricing system

ePayPolicy Features

Most valued ePayPolicy features by users

ACH Payment Processing

Billing & Invoicing

Cryptocurrency Processing

Data Security

Debit/Credit Card Processing

Electronic Signature

In-Person Payments

Mobile Payments

Multiple Payment Options

Online Payments

PCI Compliance

Payment Fraud Prevention

Payment Processing

Payment Processing Services Integration

Point of Sale (POS)

Recurring/Subscription Billing

Reporting/Analytics

Broker / Agent Portal

Claims Management

Commission Management

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