Streamlining Success: O’Quinn Insurance Finds Efficiency with ePayPolicy and HawkSoft

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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 are written back to HawkSoft 6 automatically.

“Since switching to HawkSoft 6 with the integration, everything has worked smoothly!” O’Quinn insurance said. 

After realizing the time savings with their Hawksoft integration, they decided to take advantage of another recently announced feature – integrated premium financing, with Finance Connect.

“The whole process is so much better now – our customers have an easier way to pay, our team has less work and follow up, and, most importantly, our CFO only has one place to look for invoicing/payments,” said Sandi Copson, operations manager for O’quinn insurance..

Finance Connect allows O’Quinn to offer simple premium financing terms with their existing PFC partner, Capital Premium Finance, on their existing ePayPolicy payment page. Customers can view terms, sign the PFA and enroll in automatic payments in one setting, without any back-and-forth communication between O’Quinn and Capital Premium Finance.

When asked what advice they might provide to similar agencies, O’Quinn said, “I’d recommend they start tracking the amount of time they spend on their billing, follow-up, and accounting. It takes way more resources than anyone really realizes and when you see the amount of time, it really hits home how much you need to switch.”

For agencies considering a shift to digital payments, O’Quinn Insurance’s success story serves as a compelling testament to the transformative power of ePayPolicy. The platform’s ability to simplify transactions, reduce operational overhead, and improve financial insight makes it an invaluable tool for modern insurance organizations.

To book a meeting with someone from ePayPolicy to learn how the HawkSoft 6 integration could streamline your business click Here!

How quotes and invoices helped an agency streamline their operations

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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. “Every time we have an interaction with a client, payment is going through ePayPolicy, so we use it every day.”

For David, the key to ePayPolicy’s success lies in its simplicity and its ability to help customers by giving them options. The new Quotes and Invoicing feature allows his team to create invoices directly within the ePayPolicy system and send them to clients with just a few clicks. This streamlined process offers clients the flexibility to pay in full or explore premium financing options, all within the same interface.

“It’s been really nice to have that option for our customers so that they can decide at the point of sale,” David notes. He highlights how the feature eliminates the cumbersome process of manually obtaining quotes from finance companies and communicating them to clients. “It just makes it really seamless whenever somebody is wanting to finance,” he says.

The benefits extend beyond client convenience. David emphasizes the significant time savings his agency has experienced. “Oh, yeah. It’s been so much easier because we don’t have to chase down the financing agreements,” he explains.

With ePayPolicy, the process is automated. Once a client chooses to finance, the signed agreement is automatically emailed to David’s agency, ready to be input into their management system. This eliminates the need for manual tracking and ensures all documentation is readily available.

“We’re using ePayPolicy, so we’re very familiar with how to use your system, and it’s basically making it as easy as possible for us to do business with people,” David says. He appreciates how ePayPolicy aligns with his agency’s philosophy of simplifying interactions and fostering client engagement.

Andrew Easley, representing ePayPolicy, acknowledges David’s perspective, emphasizing the company’s commitment to making life easier for insurance professionals. “I understand how important it is to make insureds’ lives easier to do business with your agency, and I’m so happy to hear that ePayPolicy has provided you with another tool to make life a little bit simpler,” Andrew says.

For David Call and Ryan Everet Insurance, ePayPolicy’s Quotes and Invoicing feature has proven to be more than just a new tool; it’s a game-changer that has enhanced efficiency, improved client satisfaction, and solidified their partnership with a platform that truly understands the needs of the modern insurance agency.

Full HawkSoft + ePayPolicy Integration Now Live!

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Canby, Ore [7/31/2024] –

HawkSoft and ePayPolicy are announcing the anticipated release of two-way API integration to automation
automate digital payments in the insurance space. Mutual customers that use the HawkSoft Insurance Platform to
manage their agencies and ePayPolicy to facilitate digital payments from insureds can now integrate the two
powerful systems.

With the new integration, agency staff will now be able to automate and sync many administrative and accounting
tasks that were previously done manually, streamlining agency billed accounting and operations processes and
eliminating duplicate data entry. Plus, with Finance Connect also coming to the HawkSoft integration soon users
can now offer premium financing options with their current premium financingPFC partners right at checkout
without any back and forth! ePayPolicy integration fits seamlessly into the regular accounting workflows
performed in HawkSoft.

“Consumer demand for easy, paperless payments has been growing for decades, and our industry is now catching
up to what’s been standard practice in most other industries” said Mark Engels, ePayPolicy CEO. “In the same way
that modern systems like HawkSoft just make sense, we believe integrated digital payments also make sense,
because it makes life easier for everyone involved, not just the insured.”

“This one is a long time coming,” said Rushang Shah, HawkSoft CMO, “and we’re excited that ePayPolicy is the first
to grab hold of our new Invoice and Receipt APIs. They have been a huge supporter of our HawkSoft community
for years. That same commitment comes through in the quality of this integration as it is going to help a lot of
bookkeepers and agencies.”

This integration helps serve ePayPolicy’s ultimate goal for customers of to allow agencies to speeding up
receivables and binding business faster, while providing a more secure and delightful customer experience for
agencies and their insureds through the agency billed process. HawkSoft welcomes ePayPolicy as the first API
Partner to harness the power of its new Invoice and Receipt APIs. Integration between HawkSoft and ePayPolicy is
available today for mutual customers using HawkSoft’s latest Cloud-based platform (HawkSoft 6). To learn more
about integration, click here: https://www.hawksoft.com/about/partners/epaypolicy

About HawkSoft
Since 1995, HawkSoft is a leader in management systems for independent insurance agencies that want effective
workflows and a delightful experience for staff and policyholders. Created by independent agents, HawkSoft
continues to evolve as a cutting-edge system that powers thousands of agencies. HawkSoft offers the following
promise to insurance agents: your investment in HawkSoft will pay for itself in the first year. Learn more about
HawkSoft’s unique father-and-son story at www.hawksoft.com/story.

About ePayPolicy

 ePayPolicy offers easier payment tools, built just for insurance. ePayPolicy’s products bring insurance payments up to speed for agencies, carriers, MGAs and PFCs, with secure online payment pages, automated check processing, payables reconciliation and more. 8,000+ insurance companies trust ePayPolicy and their expert, live support team to handle their payments every day. Learn more: ePayPolicy.com

ePayPolicy now Integrated with meshVI

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(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 was a key strategic integration,” said Tiana Schowe, the COO of meshVI. “Their simple and effective payment portal makes it easy for insurance payments to be processed directly from meshVI. One platform, one step, one simple solution.”

With the new integration, users will now be able to automate and sync many administrative and accounting tasks that were previously done manually, streamlining many accounting and operations processes and eliminating duplicate data entry, among other things.

“Consumer demand for easy, paperless payments has been growing for decades, and our industry is now catching up to what’s been standard practice in most other industries,” said Mark Engels, CEO of ePayPolicy. “In the same way that modern solutions like meshVI just ‘make sense,’ we believe integrated digital payments also make sense, because it makes life easier for everyone involved, not just the insured.”

The integration helps serve ePayPolicy’s ultimate goal for customers of spending up receivables and binding business faster, while providing a more secure and delightful customer experience for agencies and their insureds. meshVI’s simplified billing reports, paired with the ePayPolicy embedded solution, create a first-of-its-kind experience for users.

About meshVI

meshVI is the industry-leading solution for transportation insurance administration. Built by insurance professionals for the insurance industry, meshVI, streamlines data sharing between carriers and insurers, agencies and wholesalers. The solution saves thousands of hours and significantly reduces E & O by replacing manual processes with real-time access to current vehicle, policy, and client changes. Learn more: meshVI.com

About ePayPolicy

ePayPolicy offers easier payment tools, built just for insurance. ePayPolicy’s products bring insurance payments up to speed for agencies, carriers, MGAs and PFCs, with secure online payment pages, automated check processing, payables reconciliation and more. ePayPolicy is built for integration with the insurance industry’s most popular systems, and 8,000+ insurance companies trust ePayPolicy and their expert, live support team to handle their payments every day. Learn more: ePayPolicy.com