ePayPolicy Blog
How quotes and invoices helped an agency streamline their operations
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
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
Navigating Unclaimed Property Laws and the Challenges for Insurance Carriers and MGAs
Insurance companies face complex compliance challenges due to unclaimed property laws, with $77B in unclaimed assets. Digital payments can reduce risks, cut costs, and improve compliance and efficiency.
Independent Agents on the Rise: A Dual Impact on Agents and Insurance Providers
The insurance distribution landscape is evolving, with captive agents now sharing the stage with an increasing number of independent agents. This shift is changing how insurance is sold and opening up new opportunities for carriers to tap into new markets and diversify their reach. Agent partnerships have always been essential
Making Financing Easy for Insureds
“There’s not a week that goes by where we don’t use it.” That’s what Felix Moesmang, President at Capital Insurance, said when we asked him about his experience with Finance Connect. Although Capital has only been using it for a few months, Felix expressed how indispensable the tool is to
New Feature: Quotes and Invoices
We’re excited to announce a new feature – Quotes and Invoices! The traditional quoting and invoicing process often involves many parties, including brokers, carriers, and premium finance companies. While many insurance organizations use agency management systems for invoice generation, others operate out of multiple disconnected technology tools. Some companies utilize