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 ...
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Going Remote actions for your insurance agency to take right now-17

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,

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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

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ePayPolicy Poised for Growth with Serent Capital Investment

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

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Putting Community First! with Mobile Loaves & Fishes

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

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