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.
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
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
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.
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.
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,
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
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
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
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
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