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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

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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

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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

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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

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Check Fraud is on the Rise

The insurance industry in 2024 stands at the precipice of transformation. Embracing technological advancements, fostering strategic collaborations, prioritizing customer-centricity, and championing inclusivity will be key tenets for success.

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ePayPolicy Makes Inc. 5000 List for 3rd Straight Year

Austin, TX Aug 14, 2024 – Inc. magazine announced that ePayPolicy is No. 1639 on its annual Inc. 5000 list, one of the most well-known rankings of the nation’s fastest-growing private companies. The data-driven rankings highlight successful entrepreneurial companies, and has featured companies like Microsoft, Meta, Oracle, Patagonia in previous

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The Paper Check Problem: Why Paper Checks Persist in Insurance

Despite living in an era dominated by digital technology, the insurance industry remains one of the last strongholds of paper checks. This persistence of paper checks in insurance is perplexing, given the operational inefficiencies and manual reconciliation issues they introduce.  Annual use of check payments for the average American has

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