Whether you’re new to ePayPolicy or already a client, you may not know that ePayPolicy offers three levels of subscription: basic, custom and integrated. Naturally, the payment page is a central feature (and benefit) of each subscription. The one that’s right for you depends on the level of convenience and functionality you desire.
Basic Payment Page
This subscription lets you accept payments by credit card or ACH. ePayPolicy makes each digital transaction simple and seamless for the payer and for you.
Payer benefits: Your unique URL links directly to your branded payment page. Your client knows immediately they’re in the right place to pay your invoice. And, of course, they appreciate the convenience and security of paying digitally instead of by check.
Team benefits: Manage your account through your own user-friendly dashboard. Not only can you track payments, you can also send funds across the country. Plus, funds get applied to the proper account (trust or operating), so you’re always in compliance.
New to digital insurance payments and want to make your clients happy fast? Request a demo and sign up now!
Custom Payment Page
As the word implies, this payment page offers you multiple customization options, from color (branding) enhancements to added functionality. For example, you can include graphics to point to important information on the payment page. You can also (among other things) include your agency’s custom disclaimer at the bottom of the page and write special instructions in the notes field.
Payer benefits: Easily upload attachments (e.g., documentation) directly to the payment page. Plus, payers can set up recurring payments for policies that require multiple payments.
Team benefits: Add custom fields to collect additional information for your accounting team.
More client convenience, streamlined receivables and a branding advantage. You get a lot of extras with a custom payment page. It’s a great option, whether you’re just starting out with ePayPolicy or ready for next-level performance. Talk to your Account Manager or email us today at email@example.com.
Integrated Payment Page
Chances are you’re using an agency management system that integrates with ePayPolicy (or one that soon will). We partner with today’s most popular AMS providers and are constantly adding new providers to our list of integrations. Why? To make digital payment seamless for everyone involved. An integrated payment page is the ultimate in InsurTech power and efficiency.
Payer benefits: Auto-synched invoices let clients select and pay invoices pulled directly from the management system.
Team benefits: No more duplicate data entry for your accounting team!
Additional, exclusive features are available on an integration-specific basis. Depending on your AMS, these can include automated invoice notifications and auto-payment of multiple due invoices. You can even send commissions and refunds directly through your ePayPolicy dashboard.
Talk to your Account Manager about integrating ePayPolicy with your AMS, or contact us at firstname.lastname@example.org with questions. And if you’re shopping for a new management system, be sure to ask about integration with ePayPolicy!